Archer Investment Management, LLC
CIK 0002052868
Annualised vol
6.96503%
Beta
0.266148
HHI
320.332302
Top-10 weight
45.190824%
VaR 95%
0.639934%
VaR 99%
1.211675%
Max drawdown
13.151059%
Matched value
27.099846%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| BLK | ADDED | 1,548,659 | 1,220,831 | 26.85% | 70,315,511 |
| SUNB | NEW | 33,005 | - | - | 2,469,104 |
| MS | REDUCED | 16,411 | 18,407 | -10.84% | 1,311,859 |
| AAPL | REDUCED | 3,406 | 3,439 | -0.96% | 985,560 |
| NVDA | ADDED | 3,987 | 2,166 | 84.07% | 797,668 |
| HODL | ADDED | 37,593 | 11,144 | 237.34% | 624,420 |
| IBIT | REDUCED | 16,904 | 84,634 | -80.03% | 562,732 |
| IAUM | NEW | 12,238 | - | - | 489,642 |
| NXPI | ADDED | 1,669 | 1,668 | 0.06% | 469,039 |
| IOT | NEW | 14,007 | - | - | 454,247 |
| BITW | REDUCED | 9,526 | 11,544 | -17.48% | 357,987 |
| GOOGL | REDUCED | 913 | 942 | -3.08% | 322,671 |
| AMZN | NEW | 1,122 | - | - | 267,417 |
| ETHW | NEW | 20,277 | - | - | 228,725 |
| MSFT | UNCHANGED | 584 | 584 | 0.0% | 217,844 |
| BEN | CLOSED OUT | 0 | 3,396 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 32,764,774 | 11.2 | 43751.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | 16,706,620 | 5.71 | 456465.0 |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | 14,029,227 | 4.79 | 206282.0 |
| - | ISHARES TR | S&P 500 GRWT ETF | 464287309 | 13,446,298 | 4.59 | 97770.0 | |
| - | ISHARES TR | S&P 500 VAL ETF | 464287408 | 12,648,538 | 4.32 | 55706.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | 11,175,834 | 3.82 | 211985.0 |
| - | INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 | 9,137,426 | 3.12 | 388496.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | 8,225,707 | 2.81 | 293252.0 |
| - | ISHARES TR | US TREAS BD ETF | 46429B267 | 7,496,668 | 2.56 | 329090.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | 6,626,516 | 2.26 | 131557.0 |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA US AWAR ETF | 09290C509 | 5,895,651 | 2.01 | 73549.0 |
| - | GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | 5,884,456 | 2.01 | 98551.0 | |
| - | SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 5,741,864 | 1.96 | 110890.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | 5,656,347 | 1.93 | 131207.0 |
| - | ISHARES TR | ESG AWR MSCI USA | 46435G425 | 5,431,774 | 1.86 | 33187.0 | |
| - | ISHARES TR | MSCI USA MMENTM | 46432F396 | 4,923,836 | 1.68 | 14362.0 | |
| - | SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 4,321,266 | 1.48 | 127697.0 | |
| - | J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | 4,009,941 | 1.37 | 29765.0 | |
| - | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 4,009,132 | 1.37 | 82782.0 | |
| - | ISHARES TR | ESG MSCI USA ETF | 46436E767 | 3,992,493 | 1.36 | 57487.0 | |
| - | ISHARES TR | ESG MSCI KLD ETF | 464288570 | 3,923,699 | 1.34 | 27556.0 | |
| - | SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 3,748,047 | 1.28 | 129422.0 | |
| - | SPDR SERIES TRUST | ST STR BACKE ETF | 78464A383 | 3,565,897 | 1.22 | 159834.0 | |
| - | BLACKROCK ETF TRUST II | ISHAR INTER ETF | 092528207 | 3,533,759 | 1.21 | 145722.0 | |
| - | ISHARES TR | ESG ADVAN ETF | 46436E619 | 3,331,007 | 1.14 | 76663.0 | |
| - | ISHARES INC | ESG AWR MSCI EM | 46434G863 | 3,194,840 | 1.09 | 58417.0 | |
| - | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 3,036,763 | 1.04 | 36260.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,659,477 | 0.91 | 7187.0 | |
| - | ISHARES TR | MSCI USA QLT FCT | 46432F339 | 2,627,556 | 0.9 | 11974.0 | |
| - | ISHARES TR | ESG AWR MSCI USA | 46436E221 | 2,576,340 | 0.88 | 73379.0 | |
| - | GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | 2,495,845 | 0.85 | 17590.0 | |
| - | SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | 2,487,883 | 0.85 | 28310.0 | |
| SUNB | NEW | SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | 2,469,104 | 0.84 | 33005.0 |
| - | GMO ETF TRUST | US QUALITY ETF | 90139K100 | 2,334,620 | 0.8 | 56094.0 | |
| - | BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | 2,315,084 | 0.79 | 44232.0 | |
| - | HASHDEX NASDAQ CME CRYPTO | SHS BEN INT | 41809Y102 | 2,297,160 | 0.78 | 157232.0 | |
| - | ISHARES TR | ESG AWR US AGRGT | 46435U549 | 2,288,419 | 0.78 | 48269.0 | |
| - | VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,199,522 | 0.75 | 43486.0 | |
| - | ISHARES GOLD TR | ISHARES NEW | 464285204 | 2,122,511 | 0.73 | 28109.0 | |
| - | ISHARES TR | EAFE VALUE ETF | 464288877 | 2,071,966 | 0.71 | 27067.0 | |
| - | VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 2,026,701 | 0.69 | 16957.0 | |
| - | SPDR SERIES TRUST | ST LON TREAS ETF | 78464A664 | 1,902,724 | 0.65 | 72540.0 | |
| - | ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | 1,868,952 | 0.64 | 74788.0 | |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 1,855,380 | 0.63 | 18745.0 | |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,853,713 | 0.63 | 8506.0 | |
| - | ISHARES TR | ESG AWRE USD ETF | 46435G193 | 1,843,055 | 0.63 | 79609.0 | |
| - | ISHARES TR | ESG EAFE ETF | 46436E759 | 1,828,206 | 0.62 | 21610.0 | |
| - | DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 1,656,713 | 0.57 | 37347.0 | |
| - | VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,621,844 | 0.55 | 18828.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHA WORL EX ETF | 09290C608 | 1,482,064 | 0.51 | 25705.0 |
| - | SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | 1,391,818 | 0.48 | 7514.0 | |
| - | WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | 1,321,131 | 0.45 | 24356.0 | |
| - | ISHARES TR | CORE UNIVRSL USD | 46434V613 | 1,319,463 | 0.45 | 28591.0 | |
| - | SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | 1,259,680 | 0.43 | 48787.0 | |
| - | ISHARES TR | EAFE GRWTH ETF | 464288885 | 1,224,609 | 0.42 | 9843.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 1,215,742 | 0.42 | 1628.0 | |
| - | J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | 1,159,588 | 0.4 | 16043.0 | |
| - | ISHARES TR | MSCI USA MIN ETF | 46429B697 | 1,143,726 | 0.39 | 11857.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,092,715 | 0.37 | 1591.0 | |
| - | ISHARES TR | SYSTEMATIC BD ET | 46435U796 | 1,091,485 | 0.37 | 12303.0 | |
| - | ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 1,065,802 | 0.36 | 10367.0 | |
| - | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 1,001,421 | 0.34 | 16979.0 | |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 985,560 | 0.34 | 3406.0 |
| - | ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 969,192 | 0.33 | 9487.0 | |
| - | ISHARES TR | MSCI INTL QUALTY | 46434V456 | 960,464 | 0.33 | 19384.0 | |
| - | WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 839,107 | 0.29 | 8775.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 806,764 | 0.28 | 11323.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 797,668 | 0.27 | 3987.0 |
| - | ISHARES TR | GL CLEAN ENE ETF | 464288224 | 772,227 | 0.26 | 37688.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 743,439 | 0.25 | 12455.0 | |
| MS | REDUCED | MORGAN STANLEY ETF TRUST | CALVERT US MDCP | 61774R403 | 713,795 | 0.24 | 9376.0 |
| - | DBX ETF TR | XTRACKERS MSCI | 233051150 | 682,931 | 0.23 | 9832.0 | |
| - | SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 668,325 | 0.23 | 24127.0 | |
| - | VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 642,201 | 0.22 | 7512.0 | |
| HODL | ADDED | VANECK BITCOIN ETF | SH BEN INT | 92189K105 | 624,420 | 0.21 | 37593.0 |
| - | SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 621,095 | 0.21 | 3260.0 | |
| - | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 606,212 | 0.21 | 11222.0 | |
| MS | REDUCED | MORGAN STANLEY ETF TRUST | CALVE INDEX ETF | 61774R106 | 598,064 | 0.2 | 7035.0 |
| - | ISHARES TR | MICRO-CAP ETF | 464288869 | 589,258 | 0.2 | 2946.0 | |
| - | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 566,235 | 0.19 | 6851.0 | |
| IBIT | REDUCED | ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 562,732 | 0.19 | 16904.0 |
| - | ISHARES TR | INTL EQTY FACTOR | 46434V274 | 529,039 | 0.18 | 12916.0 | |
| BLK | ADDED | BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | 517,545 | 0.18 | 18657.0 |
| IAUM | NEW | ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | 489,642 | 0.17 | 12238.0 |
| - | FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | 316092543 | 480,765 | 0.16 | 13233.0 | |
| - | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 475,939 | 0.16 | 2237.0 | |
| NXPI | ADDED | NXP SEMICONDUCTORS N V | COM | N6596X109 | 469,039 | 0.16 | 1669.0 |
| IOT | NEW | SAMSARA INC | COM CL A | 79589L106 | 454,247 | 0.16 | 14007.0 |
| - | ISHARES TR | NATIONAL MUN ETF | 464288414 | 432,202 | 0.15 | 4016.0 | |
| BITW | REDUCED | BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | 357,987 | 0.12 | 9526.0 |
| - | ISHARES TR | MBS ETF | 464288588 | 351,100 | 0.12 | 3715.0 | |
| - | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 342,540 | 0.12 | 8304.0 | |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 324,643 | 0.11 | 1372.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL C | 02079K107 | 322,671 | 0.11 | 913.0 |
| - | DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | 316,300 | 0.11 | 8489.0 | |
| - | CISCO SYS INC | COM | 17275R102 | 277,910 | 0.09 | 2366.0 | |
| AMZN | NEW | AMAZON COM INC | COM | 023135106 | 267,417 | 0.09 | 1122.0 |
| - | INVESCO EXCH TRADED FD TR II | S&P SMLCAP QTY | 46138G300 | 250,825 | 0.09 | 5187.0 | |
| - | ISHARES TR | ESG SELECT SCRE | 46436E569 | 238,972 | 0.08 | 4208.0 | |
| - | VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 234,248 | 0.08 | 641.0 | |
| - | ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 | 233,594 | 0.08 | 2176.0 | |
| ETHW | NEW | BITWISE ETHEREUM ETF | SHS | 091955104 | 228,725 | 0.08 | 20277.0 |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 222,687 | 0.08 | 2688.0 | |
| - | ISHARES TR | CONV BD ETF | 46435G102 | 218,767 | 0.07 | 1797.0 | |
| MSFT | UNCHANGED | MICROSOFT CORP | COM | 594918104 | 217,844 | 0.07 | 584.0 |
| - | DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | 212,556 | 0.07 | 4713.0 | |
| - | ISHARES TR | US AER DEF ETF | 464288760 | 211,666 | 0.07 | 873.0 | |
| - | ISHARES TR | RUS 1000 VAL ETF | 464287598 | 207,520 | 0.07 | 856.0 | |
| - | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 202,622 | 0.07 | 1291.0 | |
| - | PUTNAM ETF TRUST | FRANKLIN MUNI | 746729797 | 195,641 | 0.07 | 24671.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-07 | 292,664,741 | 110 | 6.96503 | 0.266148 | 13.151059 |
| 2026-03-31 | 2026-04-08 | 237,718,004 | 108 | 6.093022 | 0.23226 | 11.498047 |
| 2025-12-31 | 2026-01-12 | 185,875,790 | 117 | 3.148803 | 0.127863 | 6.236091 |
| 2025-09-30 | 2025-10-09 | 162,813,130 | 59 | 2.143101 | 0.09346 | 4.656528 |
| 2025-03-31 | 2025-04-09 | 144,559,912 | 57 | 1.575881 | 0.060635 | 3.36385 |
| 2024-12-31 | 2025-01-24 | 162,418,767 | 58 | 1.590315 | 0.056609 | 3.449877 |