Archer Investment Management

AUSTIN, TXfiles as Archer Investment Management, LLC

$293m in 110 US stocks at the end of 30 June 2026. The top 10 are 45.2% of the money. It changed about 18.7% of the portfolio this quarter.

Value
$293m
Stocks
110
Top 10 share
45.2%
Turnover
18.7%

What changed this quarter

New

Bought for the first time this quarter.

  • Blackrock ETF TrustIALT
    2.8% of the fund
  • Sunbelt Rentals HoldingsSUNB
    0.8% of the fund
  • Ishares TRAGG
    0.6% of the fund
  • State STR Spdr S&P 500 ETF TSPY
    0.4% of the fund
  • Ishares TRICLN
    0.3% of the fund
  • SamsaraIOT
    0.2% of the fund
  • Amazon.comAMZN
    <0.1% of the fund
  • Vanguard Index FDSVBK
    <0.1% of the fund
  • Ishares U S ETF TRIETC
    <0.1% of the fund
  • Bitwise Ethereum ETFETHW
    <0.1% of the fund
  • Vanguard Intl Equity Index FVT
    <0.1% of the fund
  • Putnam ETF TrustFTMU
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Ishares TRIVV
    11.2% of the fund
    +118%
  • Blackrock ETF TrustCORO
    5.7% of the fund
    +12%
  • Blackrock ETF TrustDYNF
    4.8% of the fund
    +6%
  • Blackrock ETF TrustBAI
    3.8% of the fund
    +5%
  • Invesco Exch Traded FD TR IIPZA
    3.1% of the fund
    +50%
  • Ishares TRGOVT
    2.6% of the fund
    +133%
  • Blackrock ETF TrustBLCR
    2.3% of the fund
    +10%
  • Global X FDSSHLD
    2.0% of the fund
    +39%
  • Ishares TRESGU
    1.9% of the fund
    +2%
  • Schwab Strategic TRSCHG
    1.5% of the fund
    +26%
  • J P Morgan Exchange Traded FBBUS
    1.4% of the fund
    +13%
  • Vanguard Charlotte FDSBNDX
    1.4% of the fund
    +48%
  • Schwab Strategic TRSCHB
    1.3% of the fund
    +6%
  • Spdr Series TrustSPMB
    1.2% of the fund
    +83%
  • Blackrock ETF Trust IIINMU
    1.2% of the fund
    +14%
  • Vanguard Index FDSVTI
    0.9% of the fund
    +47%
  • Ishares TREVUS
    0.9% of the fund
    +73%
  • Goldman Sachs ETF TRGSLC
    0.9% of the fund
    +10%
  • Hashdex Nasdaq CME CryptoNCIQ
    0.8% of the fund
    +1092%
  • Ishares Gold TRIAU
    0.7% of the fund
    +39%
  • Ishares TREFV
    0.7% of the fund
    +12%
  • Vanguard World FDVGT
    0.7% of the fund
    +54%
  • Spdr Series TrustSPTL
    0.7% of the fund
    +9%
  • Ishares TRSUSB
    0.6% of the fund
    +285%
  • Vanguard Index FDSVTV
    0.6% of the fund
    +10%

Cut

Sold some of their stake.

  • Ishares TRIVW
    4.6% of the fund
    -3%
  • Ishares TRIVE
    4.3% of the fund
    -15%
  • Blackrock ETF TrustLCTU
    2.0% of the fund
    -11%
  • Spdr Index SHS FDSSPEM
    2.0% of the fund
    -22%
  • Blackrock ETF TrustTHRO
    1.9% of the fund
    -21%
  • Ishares TRMTUM
    1.7% of the fund
    -29%
  • Ishares TRUSXF
    1.4% of the fund
    -33%
  • Ishares TRDSI
    1.3% of the fund
    -29%
  • IsharesESGE
    1.1% of the fund
    -3%
  • Vanguard Intl Equity Index FVEU
    1.0% of the fund
    -3%
  • Ishares TRQUAL
    0.9% of the fund
    -65%
  • Spdr Series TrustSPYM
    0.9% of the fund
    -20%
  • GMO ETF TrustQLTY
    0.8% of the fund
    -8%
  • Blackrock ETF Trust IIBINC
    0.8% of the fund
    -18%
  • Ishares TREAGG
    0.8% of the fund
    -65%
  • Vanguard MUN BD FDSVTEB
    0.8% of the fund
    -20%
  • Ishares TRSUSC
    0.6% of the fund
    -67%
  • Ishares TRDMXF
    0.6% of the fund
    -8%
  • Blackrock ETF TrustLCTD
    0.5% of the fund
    -8%
  • Wisdomtree TRUSMF
    0.5% of the fund
    -8%
  • Ishares TRIUSB
    0.5% of the fund
    -45%
  • J P Morgan Exchange Traded FJQUA
    0.4% of the fund
    -2%
  • Ishares TRSYSB
    0.4% of the fund
    -13%
  • Vanguard Scottsdale FDSVGIT
    0.3% of the fund
    -6%
  • Ishares TRIQLT
    0.3% of the fund
    -5%

Sold out

Sold their entire stake.

  • Ishares TRLMUB
    -100%
  • Ishares TRIAGG
    -100%
  • World Gold TRGLDM
    -100%
  • Ishares TRTLH
    -100%
  • Ishares TRACWX
    -100%
  • Ishares TRIEFA
    -100%
  • Select Sector Spdr TRXLF
    -100%
  • Franklin Templeton HoldingsFGDL
    -100%
  • Schwab Strategic TRSCHR
    -100%
  • Ishares TRTIP
    -100%

Holdings

  • Ishares TRIVV
    Share
    11.2%
    Value
    $33m
    Shares
    43,751

    +118%

  • Blackrock ETF TrustCORO
    Share
    5.7%
    Value
    $17m
    Shares
    456,465

    +12%

  • Blackrock ETF TrustDYNF
    Share
    4.8%
    Value
    $14m
    Shares
    206,282

    +6%

  • Ishares TRIVW
    Share
    4.6%
    Value
    $13m
    Shares
    97,770

    -3%

  • Ishares TRIVE
    Share
    4.3%
    Value
    $13m
    Shares
    55,706

    -15%

  • Blackrock ETF TrustBAI
    Share
    3.8%
    Value
    $11m
    Shares
    211,985

    +5%

  • Invesco Exch Traded FD TR IIPZA
    Share
    3.1%
    Value
    $9m
    Shares
    388,496

    +50%

  • Blackrock ETF TrustIALT
    Share
    2.8%
    Value
    $8m
    Shares
    293,252

    New

  • Ishares TRGOVT
    Share
    2.6%
    Value
    $7m
    Shares
    329,090

    +133%

  • Blackrock ETF TrustBLCR
    Share
    2.3%
    Value
    $7m
    Shares
    131,557

    +10%

  • Blackrock ETF TrustLCTU
    Share
    2.0%
    Value
    $6m
    Shares
    73,549

    -11%

  • Global X FDSSHLD
    Share
    2.0%
    Value
    $6m
    Shares
    98,551

    +39%

  • Spdr Index SHS FDSSPEM
    Share
    2.0%
    Value
    $6m
    Shares
    110,890

    -22%

  • Blackrock ETF TrustTHRO
    Share
    1.9%
    Value
    $6m
    Shares
    131,207

    -21%

  • Ishares TRESGU
    Share
    1.9%
    Value
    $5m
    Shares
    33,187

    +2%

  • Ishares TRMTUM
    Share
    1.7%
    Value
    $5m
    Shares
    14,362

    -29%

  • Schwab Strategic TRSCHG
    Share
    1.5%
    Value
    $4m
    Shares
    127,697

    +26%

  • J P Morgan Exchange Traded FBBUS
    Share
    1.4%
    Value
    $4m
    Shares
    29,765

    +13%

  • Vanguard Charlotte FDSBNDX
    Share
    1.4%
    Value
    $4m
    Shares
    82,782

    +48%

  • Ishares TRUSXF
    Share
    1.4%
    Value
    $4m
    Shares
    57,487

    -33%

  • Ishares TRDSI
    Share
    1.3%
    Value
    $4m
    Shares
    27,556

    -29%

  • Schwab Strategic TRSCHB
    Share
    1.3%
    Value
    $4m
    Shares
    129,422

    +6%

  • Spdr Series TrustSPMB
    Share
    1.2%
    Value
    $4m
    Shares
    159,834

    +83%

  • Blackrock ETF Trust IIINMU
    Share
    1.2%
    Value
    $4m
    Shares
    145,722

    +14%

  • Ishares TREUSB
    Share
    1.1%
    Value
    $3m
    Shares
    76,663

    Held

  • IsharesESGE
    Share
    1.1%
    Value
    $3m
    Shares
    58,417

    -3%

  • Vanguard Intl Equity Index FVEU
    Share
    1.0%
    Value
    $3m
    Shares
    36,260

    -3%

  • Vanguard Index FDSVTI
    Share
    0.9%
    Value
    $3m
    Shares
    7,187

    +47%

  • Ishares TRQUAL
    Share
    0.9%
    Value
    $3m
    Shares
    11,974

    -65%

  • Ishares TREVUS
    Share
    0.9%
    Value
    $3m
    Shares
    73,379

    +73%

  • Goldman Sachs ETF TRGSLC
    Share
    0.9%
    Value
    $2m
    Shares
    17,590

    +10%

  • Spdr Series TrustSPYM
    Share
    0.9%
    Value
    $2m
    Shares
    28,310

    -20%

  • Sunbelt Rentals HoldingsSUNB
    Share
    0.8%
    Value
    $2m
    Shares
    33,005

    New

  • GMO ETF TrustQLTY
    Share
    0.8%
    Value
    $2m
    Shares
    56,094

    -8%

  • Blackrock ETF Trust IIBINC
    Share
    0.8%
    Value
    $2m
    Shares
    44,232

    -18%

  • Hashdex Nasdaq CME CryptoNCIQ
    Share
    0.8%
    Value
    $2m
    Shares
    157,232

    +1092%

  • Ishares TREAGG
    Share
    0.8%
    Value
    $2m
    Shares
    48,269

    -65%

  • Vanguard MUN BD FDSVTEB
    Share
    0.8%
    Value
    $2m
    Shares
    43,486

    -20%

  • Ishares Gold TRIAU
    Share
    0.7%
    Value
    $2m
    Shares
    28,109

    +39%

  • Ishares TREFV
    Share
    0.7%
    Value
    $2m
    Shares
    27,067

    +12%

  • Vanguard World FDVGT
    Share
    0.7%
    Value
    $2m
    Shares
    16,957

    +54%

  • Spdr Series TrustSPTL
    Share
    0.7%
    Value
    $2m
    Shares
    72,540

    +9%

  • Ishares TRSUSB
    Share
    0.6%
    Value
    $2m
    Shares
    74,788

    +285%

  • Ishares TRAGG
    Share
    0.6%
    Value
    $2m
    Shares
    18,745

    New

  • Vanguard Index FDSVTV
    Share
    0.6%
    Value
    $2m
    Shares
    8,506

    +10%

  • Ishares TRSUSC
    Share
    0.6%
    Value
    $2m
    Shares
    79,609

    -67%

  • Ishares TRDMXF
    Share
    0.6%
    Value
    $2m
    Shares
    21,610

    -8%

  • Dimensional ETF TrustDFAC
    Share
    0.6%
    Value
    $2m
    Shares
    37,347

    Held

  • Vanguard Index FDSVUG
    Share
    0.6%
    Value
    $2m
    Shares
    18,828

    Held

  • Blackrock ETF TrustLCTD
    Share
    0.5%
    Value
    $1m
    Shares
    25,705

    -8%

  • Select Sector Spdr TRXLI
    Share
    0.5%
    Value
    $1m
    Shares
    7,514

    +254%

  • Wisdomtree TRUSMF
    Share
    0.5%
    Value
    $1m
    Shares
    24,356

    -8%

  • Ishares TRIUSB
    Share
    0.5%
    Value
    $1m
    Shares
    28,591

    -45%

  • Schwab Strategic TRSCMB
    Share
    0.4%
    Value
    $1m
    Shares
    48,787

    +39%

  • Ishares TREFG
    Share
    0.4%
    Value
    $1m
    Shares
    9,843

    +4%

  • State STR Spdr S&P 500 ETF TSPY
    Share
    0.4%
    Value
    $1m
    Shares
    1,628

    New

  • J P Morgan Exchange Traded FJQUA
    Share
    0.4%
    Value
    $1m
    Shares
    16,043

    -2%

  • Ishares TRUSMV
    Share
    0.4%
    Value
    $1m
    Shares
    11,857

    +19%

  • Vanguard Index FDSVOO
    Share
    0.4%
    Value
    $1m
    Shares
    1,591

    +365%

  • Ishares TRSYSB
    Share
    0.4%
    Value
    $1m
    Shares
    12,303

    -13%

  • Ishares TRESGD
    Share
    0.4%
    Value
    $1m
    Shares
    10,367

    Held

  • Vanguard Scottsdale FDSVGIT
    Share
    0.3%
    Value
    $1m
    Shares
    16,979

    -6%

  • AppleAAPL
    Share
    0.3%
    Value
    $985,560
    Shares
    3,406

    Held

  • Ishares TRSTIP
    Share
    0.3%
    Value
    $969,192
    Shares
    9,487

    +85%

  • Ishares TRIQLT
    Share
    0.3%
    Value
    $960,464
    Shares
    19,384

    -5%

  • Wisdomtree TRDGRW
    Share
    0.3%
    Value
    $839,107
    Shares
    8,775

    -5%

  • Vanguard Tax-Managed FDSVEA
    Share
    0.3%
    Value
    $806,764
    Shares
    11,323

    +7%

  • NvidiaNVDA
    Share
    0.3%
    Value
    $797,668
    Shares
    3,987

    +84%

  • Ishares TRICLN
    Share
    0.3%
    Value
    $772,227
    Shares
    37,688

    New

  • Vanguard Intl Equity Index FVWO
    Share
    0.3%
    Value
    $743,439
    Shares
    12,455

    +21%

  • Morgan Stanley ETF TrustCVMC
    Share
    0.2%
    Value
    $713,795
    Shares
    9,376

    -8%

  • DBX ETF TRUSSG
    Share
    0.2%
    Value
    $682,931
    Shares
    9,832

    -10%

  • Schwab Strategic TRSCHF
    Share
    0.2%
    Value
    $668,325
    Shares
    24,127

    -12%

  • Vanguard Star FDSVXUS
    Share
    0.2%
    Value
    $642,201
    Shares
    7,512

    +184%

  • Vaneck Bitcoin ETFHODL
    Share
    0.2%
    Value
    $624,420
    Shares
    37,593

    +237%

  • Select Sector Spdr TRXLK
    Share
    0.2%
    Value
    $621,095
    Shares
    3,260

    -14%

  • Dimensional ETF TrustDFIV
    Share
    0.2%
    Value
    $606,212
    Shares
    11,222

    -2%

  • Morgan Stanley ETF TrustCVIE
    Share
    0.2%
    Value
    $598,064
    Shares
    7,035

    -15%

  • Ishares TRIWC
    Share
    0.2%
    Value
    $589,258
    Shares
    2,946

    Held

  • Vanguard Scottsdale FDSVCIT
    Share
    0.2%
    Value
    $566,235
    Shares
    6,851

    +25%

  • Ishares Bitcoin Trust ETFIBIT
    Share
    0.2%
    Value
    $562,732
    Shares
    16,904

    -80%

  • Ishares TRINTF
    Share
    0.2%
    Value
    $529,039
    Shares
    12,916

    Held

  • Blackrock ETF TrustBDYN
    Share
    0.2%
    Value
    $517,545
    Shares
    18,657

    -3%

  • Ishares Gold Trust MicroIAUM
    Share
    0.2%
    Value
    $489,642
    Shares
    12,238

    +137%

  • Fidelity Covington TrustFDEM
    Share
    0.2%
    Value
    $480,765
    Shares
    13,233

    -3%

  • Invesco Exchange Traded FD TRSP
    Share
    0.2%
    Value
    $475,939
    Shares
    2,237

    -11%

  • NXP SemiconductorsNXPI
    Share
    0.2%
    Value
    $469,039
    Shares
    1,669

    Held

  • SamsaraIOT
    Share
    0.2%
    Value
    $454,247
    Shares
    14,007

    New

  • Ishares TRMUB
    Share
    0.1%
    Value
    $432,202
    Shares
    4,016

    -83%

  • Bitwise 10 Crypto Index ETFBITW
    Share
    0.1%
    Value
    $357,987
    Shares
    9,526

    -17%

  • Ishares TRMBB
    Share
    0.1%
    Value
    $351,100
    Shares
    3,715

    -37%

  • Dimensional ETF TrustDFAI
    Share
    0.1%
    Value
    $342,540
    Shares
    8,304

    -3%

  • Vanguard Specialized FundsVIG
    Share
    0.1%
    Value
    $324,643
    Shares
    1,372

    Held

  • AlphabetGOOG
    Share
    0.1%
    Value
    $322,671
    Shares
    913

    -3%

  • Dimensional ETF TrustDFIC
    Share
    0.1%
    Value
    $316,300
    Shares
    8,489

    Held

  • Cisco SystemsCSCO
    Share
    <0.1%
    Value
    $277,910
    Shares
    2,366

    -30%

  • Amazon.comAMZN
    Share
    <0.1%
    Value
    $267,417
    Shares
    1,122

    New

  • Invesco Exch Traded FD TR IIXSHQ
    Share
    <0.1%
    Value
    $250,825
    Shares
    5,187

    Held

  • Ishares TRXVV
    Share
    <0.1%
    Value
    $238,972
    Shares
    4,208

    Held

  • Vanguard Index FDSVBK
    Share
    <0.1%
    Value
    $234,248
    Shares
    641

    New

Showing the largest 100 of 110.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 112.4% since 30 June 2025.

Where the money is

Technology1.9%
Media & telecom0.1%
Retail & consumer0.1%
Other97.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.