Archer Investment Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Archer Investment Management, LLC reported 57 stock positions worth $144.6 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 11.3% of the portfolio, followed by Dimensional GLBL Core PL Fix (DFGP, 8.8%) and Vanguard Ftse All-World Ex-U (VEU, 7.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 8, added to 12 and reduced 38. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +17%) and the biggest sale GMO U.S. Quality ETF (QLTY, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002052868
- Portfolio Value
- $144.6M (Q1 2025)
- SEC Filing
- 0001085146-25-001956 ↗ filed Apr 9, 2025
Holdings Value
Holdings 57 stocks · $144.6M
| SCHR Schwab Intermediate-Term US | 11.33% | 658,564 | $16.4M | Reduce -5.6% |
| DFGP Dimensional GLBL Core PL Fix | 8.77% | 237,243 | $12.7M | Reduce -6.0% |
| VEU Vanguard Ftse All-World Ex-U | 7.03% | 167,499 | $10.2M | Add +0.7% |
| QLTY GMO U.S. Quality ETF | 6.93% | 320,539 | $10.0M | Reduce -30.8% |
| USMF Wisdomtree US Multifactor Fu | 6.86% | 199,906 | $9.9M | Reduce -27.6% |
| IQLT iShares MSCI International Q | 6.43% | 234,040 | $9.3M | Add +2.1% |
| FLDR Fidelity Low Durat Fact ETF | 5.13% | 147,956 | $7.4M | Add +7.7% |
| TLT iShares 20+ Year Treasury BD | 4.92% | 78,068 | $7.1M | Add +16.8% |
| DGRW Wisdomtree U.S. Quality Divi | 4.46% | 80,767 | $6.5M | Reduce -30.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 3.04% | 85,306 | $4.4M | Reduce -4.5% |
| SCHB Schwab US Broad Market ETF | 2.62% | 176,173 | $3.8M | Reduce -20.2% |
| CVMC Calvert US Mcap Core Resp | 2.58% | 65,830 | $3.7M | Reduce -26.1% |
| DFSI Dimensional Int Sus COR1 ETF | 2.13% | 88,405 | $3.1M | Reduce -0.1% |
| CVIE Cal Intl Responsible Index | 1.88% | 46,924 | $2.7M | Reduce -10.7% |
| SCHO Schwab Short-Term US Treas | 1.82% | 108,173 | $2.6M | Reduce -26.1% |
| DFSD Dimensional Short Duration | 1.67% | 50,789 | $2.4M | Reduce -3.6% |
| RSP Invesco S&P 500 Equal Weight | 1.63% | 13,644 | $2.4M | Reduce -36.0% |
| USSG Xtrackers MSCI USA Sele Eqty | 1.60% | 45,893 | $2.3M | Reduce -34.0% |
| DFAC Dimensional US Core Equity 2 | 1.40% | 61,224 | $2.0M | Add +87.8% |
| FUTY Fidelity MSCI US Utilities | 1.22% | 34,483 | $1.8M | Reduce -5.3% |
| ETH Grayscale Ethereum Staking M | 1.01% | 84,518 | $1.5M | Add +137.5% |
| SCHA Schwab US Small-Cap ETF | 0.97% | 59,646 | $1.4M | Reduce -31.6% |
| BITB Bitwise Bitcoin ETF | 0.95% | 30,694 | $1.4M | Reduce -7.9% |
| INTF iShares International Equity | 0.89% | 41,754 | $1.3M | Reduce -13.3% |
| AAPL Apple Inc. | 0.86% | 5,602 | $1.2M | Add +52.1% |
| IWC iShares Micro-Cap ETF | 0.85% | 11,088 | $1.2M | Reduce -12.4% |
| VGIT Vanguard Intermediate-Term T | 0.84% | 20,532 | $1.2M | Reduce -8.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 3,334 | $916K | Add +179.9% |
| SCHF Schwab Intl Equity ETF | 0.63% | 45,692 | $904K | Reduce -15.7% |
| DFIC Dimensional International Co. | 0.62% | 32,162 | $893K | Reduce -3.5% |
| DELL Dell Technologies -C | 0.55% | 8,691 | $792K | New |
| XVV iShares ESG Select Screened | 0.55% | 18,480 | $791K | Reduce -38.1% |
| DFAI Dimensional International Co. | 0.53% | 24,652 | $770K | Reduce -17.8% |
| IAGG iShares Intl Aggregate Bond | 0.48% | 13,795 | $690K | Reduce -16.6% |
| DFIV Dimensional International Va | 0.47% | 17,131 | $674K | Reduce -1.9% |
| VGLT Vanguard Long-Term Treasury | 0.46% | 11,629 | $670K | Add +65.5% |
| VXUS Vanguard Total Intl Stock | 0.40% | 9,229 | $573K | New |
| TBLU Managed Portfolio Series | 0.37% | 11,304 | $535K | Reduce -11.2% |
| BGRN iShares Usd Green Bond ETF | 0.37% | 11,149 | $528K | Reduce -6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 3,013 | $520K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.35% | 13,847 | $505K | New |
| VEA Vanguard Ftse Developed ETF | 0.31% | 8,917 | $453K | New |
| AVUV Avantis US Small Cap Value | 0.28% | 4,587 | $400K | Reduce -68.1% |
| DUHP Dimensional US High Profi Et | 0.27% | 11,850 | $393K | Reduce -37.6% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.26% | 10,159 | $382K | Reduce -19.0% |
| BND Vanguard Total Bond Market | 0.26% | 5,096 | $374K | Reduce -10.0% |
| DFAX Dimensional World Ex US Core | 0.25% | 13,653 | $358K | Reduce -16.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.23% | 6,048 | $335K | Reduce -10.7% |
| NXPI NXP Semiconductors NV | 0.22% | 1,671 | $318K | New |
| ETHE Grayscale Ethereum Staking E | 0.21% | 19,502 | $297K | Reduce -3.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.19% | 4,750 | $280K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.17% | 1,318 | $251K | Add +3.9% |
| DFAU Dimensional US Core Equity M | 0.17% | 6,349 | $244K | Reduce -28.4% |
| MSFT Microsoft Corp. | 0.17% | 635 | $238K | Add +5.1% |
| DFUV Dimensional US Marketwide Va | 0.15% | 5,405 | $223K | Reduce -42.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.15% | 3,328 | $211K | New |
| VOO Vanguard S&P 500 ETF | 0.14% | 390 | $200K | Reduce -10.8% |
Portfolio Sells Q4 2024 → Q1 2025
| QLTY GMO U.S. Quality ETF | Reduce -30.8% | 6.93% | −2.19 |
| USMF Wisdomtree US Multifactor Fu | Reduce -27.6% | 6.86% | −1.58 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -30.0% | 4.46% | −1.29 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -34.0% | 1.60% | −0.71 |
| CVMC Calvert US Mcap Core Resp | Reduce -26.1% | 2.58% | −0.67 |
| RSP Invesco S&P 500 Equal Weight | Reduce -36.0% | 1.63% | −0.66 |
| AVUV Avantis US Small Cap Value | Reduce -68.1% | 0.28% | −0.58 |
| SCHB Schwab US Broad Market ETF | Reduce -20.2% | 2.62% | −0.46 |
| DFAE Dimensional Emerging Core Eq | Sold out | 0.00% | −0.46 |
| SCHA Schwab US Small-Cap ETF | Reduce -31.6% | 0.97% | −0.42 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.36 |
| SCHO Schwab Short-Term US Treas | Reduce -26.1% | 1.82% | −0.35 |
| XVV iShares ESG Select Screened | Reduce -38.1% | 0.55% | −0.29 |
| DFSV Dimensional US Small Cap Val | Sold out | 0.00% | −0.20 |
| IWC iShares Micro-Cap ETF | Reduce -12.4% | 0.85% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.15 |
| ETHE Grayscale Ethereum Staking E | Reduce -3.9% | 0.21% | −0.14 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.14 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.14 |
| DIHP Dimensional International Hi | Sold out | 0.00% | −0.13 |
| DUHP Dimensional US High Profi Et | Reduce -37.6% | 0.27% | −0.12 |
| BITB Bitwise Bitcoin ETF | Reduce -7.9% | 0.95% | −0.09 |
| DFUV Dimensional US Marketwide Va | Reduce -42.0% | 0.15% | −0.08 |
| CLSK Cleanspark Inc. | Sold out | 0.00% | −0.07 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Reduce -19.0% | 0.26% | −0.05 |
| DFAU Dimensional US Core Equity M | Reduce -28.4% | 0.17% | −0.05 |
| IAGG iShares Intl Aggregate Bond | Reduce -16.6% | 0.48% | −0.03 |
| DFAI Dimensional International Co. | Reduce -17.8% | 0.53% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -10.8% | 0.14% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -16.8% | 0.25% | −0.00 |
| TBLU Managed Portfolio Series | Reduce -11.2% | 0.37% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -15.7% | 0.63% | +0.01 |
| BND Vanguard Total Bond Market | Reduce -10.0% | 0.26% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -10.7% | 0.23% | +0.01 |
| BGRN iShares Usd Green Bond ETF | Reduce -6.8% | 0.37% | +0.02 |
| INTF iShares International Equity | Reduce -13.3% | 0.89% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Reduce -8.2% | 0.84% | +0.05 |
| DFIV Dimensional International Va | Reduce -1.9% | 0.47% | +0.08 |
| DFIC Dimensional International Co. | Reduce -3.5% | 0.62% | +0.09 |
| CVIE Cal Intl Responsible Index | Reduce -10.7% | 1.88% | +0.09 |
| FUTY Fidelity MSCI US Utilities | Reduce -5.3% | 1.22% | +0.12 |
| DFSD Dimensional Short Duration | Reduce -3.6% | 1.67% | +0.15 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -4.5% | 3.04% | +0.24 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -0.1% | 2.13% | +0.34 |
| DFGP Dimensional GLBL Core PL Fix | Reduce -6.0% | 8.77% | +0.56 |
| SCHR Schwab Intermediate-Term US | Reduce -5.6% | 11.33% | +0.89 |
Portfolio Buys Q4 2024 → Q1 2025
| TLT iShares 20+ Year Treasury BD | Add +16.8% | 4.92% | +1.32 |
| IQLT iShares MSCI International Q | Add +2.1% | 6.43% | +1.19 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.7% | 7.03% | +1.15 |
| FLDR Fidelity Low Durat Fact ETF | Add +7.7% | 5.13% | +0.91 |
| DFAC Dimensional US Core Equity 2 | Add +87.8% | 1.40% | +0.70 |
| DELL Dell Technologies -C | New | 0.55% | +0.55 |
| VTI VG Morningstar TS MKT ETF-US | Add +179.9% | 0.63% | +0.42 |
| VXUS Vanguard Total Intl Stock | New | 0.40% | +0.40 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.36% | +0.36 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.35% | +0.35 |
| ETH Grayscale Ethereum Staking M | Add +137.5% | 1.01% | +0.32 |
| VEA Vanguard Ftse Developed ETF | New | 0.31% | +0.31 |
| AAPL Apple Inc. | Add +52.1% | 0.86% | +0.29 |
| VGLT Vanguard Long-Term Treasury | Add +65.5% | 0.46% | +0.22 |
| NXPI NXP Semiconductors NV | New | 0.22% | +0.22 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.15% | +0.15 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.6% | 0.19% | +0.03 |
| MSFT Microsoft Corp. | Add +5.1% | 0.17% | +0.01 |
| AMZN Amazon.com Inc. | Add +3.9% | 0.17% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 110 | $292.7M | IVV, CORO, DYNF, IVW, IVE |
| Q1 2026 | 108 | $237.7M | IVE, IVV, CORO, IVW, DYNF |
| Q4 2025 | 117 | $185.9M | SCHR, DFGP, VEU, QLTY, SGOV |
| Q3 2025 | 59 | $162.8M | DFGP, SCHR, VEU, USMF, IQLT |
| Q2 2025 | 53 | $137.8M | SCHR, DFGP, SGOV, VEU, IQLT |
| Q1 2025 | 57 | $144.6M | SCHR, DFGP, VEU, QLTY, USMF |
| Q4 2024 | 58 | $162.4M | SCHR, QLTY, USMF, DFGP, VEU |