Archer Investment Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Archer Investment Management, LLC reported 117 stock positions worth $185.9 million. Its top holding was Schwab Intermediate-Term US (SCHR) at 5.5% of the portfolio, followed by Dimensional GLBL Core PL Fix (DFGP, 5.1%) and Vanguard Ftse All-World Ex-U (VEU, 3.7%). Compared with Q3 2025, it opened 61 new positions, sold out of 3, added to 9 and reduced 45. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale Dimensional GLBL Core PL Fix (DFGP, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002052868
- Portfolio Value
- $185.9M (Q4 2025)
- SEC Filing
- 0002052868-26-000001 ↗ filed Jan 12, 2026
Holdings Value
Holdings 117 stocks · $185.9M
| SCHR Schwab Intermediate-Term US | 5.46% | 404,578 | $10.1M | Reduce -30.6% |
| DFGP Dimensional GLBL Core PL Fix | 5.12% | 176,015 | $9.5M | Reduce -35.0% |
| VEU Vanguard Ftse All-World Ex-U | 3.70% | 93,449 | $6.9M | Reduce -26.7% |
| QLTY GMO U.S. Quality ETF | 3.30% | 159,614 | $6.1M | Reduce -30.2% |
| SGOV iShares 0-3 Month Treasury B | 2.98% | 55,266 | $5.5M | Reduce -31.2% |
| IQLT iShares MSCI International Q | 2.97% | 121,547 | $5.5M | Reduce -36.9% |
| TIP iShares Tips Bond ETF | 2.92% | 49,441 | $5.4M | Reduce -32.4% |
| USMF Wisdomtree US Multifactor Fu | 2.79% | 101,325 | $5.2M | Reduce -38.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.72% | 83,023 | $5.0M | New |
| FDEM Fidelity Emrg MRKT Multifact | 2.46% | 148,037 | $4.6M | Reduce -35.2% |
| IVV iShares Core S&P 500 ETF | 2.41% | 6,550 | $4.5M | New |
| BDYN iShares DYN Act ETF | 2.36% | 171,309 | $4.4M | New |
| TLT iShares 20+ Year Treasury BD | 2.11% | 44,911 | $3.9M | Reduce -27.4% |
| SCHG Schwab US Large-Cap Growth | 2.09% | 118,815 | $3.9M | New |
| IVW iShares S&P 500 Growth ETF | 2.05% | 30,897 | $3.8M | New |
| IVE iShares S&P 500 Value ETF | 2.01% | 17,632 | $3.7M | New |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.00% | 71,624 | $3.7M | Reduce -19.6% |
| SCHB Schwab US Broad Market ETF | 1.92% | 136,408 | $3.6M | Reduce -2.3% |
| SCHC Schwab Intl Small-Cap Equity | 1.81% | 73,790 | $3.4M | Reduce -33.6% |
| DGRW Wisdomtree U.S. Quality Divi | 1.76% | 36,592 | $3.3M | Reduce -39.2% |
| SPEM State Street SP PTF Em ETF | 1.55% | 61,442 | $2.9M | New |
| DFSI Dimensional Int Sus COR1 ETF | 1.42% | 61,817 | $2.6M | Reduce -24.2% |
| CVMC Calvert US Mcap Core Resp | 1.37% | 39,608 | $2.5M | Reduce -21.7% |
| CVIE Cal Intl Responsible Index | 1.36% | 35,365 | $2.5M | Reduce -20.7% |
| ESGE iShares Inc. iShares ESG Awar | 1.29% | 54,211 | $2.4M | Reduce -16.3% |
| XLG Invesco S&P 500 Top 50 ETF | 1.16% | 36,513 | $2.2M | New |
| QUAL iShares MSCI USA Quality Fac | 1.05% | 9,788 | $1.9M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.03% | 5,707 | $1.9M | Add +97.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.97% | 38,913 | $1.8M | New |
| USSG Xtrackers MSCI USA Sele Eqty | 0.96% | 28,024 | $1.8M | Reduce -22.7% |
| XLF SS Financial Select Sector | 0.95% | 32,079 | $1.8M | New |
| BAI Ishrs AI in and Tech Act ETF | 0.93% | 51,788 | $1.7M | New |
| THRO iShares U.S. Thematic Rotati | 0.92% | 44,502 | $1.7M | New |
| VGIT Vanguard Intermediate-Term T | 0.88% | 27,372 | $1.6M | Reduce -10.0% |
| DFAC Dimensional US Core Equity 2 | 0.82% | 38,343 | $1.5M | Reduce -20.3% |
| ETH Grayscale Ethereum Staking M | 0.80% | 53,070 | $1.5M | Reduce -8.9% |
| BDVL iShares DV Equity Active ETF | 0.79% | 58,959 | $1.5M | New |
| EFV iShares MSCI Eafe Value ETF | 0.78% | 20,283 | $1.4M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.77% | 27,091 | $1.4M | New |
| RSP Invesco S&P 500 Equal Weight | 0.74% | 7,191 | $1.4M | Reduce -37.5% |
| MBB iShares MBS ETF | 0.74% | 14,434 | $1.4M | New |
| MTUM iShares MSCI USA Momentum Fa | 0.73% | 5,414 | $1.4M | New |
| IWC iShares Micro-Cap ETF | 0.69% | 8,168 | $1.3M | Reduce -31.8% |
| EAGG iShares ESG Aware US Aggrega | 0.67% | 25,843 | $1.2M | New |
| SUSC iShares ESG Aware Usd Corpor | 0.65% | 52,056 | $1.2M | New |
| LCTU iShares U.S. Carbon Transiti | 0.64% | 16,128 | $1.2M | New |
| ARKF ARK Blockchain & Fintech Inn | 0.63% | 24,672 | $1.2M | Reduce -33.7% |
| XLK SS Technology Select Sector | 0.62% | 8,026 | $1.2M | New |
| BTC Grayscale Bitcoin Mini ETF | 0.62% | 29,714 | $1.2M | Reduce -3.4% |
| ITA iShares U.S. Aerospace & Def | 0.60% | 5,225 | $1.1M | Reduce -29.7% |
| INTF iShares International Equity | 0.60% | 29,372 | $1.1M | Reduce -3.8% |
| IAU iShares Gold Trust | 0.55% | 12,645 | $1.0M | New |
| AAPL Apple Inc. | 0.54% | 3,664 | $996K | Reduce -3.8% |
| IEUR iShares Core MSCI Europe ETF | 0.53% | 13,772 | $978K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 10,923 | $977K | New |
| ESGU iShares ESG Aware MSCI USA | 0.52% | 6,483 | $966K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.47% | 7,955 | $877K | New |
| SCHF Schwab Intl Equity ETF | 0.47% | 36,243 | $871K | Reduce -0.3% |
| XVV iShares ESG Select Screened | 0.45% | 15,909 | $838K | Reduce -11.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.43% | 6,161 | $794K | New |
| BITB Bitwise Bitcoin ETF | 0.43% | 16,669 | $793K | Reduce -7.8% |
| IBIT iShares Bitcoin Trust ETF | 0.41% | 15,530 | $771K | New |
| TLH iShares 10-20 Year Treasury | 0.39% | 7,163 | $728K | New |
| IAGG iShares Intl Aggregate Bond | 0.39% | 14,539 | $727K | Add +44.4% |
| SHLD Global X Defense Tech ETF | 0.39% | 11,194 | $725K | New |
| OEF iShares S&P 100 ETF | 0.38% | 2,068 | $709K | New |
| DFIV Dimensional International Va | 0.38% | 14,091 | $703K | Reduce -0.3% |
| VGLT Vanguard Long-Term Treasury | 0.36% | 11,853 | $661K | Reduce -8.8% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 21,790 | $621K | Reduce -37.4% |
| XLI SS Industrial Select Sector | 0.33% | 3,933 | $610K | New |
| GARP iShares MSCI USA Quality Gar | 0.32% | 8,767 | $597K | New |
| BGRN iShares Usd Green Bond ETF | 0.29% | 11,382 | $546K | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 8,687 | $543K | Add +4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 2,830 | $541K | Add +0.1% |
| DFIC Dimensional International Co. | 0.28% | 15,106 | $521K | Reduce -16.9% |
| INMU iShares Intermediate Muni Inc. | 0.27% | 21,152 | $508K | New |
| DFAI Dimensional International Co. | 0.27% | 13,182 | $502K | Reduce -12.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.26% | 18,426 | $488K | New |
| ICLN iShares Global Clean Energy | 0.26% | 29,322 | $482K | Reduce -23.0% |
| USXF iShares ESG Advance MSCI USA | 0.25% | 7,971 | $459K | New |
| XLV SS Health Care Select Sector | 0.24% | 2,937 | $455K | New |
| EMB iShares JP Morgan Usd Emergi | 0.24% | 4,663 | $449K | New |
| IEMG iShares Core MSCI Emerging | 0.24% | 6,657 | $448K | New |
| EUSB Ishr ESG Advn Universal BD-$ | 0.23% | 9,710 | $426K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 8,469 | $426K | New |
| SPMB SS SPDR P Mort Back Bond ETF | 0.23% | 18,743 | $420K | New |
| XSHQ Invesco S&P Smallcap Quality | 0.22% | 9,918 | $418K | Reduce -9.4% |
| VXUS Vanguard Total Intl Stock | 0.22% | 5,525 | $417K | New |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,756 | $386K | New |
| RING iShares MSCI Global Gold Min | 0.20% | 4,981 | $367K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 7,588 | $367K | New |
| MSFT Microsoft Corp. | 0.20% | 753 | $364K | Add +9.0% |
| SCHO Schwab Short-Term US Treas | 0.20% | 14,902 | $363K | Reduce -9.8% |
| NXPI NXP Semiconductors NV | 0.20% | 1,670 | $362K | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.19% | 2,948 | $352K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 3,005 | $342K | New |
| AMZN Amazon.com Inc. | 0.18% | 1,468 | $339K | Reduce -2.3% |
| XLC SS Comm Select Sector SPDR | 0.18% | 2,866 | $337K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.15% | 4,012 | $287K | No change |
| NVDA Nvidia Corp. | 0.15% | 1,519 | $283K | Add +7.3% |
Portfolio Sells Q3 2025 → Q4 2025
| DFGP Dimensional GLBL Core PL Fix | Reduce -35.0% | 5.12% | −4.12 |
| SCHR Schwab Intermediate-Term US | Reduce -30.6% | 5.46% | −3.54 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −3.05 |
| USMF Wisdomtree US Multifactor Fu | Reduce -38.0% | 2.79% | −2.45 |
| IQLT iShares MSCI International Q | Reduce -36.9% | 2.97% | −2.25 |
| TIP iShares Tips Bond ETF | Reduce -32.4% | 2.92% | −2.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -31.2% | 2.98% | −1.99 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -26.7% | 3.70% | −1.89 |
| QLTY GMO U.S. Quality ETF | Reduce -30.2% | 3.30% | −1.78 |
| FDEM Fidelity Emrg MRKT Multifact | Reduce -35.2% | 2.46% | −1.76 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -39.2% | 1.76% | −1.53 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -33.6% | 1.81% | −1.30 |
| TLT iShares 20+ Year Treasury BD | Reduce -27.4% | 2.11% | −1.29 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Reduce -19.6% | 2.00% | −0.92 |
| ARKF ARK Blockchain & Fintech Inn | Reduce -33.7% | 0.63% | −0.67 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -24.2% | 1.42% | −0.63 |
| CVMC Calvert US Mcap Core Resp | Reduce -21.7% | 1.37% | −0.61 |
| ETH Grayscale Ethereum Staking M | Reduce -8.9% | 0.80% | −0.60 |
| RSP Invesco S&P 500 Equal Weight | Reduce -37.5% | 0.74% | −0.60 |
| CVIE Cal Intl Responsible Index | Reduce -20.7% | 1.36% | −0.51 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -16.3% | 1.29% | −0.44 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -22.7% | 0.96% | −0.41 |
| IWC iShares Micro-Cap ETF | Reduce -31.8% | 0.69% | −0.40 |
| ITA iShares U.S. Aerospace & Def | Reduce -29.7% | 0.60% | −0.35 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -3.4% | 0.62% | −0.34 |
| DFAC Dimensional US Core Equity 2 | Reduce -20.3% | 0.82% | −0.32 |
| SCHB Schwab US Broad Market ETF | Reduce -2.3% | 1.92% | −0.28 |
| BITB Bitwise Bitcoin ETF | Reduce -7.8% | 0.43% | −0.26 |
| SCHA Schwab US Small-Cap ETF | Reduce -37.4% | 0.33% | −0.26 |
| VGIT Vanguard Intermediate-Term T | Reduce -10.0% | 0.88% | −0.24 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.15 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.15 |
| XVV iShares ESG Select Screened | Reduce -11.4% | 0.45% | −0.12 |
| ICLN iShares Global Clean Energy | Reduce -23.0% | 0.26% | −0.10 |
| VGLT Vanguard Long-Term Treasury | Reduce -8.8% | 0.36% | −0.10 |
| DFIC Dimensional International Co. | Reduce -16.9% | 0.28% | −0.09 |
| INTF iShares International Equity | Reduce -3.8% | 0.60% | −0.08 |
| DFAI Dimensional International Co. | Reduce -12.7% | 0.27% | −0.07 |
| XSHQ Invesco S&P Smallcap Quality | Reduce -9.4% | 0.22% | −0.06 |
| AAPL Apple Inc. | Reduce -3.8% | 0.54% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -9.8% | 0.20% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.47% | −0.05 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Reduce -9.6% | 0.14% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -10.1% | 0.13% | −0.04 |
| DFIV Dimensional International Va | Reduce -0.3% | 0.38% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.18% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.12% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.14% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 2.72% | +2.72 |
| IVV iShares Core S&P 500 ETF | New | 2.41% | +2.41 |
| BDYN iShares DYN Act ETF | New | 2.36% | +2.36 |
| SCHG Schwab US Large-Cap Growth | New | 2.09% | +2.09 |
| IVW iShares S&P 500 Growth ETF | New | 2.05% | +2.05 |
| IVE iShares S&P 500 Value ETF | New | 2.01% | +2.01 |
| SPEM State Street SP PTF Em ETF | New | 1.55% | +1.55 |
| XLG Invesco S&P 500 Top 50 ETF | New | 1.16% | +1.16 |
| QUAL iShares MSCI USA Quality Fac | New | 1.05% | +1.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.97% | +0.97 |
| XLF SS Financial Select Sector | New | 0.95% | +0.95 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.93% | +0.93 |
| THRO iShares U.S. Thematic Rotati | New | 0.92% | +0.92 |
| BDVL iShares DV Equity Active ETF | New | 0.79% | +0.79 |
| EFV iShares MSCI Eafe Value ETF | New | 0.78% | +0.78 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.77% | +0.77 |
| MBB iShares MBS ETF | New | 0.74% | +0.74 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.73% | +0.73 |
| EAGG iShares ESG Aware US Aggrega | New | 0.67% | +0.67 |
| SUSC iShares ESG Aware Usd Corpor | New | 0.65% | +0.65 |
| LCTU iShares U.S. Carbon Transiti | New | 0.64% | +0.64 |
| XLK SS Technology Select Sector | New | 0.62% | +0.62 |
| IAU iShares Gold Trust | New | 0.55% | +0.55 |
| IEUR iShares Core MSCI Europe ETF | New | 0.53% | +0.53 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.53% | +0.53 |
| ESGU iShares ESG Aware MSCI USA | New | 0.52% | +0.52 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.47% | +0.47 |
| VTI VG Morningstar TS MKT ETF-US | Add +97.3% | 1.03% | +0.45 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.43% | +0.43 |
| IBIT iShares Bitcoin Trust ETF | New | 0.41% | +0.41 |
| TLH iShares 10-20 Year Treasury | New | 0.39% | +0.39 |
| SHLD Global X Defense Tech ETF | New | 0.39% | +0.39 |
| OEF iShares S&P 100 ETF | New | 0.38% | +0.38 |
| XLI SS Industrial Select Sector | New | 0.33% | +0.33 |
| GARP iShares MSCI USA Quality Gar | New | 0.32% | +0.32 |
| INMU iShares Intermediate Muni Inc. | New | 0.27% | +0.27 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.26% | +0.26 |
| USXF iShares ESG Advance MSCI USA | New | 0.25% | +0.25 |
| XLV SS Health Care Select Sector | New | 0.24% | +0.24 |
| EMB iShares JP Morgan Usd Emergi | New | 0.24% | +0.24 |
| IEMG iShares Core MSCI Emerging | New | 0.24% | +0.24 |
| EUSB Ishr ESG Advn Universal BD-$ | New | 0.23% | +0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.23% | +0.23 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 0.23% | +0.23 |
| VXUS Vanguard Total Intl Stock | New | 0.22% | +0.22 |
| VIG Vanguard Dividend Apprec ETF | New | 0.21% | +0.21 |
| RING iShares MSCI Global Gold Min | New | 0.20% | +0.20 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.20% | +0.20 |
| XLY SS Consumer Disc Select Sect | New | 0.19% | +0.19 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.18% | +0.18 |
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 |