Archer Investment Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Archer Investment Management, LLC reported 108 stock positions worth $237.7 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 5.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.5%) and Ish Intl CTRY Rot Act ETF (CORO, 5.5%). Compared with Q4 2025, it opened 26 new positions, sold out of 35, added to 39 and reduced 43. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0002052868
- Portfolio Value
- $237.7M (Q1 2026)
- SEC Filing
- 0002052868-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 108 stocks · $237.7M
| IVE iShares S&P 500 Value ETF | 5.83% | 65,657 | $13.9M | Add +272.4% |
| IVV iShares Core S&P 500 ETF | 5.52% | 20,098 | $13.1M | Add +206.8% |
| CORO Ish Intl CTRY Rot Act ETF | 5.52% | 407,781 | $13.1M | New |
| IVW iShares S&P 500 Growth ETF | 4.79% | 100,635 | $11.4M | Add +225.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.78% | 195,227 | $11.4M | Add +135.2% |
| SPEM State Street SP PTF Em ETF | 2.81% | 142,494 | $6.7M | Add +131.9% |
| BAI Ishrs AI in and Tech Act ETF | 2.79% | 201,469 | $6.6M | Add +289.0% |
| QUAL iShares MSCI USA Quality Fac | 2.78% | 34,483 | $6.6M | Add +252.3% |
| EAGG iShares ESG Aware US Aggrega | 2.73% | 136,477 | $6.5M | Add +428.1% |
| THRO iShares U.S. Thematic Rotati | 2.54% | 166,848 | $6.0M | Add +274.9% |
| PZA Invesco National Amt-Free Mu | 2.51% | 259,293 | $6.0M | New |
| LCTU iShares U.S. Carbon Transiti | 2.43% | 82,480 | $5.8M | Add +411.4% |
| SUSC iShares ESG Aware Usd Corpor | 2.38% | 244,396 | $5.7M | Add +369.5% |
| SHLD Global X Defense Tech ETF | 2.11% | 70,763 | $5.0M | Add +532.1% |
| BLCR iShares LRG CP CR Act ETF-Ui | 2.07% | 119,791 | $4.9M | New |
| MTUM iShares MSCI USA Momentum Fa | 2.03% | 20,091 | $4.8M | Add +271.1% |
| USXF iShares ESG Advance MSCI USA | 1.99% | 85,845 | $4.7M | Add +977.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.99% | 39,065 | $4.7M | Add +534.1% |
| ESGU iShares ESG Aware MSCI USA | 1.93% | 32,494 | $4.6M | Add +401.2% |
| EUSB Ishr ESG Advn Universal BD-$ | 1.39% | 75,725 | $3.3M | Add +679.9% |
| IBIT iShares Bitcoin Trust ETF | 1.37% | 84,634 | $3.3M | Add +445.0% |
| GOVT iShares US Treasury Bond ETF | 1.36% | 140,981 | $3.2M | New |
| BBUS JPMorgan Betabuilders US Equ | 1.30% | 26,322 | $3.1M | New |
| INMU iShares Intermediate Muni Inc. | 1.29% | 127,835 | $3.1M | Add +504.4% |
| SCHB Schwab US Broad Market ETF | 1.28% | 121,697 | $3.1M | Reduce -10.8% |
| SCHG Schwab US Large-Cap Growth | 1.24% | 101,562 | $3.0M | Reduce -14.5% |
| VEU Vanguard Ftse All-World Ex-U | 1.18% | 37,241 | $2.8M | Reduce -60.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.17% | 53,764 | $2.8M | Add +98.5% |
| ESGE iShares Inc. iShares ESG Awar | 1.15% | 59,935 | $2.7M | Add +10.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.14% | 35,550 | $2.7M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.14% | 54,302 | $2.7M | Add +541.2% |
| BNDX Vanguard Total Intl Bond ETF | 1.13% | 55,854 | $2.7M | Add +636.1% |
| MUB iShares National Muni Bond E | 1.04% | 23,403 | $2.5M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.00% | 51,689 | $2.4M | Add +32.8% |
| QLTY GMO U.S. Quality ETF | 0.93% | 61,200 | $2.2M | Reduce -61.7% |
| GSLC Goldman Activebeta US LC ETF | 0.84% | 15,923 | $2.0M | New |
| SPMB SS SPDR P Mort Back Bond ETF | 0.82% | 87,193 | $2.0M | Add +365.2% |
| EFV iShares MSCI Eafe Value ETF | 0.76% | 24,227 | $1.8M | Add +19.4% |
| IAU iShares Gold Trust | 0.75% | 20,217 | $1.8M | Add +59.9% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.75% | 23,526 | $1.8M | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.74% | 66,535 | $1.7M | Add +261.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 4,882 | $1.6M | Reduce -14.5% |
| LCTD iShares World Ex U.S. Carbon | 0.65% | 28,008 | $1.5M | Add +636.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 7,725 | $1.5M | Add +173.0% |
| DFAC Dimensional US Core Equity 2 | 0.62% | 37,696 | $1.5M | Reduce -1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.58% | 3,153 | $1.4M | Add +629.9% |
| EVUS iShares ESG Aw MSCI US Value | 0.57% | 42,384 | $1.3M | Add +415.2% |
| USMF Wisdomtree US Multifactor Fu | 0.55% | 26,367 | $1.3M | Reduce -74.0% |
| SYSB iShares Systematic Bond ETF | 0.53% | 14,070 | $1.3M | New |
| VGIT Vanguard Intermediate-Term T | 0.45% | 18,093 | $1.1M | Reduce -33.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.44% | 9,428 | $1.0M | Add +213.7% |
| JQUA JPMorgan US Quality Factor | 0.42% | 16,405 | $1.0M | New |
| ESGD iShares Trust iShares ESG Aw | 0.42% | 10,355 | $990K | New |
| VGT Vanguard Info Tech ETF | 0.40% | 1,379 | $962K | New |
| IQLT iShares MSCI International Q | 0.40% | 20,462 | $946K | Reduce -83.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.39% | 9,955 | $923K | New |
| SCMB Schwab Municipal Bond ETF | 0.38% | 35,200 | $897K | New |
| AAPL Apple Inc. | 0.37% | 3,439 | $873K | Reduce -6.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.34% | 9,232 | $811K | Reduce -74.8% |
| SCHF Schwab Intl Equity ETF | 0.29% | 27,471 | $680K | Reduce -24.2% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 10,575 | $678K | Add +21.7% |
| LMUB iShares LT National Muni BD | 0.28% | 13,555 | $677K | New |
| USSG Xtrackers MSCI USA Sele Eqty | 0.27% | 10,942 | $653K | Reduce -61.0% |
| CVMC Calvert US Mcap Core Resp | 0.27% | 10,140 | $649K | Reduce -74.4% |
| DFIV Dimensional International Va | 0.25% | 11,454 | $605K | Reduce -18.7% |
| CVIE Cal Intl Responsible Index | 0.25% | 8,267 | $601K | Reduce -76.6% |
| MBB iShares MBS ETF | 0.24% | 5,920 | $562K | Reduce -59.0% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 10,308 | $557K | New |
| ICVT iShares Convertible Bond ETF | 0.23% | 5,388 | $548K | Add +95.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.22% | 5,141 | $532K | Add +157.7% |
| BITW Bitwise 10 Crypto Index ETF | 0.22% | 11,544 | $515K | New |
| INTF iShares International Equity | 0.21% | 13,108 | $511K | Reduce -55.4% |
| XLK SS Technology Select Sector | 0.21% | 3,774 | $502K | Reduce -53.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.20% | 19,416 | $487K | New |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 2,525 | $485K | Reduce -64.9% |
| IWC iShares Micro-Cap ETF | 0.20% | 2,995 | $478K | Reduce -63.3% |
| BDYN iShares DYN Act ETF | 0.20% | 19,227 | $467K | Reduce -88.8% |
| VCIT Vanguard Int-Term Corporate | 0.19% | 5,478 | $453K | New |
| FDEM Fidelity Emrg MRKT Multifact | 0.18% | 13,664 | $432K | Reduce -90.8% |
| DFSI Dimensional Int Sus COR1 ETF | 0.16% | 8,972 | $380K | Reduce -85.5% |
| NVDA Nvidia Corp. | 0.16% | 2,166 | $378K | Add +42.6% |
| IEMG iShares Core MSCI Emerging | 0.15% | 5,105 | $356K | Reduce -23.3% |
| IAGG iShares Intl Aggregate Bond | 0.14% | 6,870 | $344K | Reduce -52.8% |
| XLI SS Industrial Select Sector | 0.14% | 2,125 | $344K | Reduce -46.0% |
| DFAI Dimensional International Co. | 0.14% | 8,566 | $334K | Reduce -35.0% |
| NXPI NXP Semiconductors NV | 0.14% | 1,668 | $328K | Reduce -0.1% |
| GLDM SPDR Gold Minishares Trust | 0.14% | 3,500 | $324K | New |
| DFIC Dimensional International Co. | 0.13% | 8,648 | $307K | Reduce -42.8% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,382 | $297K | Reduce -21.3% |
| GOOG Alphabet Inc. Class C | 0.11% | 942 | $270K | Add +16.7% |
| TLH iShares 10-20 Year Treasury | 0.11% | 2,662 | $268K | Reduce -62.8% |
| CSCO Cisco Systems Inc. | 0.11% | 3,374 | $262K | Add +0.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.11% | 3,766 | $258K | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,821 | $255K | Reduce -74.2% |
| IAUM iShares Gold Trust Micro | 0.10% | 5,161 | $241K | New |
| NCIQ Hashdex Nasdaq Cme Crypto Inc. | 0.10% | 13,192 | $227K | New |
| XLF SS Financial Select Sector | 0.09% | 4,525 | $223K | Reduce -85.9% |
| XSHQ Invesco S&P Smallcap Quality | 0.09% | 5,254 | $222K | Reduce -47.0% |
| ITA iShares U.S. Aerospace & Def | 0.09% | 1,003 | $219K | Reduce -80.8% |
| MSFT Microsoft Corp. | 0.09% | 584 | $216K | Reduce -22.4% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHR Schwab Intermediate-Term US | Reduce -97.9% | 0.09% | −5.37 |
| DFGP Dimensional GLBL Core PL Fix | Sold out | 0.00% | −5.12 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −2.98 |
| TIP iShares Tips Bond ETF | Reduce -96.3% | 0.08% | −2.84 |
| IQLT iShares MSCI International Q | Reduce -83.2% | 0.40% | −2.57 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -60.1% | 1.18% | −2.52 |
| QLTY GMO U.S. Quality ETF | Reduce -61.7% | 0.93% | −2.37 |
| FDEM Fidelity Emrg MRKT Multifact | Reduce -90.8% | 0.18% | −2.28 |
| USMF Wisdomtree US Multifactor Fu | Reduce -74.0% | 0.55% | −2.25 |
| BDYN iShares DYN Act ETF | Reduce -88.8% | 0.20% | −2.16 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −2.11 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Sold out | 0.00% | −2.00 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −1.81 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -74.8% | 0.34% | −1.42 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -85.5% | 0.16% | −1.26 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −1.16 |
| CVIE Cal Intl Responsible Index | Reduce -76.6% | 0.25% | −1.10 |
| CVMC Calvert US Mcap Core Resp | Reduce -74.4% | 0.27% | −1.09 |
| XLF SS Financial Select Sector | Reduce -85.9% | 0.09% | −0.85 |
| SCHG Schwab US Large-Cap Growth | Reduce -14.5% | 1.24% | −0.84 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.80 |
| BDVL iShares DV Equity Active ETF | Sold out | 0.00% | −0.79 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -61.0% | 0.27% | −0.68 |
| SCHB Schwab US Broad Market ETF | Reduce -10.8% | 1.28% | −0.64 |
| ARKF ARK Blockchain & Fintech Inn | Sold out | 0.00% | −0.63 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.62 |
| RSP Invesco S&P 500 Equal Weight | Reduce -64.9% | 0.20% | −0.54 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.53 |
| ITA iShares U.S. Aerospace & Def | Reduce -80.8% | 0.09% | −0.51 |
| MBB iShares MBS ETF | Reduce -59.0% | 0.24% | −0.50 |
| IWC iShares Micro-Cap ETF | Reduce -63.3% | 0.20% | −0.49 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.47 |
| VGIT Vanguard Intermediate-Term T | Reduce -33.9% | 0.45% | −0.43 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.43 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -74.2% | 0.11% | −0.42 |
| XLK SS Technology Select Sector | Reduce -53.0% | 0.21% | −0.41 |
| INTF iShares International Equity | Reduce -55.4% | 0.21% | −0.38 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.38 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.5% | 0.66% | −0.37 |
| XVV iShares ESG Select Screened | Reduce -73.5% | 0.09% | −0.36 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.36 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.33 |
| GARP iShares MSCI USA Quality Gar | Sold out | 0.00% | −0.32 |
| BGRN iShares Usd Green Bond ETF | Sold out | 0.00% | −0.29 |
| TLH iShares 10-20 Year Treasury | Reduce -62.8% | 0.11% | −0.28 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.26 |
| IAGG iShares Intl Aggregate Bond | Reduce -52.8% | 0.14% | −0.25 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.24 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.24 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 0.62% | −0.20 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 5.52% | +5.52 |
| IVE iShares S&P 500 Value ETF | Add +272.4% | 5.83% | +3.82 |
| IVV iShares Core S&P 500 ETF | Add +206.8% | 5.52% | +3.11 |
| IVW iShares S&P 500 Growth ETF | Add +225.7% | 4.79% | +2.74 |
| PZA Invesco National Amt-Free Mu | New | 2.51% | +2.51 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 2.07% | +2.07 |
| EAGG iShares ESG Aware US Aggrega | Add +428.1% | 2.73% | +2.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +135.2% | 4.78% | +2.06 |
| BAI Ishrs AI in and Tech Act ETF | Add +289.0% | 2.79% | +1.86 |
| LCTU iShares U.S. Carbon Transiti | Add +411.4% | 2.43% | +1.79 |
| USXF iShares ESG Advance MSCI USA | Add +977.0% | 1.99% | +1.75 |
| QUAL iShares MSCI USA Quality Fac | Add +252.3% | 2.78% | +1.74 |
| SUSC iShares ESG Aware Usd Corpor | Add +369.5% | 2.38% | +1.72 |
| SHLD Global X Defense Tech ETF | Add +532.1% | 2.11% | +1.72 |
| THRO iShares U.S. Thematic Rotati | Add +274.9% | 2.54% | +1.62 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +534.1% | 1.99% | +1.56 |
| ESGU iShares ESG Aware MSCI USA | Add +401.2% | 1.93% | +1.41 |
| GOVT iShares US Treasury Bond ETF | New | 1.36% | +1.36 |
| MTUM iShares MSCI USA Momentum Fa | Add +271.1% | 2.03% | +1.30 |
| BBUS JPMorgan Betabuilders US Equ | New | 1.30% | +1.30 |
| SPEM State Street SP PTF Em ETF | Add +131.9% | 2.81% | +1.26 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +679.9% | 1.39% | +1.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 1.14% | +1.14 |
| MUB iShares National Muni Bond E | New | 1.04% | +1.04 |
| INMU iShares Intermediate Muni Inc. | Add +504.4% | 1.29% | +1.01 |
| IBIT iShares Bitcoin Trust ETF | Add +445.0% | 1.37% | +0.95 |
| BNDX Vanguard Total Intl Bond ETF | Add +636.1% | 1.13% | +0.93 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +541.2% | 1.14% | +0.91 |
| GSLC Goldman Activebeta US LC ETF | New | 0.84% | +0.84 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.75% | +0.75 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +365.2% | 0.82% | +0.60 |
| LCTD iShares World Ex U.S. Carbon | Add +636.1% | 0.65% | +0.54 |
| SYSB iShares Systematic Bond ETF | New | 0.53% | +0.53 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +261.1% | 0.74% | +0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +629.9% | 0.58% | +0.47 |
| EVUS iShares ESG Aw MSCI US Value | Add +415.2% | 0.57% | +0.43 |
| JQUA JPMorgan US Quality Factor | New | 0.42% | +0.42 |
| ESGD iShares Trust iShares ESG Aw | New | 0.42% | +0.42 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +98.5% | 1.17% | +0.41 |
| VGT Vanguard Info Tech ETF | New | 0.40% | +0.40 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.39% | +0.39 |
| SCMB Schwab Municipal Bond ETF | New | 0.38% | +0.38 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +173.0% | 0.64% | +0.35 |
| LMUB iShares LT National Muni BD | New | 0.28% | +0.28 |
| EFG iShares MSCI Eafe Growth ETF | Add +213.7% | 0.44% | +0.26 |
| VWO Vanguard Ftse Emerging Marke | New | 0.23% | +0.23 |
| BITW Bitwise 10 Crypto Index ETF | New | 0.22% | +0.22 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.20% | +0.20 |
| IAU iShares Gold Trust | Add +59.9% | 0.75% | +0.20 |
| VCIT Vanguard Int-Term Corporate | New | 0.19% | +0.19 |
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 |