Filed: 10/9/2025ACC: 0001085146-25-005862
📋 What this filing means
ARCHER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $162.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$162.81M
Total AUM (reported)
3.27M
Total Shares
Allocation by class
GLOBAL CORE PLUS$15.04M9.2%
INT-TRM U.S TRES$14.66M9.0%
ALLWRLD EX US$9.09M5.6%
US MULTIFACTOR$8.54M5.2%
MSCI INTL QUALTY$8.51M5.2%
GMO US QUALITY E$8.27M5.1%
TIPS BD ETF$8.13M5.0%
Portfolio Concentration
Top 3$38.79M23.8%
4–10$53.94M33.1%
11–25$48.62M29.9%
Rest$21.46M13.2%
Top 3 weight
23.8%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 3.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
DIMENSIONAL ETF TRUST
SOLEShares270.67K
TypeSH
Market value$15.04M
9.24%
Sole
0.00
Shared
0.00
None
270.67K
SCHWAB STRATEGIC TR
SOLEShares583.20K
TypeSH
Market value$14.66M
9.00%
Sole
0.00
Shared
0.00
None
583.20K
VANGUARD INTL EQUITY INDEX F
SOLEShares127.41K
TypeSH
Market value$9.09M
5.59%
Sole
0.00
Shared
0.00
None
127.41K
WISDOMTREE TR
SOLEShares163.35K
TypeSH
Market value$8.54M
5.24%
Sole
0.00
Shared
0.00
None
163.35K
ISHARES TR
SOLEShares192.52K
TypeSH
Market value$8.51M
5.23%
Sole
0.00
Shared
0.00
None
192.52K
2023 ETF SERIES TRUST II
SOLEShares228.62K
TypeSH
Market value$8.27M
5.08%
Sole
0.00
Shared
0.00
None
228.62K
ISHARES TR
SOLEShares73.10K
TypeSH
Market value$8.13M
4.99%
Sole
0.00
Shared
0.00
None
73.10K
ISHARES TR
SOLEShares80.38K
TypeSH
Market value$8.09M
4.97%
Sole
0.00
Shared
0.00
None
80.38K
FIDELITY COVINGTON TRUST
SOLEShares228.35K
TypeSH
Market value$6.87M
4.22%
Sole
0.00
Shared
0.00
None
228.35K
ISHARES TR
SOLEShares61.85K
TypeSH
Market value$5.53M
3.40%
Sole
0.00
Shared
0.00
None
61.85K
WISDOMTREE TR
SOLEShares60.23K
TypeSH
Market value$5.36M
3.29%
Sole
0.00
Shared
0.00
None
60.23K
SCHWAB STRATEGIC TR
SOLEShares111.18K
TypeSH
Market value$5.06M
3.11%
Sole
0.00
Shared
0.00
None
111.18K
META PLATFORMS INC
SOLEShares6.77K
TypeSH
Market value$4.97M
3.05%
Sole
0.00
Shared
0.00
None
6.77K
DIMENSIONAL ETF TRUST
SOLEShares89.13K
TypeSH
Market value$4.75M
2.92%
Sole
0.00
Shared
0.00
None
89.13K
SCHWAB STRATEGIC TR
SOLEShares139.57K
TypeSH
Market value$3.59M
2.20%
Sole
0.00
Shared
0.00
None
139.57K
DIMENSIONAL ETF TRUST
SOLEShares81.57K
TypeSH
Market value$3.34M
2.05%
Sole
0.00
Shared
0.00
None
81.57K
MORGAN STANLEY ETF TRUST
SOLEShares50.59K
TypeSH
Market value$3.21M
1.97%
Sole
0.00
Shared
0.00
None
50.59K
MORGAN STANLEY ETF TRUST
SOLEShares44.62K
TypeSH
Market value$3.04M
1.87%
Sole
0.00
Shared
0.00
None
44.62K
ISHARES INC
SOLEShares64.80K
TypeSH
Market value$2.81M
1.73%
Sole
0.00
Shared
0.00
None
64.80K
GRAYSCALE ETHEREUM MINI TR E
SOLEShares58.26K
TypeSH
Market value$2.28M
1.40%
Sole
0.00
Shared
0.00
None
58.26K
DBX ETF TR
SOLEShares36.24K
TypeSH
Market value$2.22M
1.37%
Sole
0.00
Shared
0.00
None
36.24K
INVESCO EXCHANGE TRADED FD T
SOLEShares11.50K
TypeSH
Market value$2.18M
1.34%
Sole
0.00
Shared
0.00
None
11.50K
ARK ETF TR
SOLEShares37.20K
TypeSH
Market value$2.11M
1.30%
Sole
0.00
Shared
0.00
None
37.20K
DIMENSIONAL ETF TRUST
SOLEShares48.10K
TypeSH
Market value$1.86M
1.14%
Sole
0.00
Shared
0.00
None
48.10K
VANGUARD SCOTTSDALE FDS
SOLEShares30.43K
TypeSH
Market value$1.83M
1.12%
Sole
0.00
Shared
0.00
None
30.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 270.67K | SH | $15.04M 9.24% | 0.00 | 0.00 | 270.67K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 583.20K | SH | $14.66M 9.00% | 0.00 | 0.00 | 583.20K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 127.41K | SH | $9.09M 5.59% | 0.00 | 0.00 | 127.41K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 163.35K | SH | $8.54M 5.24% | 0.00 | 0.00 | 163.35K |
ISHARES TRSOLE | MSCI INTL QUALTY | 192.52K | SH | $8.51M 5.23% | 0.00 | 0.00 | 192.52K |
2023 ETF SERIES TRUST IISOLE | GMO US QUALITY E | 228.62K | SH | $8.27M 5.08% | 0.00 | 0.00 | 228.62K |
ISHARES TRSOLE | TIPS BD ETF | 73.10K | SH | $8.13M 4.99% | 0.00 | 0.00 | 73.10K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 80.38K | SH | $8.09M 4.97% | 0.00 | 0.00 | 80.38K |
FIDELITY COVINGTON TRUSTSOLE | EMERG MKTS MLTFT | 228.35K | SH | $6.87M 4.22% | 0.00 | 0.00 | 228.35K |
ISHARES TRSOLE | 20 YR TR BD ETF | 61.85K | SH | $5.53M 3.40% | 0.00 | 0.00 | 61.85K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 60.23K | SH | $5.36M 3.29% | 0.00 | 0.00 | 60.23K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 111.18K | SH | $5.06M 3.11% | 0.00 | 0.00 | 111.18K |
META PLATFORMS INCSOLE | CL A | 6.77K | SH | $4.97M 3.05% | 0.00 | 0.00 | 6.77K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 89.13K | SH | $4.75M 2.92% | 0.00 | 0.00 | 89.13K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 139.57K | SH | $3.59M 2.20% | 0.00 | 0.00 | 139.57K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 81.57K | SH | $3.34M 2.05% | 0.00 | 0.00 | 81.57K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 50.59K | SH | $3.21M 1.97% | 0.00 | 0.00 | 50.59K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 44.62K | SH | $3.04M 1.87% | 0.00 | 0.00 | 44.62K |
ISHARES INCSOLE | ESG AWR MSCI EM | 64.80K | SH | $2.81M 1.73% | 0.00 | 0.00 | 64.80K |
GRAYSCALE ETHEREUM MINI TR ESOLE | SHS NEW | 58.26K | SH | $2.28M 1.40% | 0.00 | 0.00 | 58.26K |
DBX ETF TRSOLE | XTRACKERS MSCI | 36.24K | SH | $2.22M 1.37% | 0.00 | 0.00 | 36.24K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 11.50K | SH | $2.18M 1.34% | 0.00 | 0.00 | 11.50K |
ARK ETF TRSOLE | FINTECH INNOVA | 37.20K | SH | $2.11M 1.30% | 0.00 | 0.00 | 37.20K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 48.10K | SH | $1.86M 1.14% | 0.00 | 0.00 | 48.10K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 30.43K | SH | $1.83M 1.12% | 0.00 | 0.00 | 30.43K |
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