Filed: 1/12/2026ACC: 0002052868-26-000001
📋 What this filing means
ARCHER INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $185.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$185.88M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
INT-TRM U.S TRES$10.15M5.5%
GLOBAL CORE PLUS$9.52M5.1%
ALLWRLD EX US$6.87M3.7%
GMO US QUALITY E$6.14M3.3%
0-3 MNTH TREASRY$5.55M3.0%
MSCI INTL QUALTY$5.52M3.0%
TIPS BD ETF$5.43M2.9%
Portfolio Concentration
Top 3$26.54M14.3%
4–10$37.46M20.2%
11–25$51.11M27.5%
Rest$70.77M38.1%
Top 3 weight
14.3%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 3.59M
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
3.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings117
Rows:
SCHWAB STRATEGIC TR
SOLEShares404.58K
TypeSH
Market value$10.15M
5.46%
Sole
0.00
Shared
0.00
None
404.58K
DIMENSIONAL ETF TRUST
SOLEShares176.01K
TypeSH
Market value$9.52M
5.12%
Sole
0.00
Shared
0.00
None
176.01K
VANGUARD INTL EQUITY INDEX F
SOLEShares93.45K
TypeSH
Market value$6.87M
3.70%
Sole
0.00
Shared
0.00
None
93.45K
GMO ETF TRUST
SOLEShares159.61K
TypeSH
Market value$6.14M
3.30%
Sole
0.00
Shared
0.00
None
159.61K
ISHARES TR
SOLEShares55.27K
TypeSH
Market value$5.55M
2.98%
Sole
0.00
Shared
0.00
None
55.27K
ISHARES TR
SOLEShares121.55K
TypeSH
Market value$5.52M
2.97%
Sole
0.00
Shared
0.00
None
121.55K
ISHARES TR
SOLEShares49.44K
TypeSH
Market value$5.43M
2.92%
Sole
0.00
Shared
0.00
None
49.44K
WISDOMTREE TR
SOLEShares101.33K
TypeSH
Market value$5.19M
2.79%
Sole
0.00
Shared
0.00
None
101.33K
BLACKROCK ETF TRUST
SOLEShares83.02K
TypeSH
Market value$5.05M
2.72%
Sole
0.00
Shared
0.00
None
83.02K
FIDELITY COVINGTON TRUST
SOLEShares148.04K
TypeSH
Market value$4.57M
2.46%
Sole
0.00
Shared
0.00
None
148.04K
ISHARES TR
SOLEShares6.55K
TypeSH
Market value$4.49M
2.41%
Sole
0.00
Shared
0.00
None
6.55K
BLACKROCK ETF TRUST
SOLEShares171.31K
TypeSH
Market value$4.39M
2.36%
Sole
0.00
Shared
0.00
None
171.31K
ISHARES TR
SOLEShares44.91K
TypeSH
Market value$3.91M
2.11%
Sole
0.00
Shared
0.00
None
44.91K
SCHWAB STRATEGIC TR
SOLEShares118.81K
TypeSH
Market value$3.88M
2.09%
Sole
0.00
Shared
0.00
None
118.81K
ISHARES TR
SOLEShares30.90K
TypeSH
Market value$3.81M
2.05%
Sole
0.00
Shared
0.00
None
30.90K
ISHARES TR
SOLEShares17.63K
TypeSH
Market value$3.74M
2.01%
Sole
0.00
Shared
0.00
None
17.63K
DIMENSIONAL ETF TRUST
SOLEShares71.62K
TypeSH
Market value$3.71M
2.00%
Sole
0.00
Shared
0.00
None
71.62K
SCHWAB STRATEGIC TR
SOLEShares136.41K
TypeSH
Market value$3.58M
1.92%
Sole
0.00
Shared
0.00
None
136.41K
SCHWAB STRATEGIC TR
SOLEShares73.79K
TypeSH
Market value$3.36M
1.81%
Sole
0.00
Shared
0.00
None
73.79K
WISDOMTREE TR
SOLEShares36.59K
TypeSH
Market value$3.27M
1.76%
Sole
0.00
Shared
0.00
None
36.59K
SPDR INDEX SHS FDS
SOLEShares61.44K
TypeSH
Market value$2.88M
1.55%
Sole
0.00
Shared
0.00
None
61.44K
DIMENSIONAL ETF TRUST
SOLEShares61.82K
TypeSH
Market value$2.65M
1.42%
Sole
0.00
Shared
0.00
None
61.82K
MORGAN STANLEY ETF TRUST
SOLEShares39.61K
TypeSH
Market value$2.54M
1.37%
Sole
0.00
Shared
0.00
None
39.61K
MORGAN STANLEY ETF TRUST
SOLEShares35.37K
TypeSH
Market value$2.52M
1.36%
Sole
0.00
Shared
0.00
None
35.37K
ISHARES INC
SOLEShares54.21K
TypeSH
Market value$2.39M
1.29%
Sole
0.00
Shared
0.00
None
54.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 404.58K | SH | $10.15M 5.46% | 0.00 | 0.00 | 404.58K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 176.01K | SH | $9.52M 5.12% | 0.00 | 0.00 | 176.01K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 93.45K | SH | $6.87M 3.70% | 0.00 | 0.00 | 93.45K |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 159.61K | SH | $6.14M 3.30% | 0.00 | 0.00 | 159.61K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 55.27K | SH | $5.55M 2.98% | 0.00 | 0.00 | 55.27K |
ISHARES TRSOLE | MSCI INTL QUALTY | 121.55K | SH | $5.52M 2.97% | 0.00 | 0.00 | 121.55K |
ISHARES TRSOLE | TIPS BD ETF | 49.44K | SH | $5.43M 2.92% | 0.00 | 0.00 | 49.44K |
WISDOMTREE TRSOLE | US MULTIFACTOR | 101.33K | SH | $5.19M 2.79% | 0.00 | 0.00 | 101.33K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 83.02K | SH | $5.05M 2.72% | 0.00 | 0.00 | 83.02K |
FIDELITY COVINGTON TRUSTSOLE | EMERG MKTS MLTFT | 148.04K | SH | $4.57M 2.46% | 0.00 | 0.00 | 148.04K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.55K | SH | $4.49M 2.41% | 0.00 | 0.00 | 6.55K |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 171.31K | SH | $4.39M 2.36% | 0.00 | 0.00 | 171.31K |
ISHARES TRSOLE | 20 YR TR BD ETF | 44.91K | SH | $3.91M 2.11% | 0.00 | 0.00 | 44.91K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 118.81K | SH | $3.88M 2.09% | 0.00 | 0.00 | 118.81K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 30.90K | SH | $3.81M 2.05% | 0.00 | 0.00 | 30.90K |
ISHARES TRSOLE | S&P 500 VAL ETF | 17.63K | SH | $3.74M 2.01% | 0.00 | 0.00 | 17.63K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 71.62K | SH | $3.71M 2.00% | 0.00 | 0.00 | 71.62K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 136.41K | SH | $3.58M 1.92% | 0.00 | 0.00 | 136.41K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 73.79K | SH | $3.36M 1.81% | 0.00 | 0.00 | 73.79K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 36.59K | SH | $3.27M 1.76% | 0.00 | 0.00 | 36.59K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 61.44K | SH | $2.88M 1.55% | 0.00 | 0.00 | 61.44K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 61.82K | SH | $2.65M 1.42% | 0.00 | 0.00 | 61.82K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US MDCP | 39.61K | SH | $2.54M 1.37% | 0.00 | 0.00 | 39.61K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT INTERNAT | 35.37K | SH | $2.52M 1.36% | 0.00 | 0.00 | 35.37K |
ISHARES INCSOLE | ESG AWR MSCI EM | 54.21K | SH | $2.39M 1.29% | 0.00 | 0.00 | 54.21K |
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