ARCHFORD CAPITAL STRATEGIES, LLC

Filed: 4/23/2025ACC: 0001606609-25-000002

📋 What this filing means

ARCHFORD CAPITAL STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 289 equity positions with a total reported market value of $682.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

289

Positions

$682.80M

Total AUM (reported)

9.88M

Total Shares

Allocation by class

COM$236.78M34.7%

TOTAL BND MRKT$28.79M4.2%

CORE MSCI EAFE$28.39M4.2%

GROWTH ETF$22.33M3.3%

COM CL A$16.83M2.5%

CL A$12.77M1.9%

PORTFOLIO S&P500$12.40M1.8%

Portfolio Concentration

Top 3$79.51M11.6%

4–10$106.92M15.7%

11–25$117.18M17.2%

Rest$379.19M55.5%

Top 3 weight

11.6%

Top 10 weight

27.3%

Voting Authority Distribution

Total shares with voting rights: 9.88M

Sole

Full voting authority

9.88M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole289

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings289

Rows:

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares391.94K

TypeSH

Market value$28.79M

4.22%

Sole

391.94K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares375.29K

TypeSH

Market value$28.39M

4.16%

Sole

375.29K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares60.22K

TypeSH

Market value$22.33M

3.27%

Sole

60.22K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares56.68K

TypeSH

Market value$21.28M

3.12%

Sole

56.68K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares89.17K

TypeSH

Market value$19.81M

2.90%

Sole

89.17K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares46.39K

TypeSH

Market value$16.26M

2.38%

Sole

46.39K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares144.17K

TypeSH

Market value$15.62M

2.29%

Sole

144.17K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares188.56K

TypeSH

Market value$12.40M

1.82%

Sole

188.56K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares65.74K

TypeSH

Market value$11.36M

1.66%

Sole

65.74K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares189.06K

TypeSH

Market value$10.20M

1.49%

Sole

189.06K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares50.90K

TypeSH

Market value$9.68M

1.42%

Sole

50.90K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares160.14K

TypeSH

Market value$9.51M

1.39%

Sole

160.14K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares60.12K

TypeSH

Market value$9.30M

1.36%

Sole

60.12K

Shared

0.00

None

0.00

COLUMBIA ETF TR I

SOLE

RESH ENHNC COR

Shares262.72K

TypeSH

Market value$8.73M

1.28%

Sole

262.72K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

BETABUILDRS US

Shares85.83K

TypeSH

Market value$8.66M

1.27%

Sole

85.83K

Shared

0.00

None

0.00

HARBOR ETF TRUST

SOLE

PANAGORA DYNAMIC

Shares438.47K

TypeSH

Market value$8.52M

1.25%

Sole

438.47K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares97.49K

TypeSH

Market value$7.63M

1.12%

Sole

97.49K

Shared

0.00

None

0.00

UNITEDHEALTH GROUP INC

SOLE

COM

Shares14.56K

TypeSH

Market value$7.63M

1.12%

Sole

14.56K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares13.49K

TypeSH

Market value$7.19M

1.05%

Sole

13.49K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares211.93K

TypeSH

Market value$7.02M

1.03%

Sole

211.93K

Shared

0.00

None

0.00

HARBOR ETF TRUST

SOLE

LONG TERM GROWER

Shares284.33K

TypeSH

Market value$6.97M

1.02%

Sole

284.33K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares136.78K

TypeSH

Market value$6.81M

1.00%

Sole

136.78K

Shared

0.00

None

0.00

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares107.99K

TypeSH

Market value$6.68M

0.98%

Sole

107.99K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares26.88K

TypeSH

Market value$6.59M

0.97%

Sole

26.88K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 1

Shares101.94K

TypeSH

Market value$6.25M

0.92%

Sole

101.94K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	391.94K	SH	$28.79M 4.22%	391.94K
ISHARES TRSOLE	CORE MSCI EAFE	375.29K	SH	$28.39M 4.16%	375.29K
VANGUARD INDEX FDSSOLE	GROWTH ETF	60.22K	SH	$22.33M 3.27%	60.22K
MICROSOFT CORPSOLE	COM	56.68K	SH	$21.28M 3.12%	56.68K
APPLE INCSOLE	COM	89.17K	SH	$19.81M 2.90%	89.17K
VISA INCSOLE	COM CL A	46.39K	SH	$16.26M 2.38%	46.39K
NVIDIA CORPORATIONSOLE	COM	144.17K	SH	$15.62M 2.29%	144.17K
SPDR SER TRSOLE	PORTFOLIO S&P500	188.56K	SH	$12.40M 1.82%	188.56K
VANGUARD INDEX FDSSOLE	VALUE ETF	65.74K	SH	$11.36M 1.66%	65.74K
ISHARES INCSOLE	CORE MSCI EMKT	189.06K	SH	$10.20M 1.49%	189.06K
AMAZON COM INCSOLE	COM	50.90K	SH	$9.68M 1.42%	50.90K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	160.14K	SH	$9.51M 1.39%	160.14K
ALPHABET INCSOLE	CAP STK CL A	60.12K	SH	$9.30M 1.36%	60.12K
COLUMBIA ETF TR ISOLE	RESH ENHNC COR	262.72K	SH	$8.73M 1.28%	262.72K
J P MORGAN EXCHANGE TRADED FSOLE	BETABUILDRS US	85.83K	SH	$8.66M 1.27%	85.83K
HARBOR ETF TRUSTSOLE	PANAGORA DYNAMIC	438.47K	SH	$8.52M 1.25%	438.47K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	97.49K	SH	$7.63M 1.12%	97.49K
UNITEDHEALTH GROUP INCSOLE	COM	14.56K	SH	$7.63M 1.12%	14.56K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	13.49K	SH	$7.19M 1.05%	13.49K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	211.93K	SH	$7.02M 1.03%	211.93K
HARBOR ETF TRUSTSOLE	LONG TERM GROWER	284.33K	SH	$6.97M 1.02%	284.33K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	136.78K	SH	$6.81M 1.00%	136.78K
WORLD GOLD TRSOLE	SPDR GLD MINIS	107.99K	SH	$6.68M 0.98%	107.99K
JPMORGAN CHASE & CO.SOLE	COM	26.88K	SH	$6.59M 0.97%	26.88K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 1	101.94K	SH	$6.25M 0.92%	101.94K

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