ARCHFORD CAPITAL STRATEGIES, LLC

Filed: 10/17/2025ACC: 0001606609-25-000005

📋 What this filing means

ARCHFORD CAPITAL STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 324 equity positions with a total reported market value of $839.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

324

Positions

$839.99M

Total AUM (reported)

13.32M

Total Shares

Allocation by class

COM$274.60M32.7%

CORE MSCI EAFE$37.28M4.4%

CORE MSCI EMKT$24.28M2.9%

PORTFOLIO S&P500$21.90M2.6%

CL A$18.21M2.2%

GROWTH ETF$18.13M2.2%

COM CL A$17.93M2.1%

Portfolio Concentration

Top 3$98.56M11.7%

4–10$138.39M16.5%

11–25$162.83M19.4%

Rest$440.21M52.4%

Top 3 weight

11.7%

Top 10 weight

28.2%

Voting Authority Distribution

Total shares with voting rights: 13.32M

Sole

Full voting authority

13.32M

% 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)

Sole324

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings324

Rows:

ISHARES TR

SOLE

CORE MSCI EAFE

Shares426.99K

TypeSH

Market value$37.28M

4.44%

Sole

426.99K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares62.79K

TypeSH

Market value$32.52M

3.87%

Sole

62.79K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares154.11K

TypeSH

Market value$28.75M

3.42%

Sole

154.11K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares102.30K

TypeSH

Market value$26.05M

3.10%

Sole

102.30K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares368.34K

TypeSH

Market value$24.28M

2.89%

Sole

368.34K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares279.49K

TypeSH

Market value$21.90M

2.61%

Sole

279.49K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares37.81K

TypeSH

Market value$18.13M

2.16%

Sole

37.81K

Shared

0.00

None

0.00

VISA INC

SOLE

COM CL A

Shares47.50K

TypeSH

Market value$16.21M

1.93%

Sole

47.50K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares31.84K

TypeSH

Market value$16.01M

1.91%

Sole

31.84K

Shared

0.00

None

0.00

HARBOR ETF TRUST

SOLE

PANAGORA DYNAMIC

Shares662.94K

TypeSH

Market value$15.81M

1.88%

Sole

662.94K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares59.13K

TypeSH

Market value$14.38M

1.71%

Sole

59.13K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares541.46K

TypeSH

Market value$14.24M

1.70%

Sole

541.46K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares436.06K

TypeSH

Market value$13.91M

1.66%

Sole

436.06K

Shared

0.00

None

0.00

COLUMBIA ETF TR I

SOLE

RESH ENHNC COR

Shares343.87K

TypeSH

Market value$13.88M

1.65%

Sole

343.87K

Shared

0.00

None

0.00

BROADCOM INC

SOLE

COM

Shares38.74K

TypeSH

Market value$12.78M

1.52%

Sole

38.74K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares49.18K

TypeSH

Market value$10.80M

1.29%

Sole

49.18K

Shared

0.00

None

0.00

ADVISORS INNER CIRCLE FD III

SOLE

STRATEGAS MACRO

Shares281.89K

TypeSH

Market value$10.51M

1.25%

Sole

281.89K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares179.95K

TypeSH

Market value$9.69M

1.15%

Sole

179.95K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares128.63K

TypeSH

Market value$9.57M

1.14%

Sole

128.63K

Shared

0.00

None

0.00

HARBOR ETF TRUST

SOLE

INTERNATNAL COMP

Shares319.31K

TypeSH

Market value$9.44M

1.12%

Sole

319.31K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares29.14K

TypeSH

Market value$9.19M

1.09%

Sole

29.14K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares35.82K

TypeSH

Market value$9.11M

1.08%

Sole

35.82K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares146.60K

TypeSH

Market value$8.80M

1.05%

Sole

146.60K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares222.72K

TypeSH

Market value$8.41M

1.00%

Sole

222.72K

Shared

0.00

None

0.00

HARBOR ETF TRUST

SOLE

LONG TERM GROWER

Shares260.63K

TypeSH

Market value$8.12M

0.97%

Sole

260.63K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE MSCI EAFE	426.99K	SH	$37.28M 4.44%	426.99K
MICROSOFT CORPSOLE	COM	62.79K	SH	$32.52M 3.87%	62.79K
NVIDIA CORPORATIONSOLE	COM	154.11K	SH	$28.75M 3.42%	154.11K
APPLE INCSOLE	COM	102.30K	SH	$26.05M 3.10%	102.30K
ISHARES INCSOLE	CORE MSCI EMKT	368.34K	SH	$24.28M 2.89%	368.34K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	279.49K	SH	$21.90M 2.61%	279.49K
VANGUARD INDEX FDSSOLE	GROWTH ETF	37.81K	SH	$18.13M 2.16%	37.81K
VISA INCSOLE	COM CL A	47.50K	SH	$16.21M 1.93%	47.50K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	31.84K	SH	$16.01M 1.91%	31.84K
HARBOR ETF TRUSTSOLE	PANAGORA DYNAMIC	662.94K	SH	$15.81M 1.88%	662.94K
ALPHABET INCSOLE	CAP STK CL A	59.13K	SH	$14.38M 1.71%	59.13K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	541.46K	SH	$14.24M 1.70%	541.46K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	436.06K	SH	$13.91M 1.66%	436.06K
COLUMBIA ETF TR ISOLE	RESH ENHNC COR	343.87K	SH	$13.88M 1.65%	343.87K
BROADCOM INCSOLE	COM	38.74K	SH	$12.78M 1.52%	38.74K
AMAZON COM INCSOLE	COM	49.18K	SH	$10.80M 1.29%	49.18K
ADVISORS INNER CIRCLE FD IIISOLE	STRATEGAS MACRO	281.89K	SH	$10.51M 1.25%	281.89K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	179.95K	SH	$9.69M 1.15%	179.95K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	128.63K	SH	$9.57M 1.14%	128.63K
HARBOR ETF TRUSTSOLE	INTERNATNAL COMP	319.31K	SH	$9.44M 1.12%	319.31K
JPMORGAN CHASE & CO.SOLE	COM	29.14K	SH	$9.19M 1.09%	29.14K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	35.82K	SH	$9.11M 1.08%	35.82K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	146.60K	SH	$8.80M 1.05%	146.60K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	222.72K	SH	$8.41M 1.00%	222.72K
HARBOR ETF TRUSTSOLE	LONG TERM GROWER	260.63K	SH	$8.12M 0.97%	260.63K

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