Filed: 4/15/2026ACC: 0001606609-26-000002
📋 What this filing means
ARCHFORD CAPITAL STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 341 equity positions with a total reported market value of $873.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
341
Positions
$873.43M
Total AUM (reported)
13.12M
Total Shares
Allocation by class
COM$265.17M30.4%
CORE MSCI EAFE$39.11M4.5%
CORE MSCI EMKT$38.22M4.4%
CL A$19.07M2.2%
CAP STK CL A$16.97M1.9%
COM CL A$15.71M1.8%
CL B NEW$15.07M1.7%
Portfolio Concentration
Top 3$105.76M12.1%
4–10$126.49M14.5%
11–25$152.18M17.4%
Rest$488.99M56.0%
Top 3 weight
12.1%
Top 10 weight
26.6%
Voting Authority Distribution
Total shares with voting rights: 13.12M
Sole
Full voting authority
13.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole341
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings341
Rows:
ISHARES TR
SOLEShares431.98K
TypeSH
Market value$39.11M
4.48%
Sole
431.98K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares547.94K
TypeSH
Market value$38.22M
4.38%
Sole
547.94K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares163.07K
TypeSH
Market value$28.44M
3.26%
Sole
163.07K
Shared
0.00
None
0.00
APPLE INC
SOLEShares104.59K
TypeSH
Market value$26.54M
3.04%
Sole
104.59K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares66.52K
TypeSH
Market value$24.62M
2.82%
Sole
66.52K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares59.02K
TypeSH
Market value$16.97M
1.94%
Sole
59.02K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.46K
TypeSH
Market value$15.07M
1.73%
Sole
31.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.23K
TypeSH
Market value$14.95M
1.71%
Sole
34.23K
Shared
0.00
None
0.00
VISA INC
SOLEShares46.88K
TypeSH
Market value$14.17M
1.62%
Sole
46.88K
Shared
0.00
None
0.00
HARBOR ETF TRUST
SOLEShares602.67K
TypeSH
Market value$14.16M
1.62%
Sole
602.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares155.65K
TypeSH
Market value$12.85M
1.47%
Sole
155.65K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares167.29K
TypeSH
Market value$12.80M
1.47%
Sole
167.29K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares40.97K
TypeSH
Market value$12.68M
1.45%
Sole
40.97K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares407.46K
TypeSH
Market value$11.35M
1.30%
Sole
407.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares372.61K
TypeSH
Market value$10.85M
1.24%
Sole
372.61K
Shared
0.00
None
0.00
HARBOR ETF TRUST
SOLEShares368.64K
TypeSH
Market value$10.22M
1.17%
Sole
368.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.38K
TypeSH
Market value$10.08M
1.15%
Sole
48.38K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares184.39K
TypeSH
Market value$9.96M
1.14%
Sole
184.39K
Shared
0.00
None
0.00
ADVISORS INNER CIRCLE FD III
SOLEShares250.07K
TypeSH
Market value$9.82M
1.12%
Sole
250.07K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares144.85K
TypeSH
Market value$9.26M
1.06%
Sole
144.85K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares151.04K
TypeSH
Market value$8.99M
1.03%
Sole
151.04K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares119.22K
TypeSH
Market value$8.78M
1.01%
Sole
119.22K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares116.86K
TypeSH
Market value$8.55M
0.98%
Sole
116.86K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares28.09K
TypeSH
Market value$8.26M
0.95%
Sole
28.09K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares50.60K
TypeSH
Market value$7.73M
0.88%
Sole
50.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 431.98K | SH | $39.11M 4.48% | 431.98K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 547.94K | SH | $38.22M 4.38% | 547.94K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 163.07K | SH | $28.44M 3.26% | 163.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 104.59K | SH | $26.54M 3.04% | 104.59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 66.52K | SH | $24.62M 2.82% | 66.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 59.02K | SH | $16.97M 1.94% | 59.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.46K | SH | $15.07M 1.73% | 31.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 34.23K | SH | $14.95M 1.71% | 34.23K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 46.88K | SH | $14.17M 1.62% | 46.88K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | PANAGORA DYNAMIC | 602.67K | SH | $14.16M 1.62% | 602.67K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 155.65K | SH | $12.85M 1.47% | 155.65K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 167.29K | SH | $12.80M 1.47% | 167.29K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40.97K | SH | $12.68M 1.45% | 40.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 407.46K | SH | $11.35M 1.30% | 407.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 372.61K | SH | $10.85M 1.24% | 372.61K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | LONG TERM GROWER | 368.64K | SH | $10.22M 1.17% | 368.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.38K | SH | $10.08M 1.15% | 48.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 184.39K | SH | $9.96M 1.14% | 184.39K | 0.00 | 0.00 |
ADVISORS INNER CIRCLE FD IIISOLE | STRATEGAS MACRO | 250.07K | SH | $9.82M 1.12% | 250.07K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 144.85K | SH | $9.26M 1.06% | 144.85K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 151.04K | SH | $8.99M 1.03% | 151.04K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 119.22K | SH | $8.78M 1.01% | 119.22K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 116.86K | SH | $8.55M 0.98% | 116.86K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 28.09K | SH | $8.26M 0.95% | 28.09K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 50.60K | SH | $7.73M 0.88% | 50.60K | 0.00 | 0.00 |
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