Anchor Investment Management, LLC Q2 2026 Filing

Filed September 15, 2026

Portfolio Value

$375.9B

Holdings

1,207

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (1,207 positions)

#	Stock	Shares	Value	% Portfolio
1	SCHXSCHWAB U.S. LARGE-CAP ETF	1,193,627	$35.1B	9.35%
2	BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF	1,236,417	$25.2B	6.70%
3	BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF	1,282,426	$25.2B	6.69%
4	BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF	1,243,500	$23.1B	6.15%
5	KOCOCA COLA CO COM	119,853	$9.7B	2.59%
6	JPSTJPMORGAN ULTRA-SHORT INCOME ETF	183,523	$9.3B	2.47%
7	SCHMSCHWAB U.S. MID-CAP ETF	204,286	$7.5B	2.00%
8	SOSOUTHERN CO COM	76,038	$7.3B	1.94%
9	MDTMEDTRONIC PLC SHS	84,404	$6.6B	1.76%
10	GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF	123,566	$6.4B	1.71%
11	GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF	136,898	$6.3B	1.66%
12	EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF	70,045	$6.1B	1.63%
13	SCHASCHWAB U.S. SMALL-CAP ETF	164,031	$5.9B	1.58%
14	ENBENBRIDGE INC COM	108,798	$5.9B	1.57%
15	IHIISHARES U.S. MEDICAL DEVICES ETF	116,624	$5.8B	1.53%
16	BACVERIZON COMMUNICATIONS INC COM	129,839	$5.5B	1.46%
17	VUGVANGUARD MORNINGSTAR GROWTH ETF	61,923	$5.3B	1.42%
18	NFLXNETFLIX INC. COM	71,185	$5.1B	1.35%
19	ABTABBOTT LABORATORIES COM	53,060	$4.8B	1.28%
20	NEENEXTERA ENERGY INC COM	53,519	$4.7B	1.25%
21	SCHDSCHWAB US DIVIDEND EQUITY ETF	139,711	$4.4B	1.18%
22	BACBANK OF AMER CORP COM	76,925	$4.4B	1.17%
23	CSXCSX CORP COM	84,650	$4.0B	1.07%
24	VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF	50,283	$4.0B	1.06%
25	SCHWCHARLES SCHWAB CORP (THE) COM	42,549	$3.9B	1.04%
26	DISDISNEY WALT CO COM	38,665	$3.7B	0.99%
27	UNMUNUM GROUP COM	39,380	$3.5B	0.94%
28	CGGRCAPITAL GROUP GROWTH ETF	67,512	$3.2B	0.85%
29	VNQVANGUARD REAL ESTATE ETF	32,878	$3.2B	0.84%
30	ORLYOREILLY AUTOMOTIVE INC COM	34,068	$3.1B	0.83%
31	GBDCGOLUB CAP BDC INC COM	239,802	$3.1B	0.82%
32	TFCTRUIST FINL CORP COM	60,384	$3.0B	0.80%
33	ADMARCHER DANIELS MIDLAND CO COM	36,083	$2.8B	0.73%
34	VGSHVANGUARD SHORT-TERM TREASURY ETF	46,960	$2.7B	0.73%
35	TSCOTRACTOR SUPPLY CO COM	84,763	$2.7B	0.71%
36	SONSONOCO PRODS CO COM	46,025	$2.6B	0.69%
37	MTBASIMPLIFY MBS ETF	52,255	$2.6B	0.68%
38	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	25,750	$2.5B	0.67%
39	VOVANGUARD MORNINGSTAR MID-CAP ETF	29,351	$2.4B	0.63%
40	DGROISHARES CORE DIVIDEND GROWTH ETF	29,351	$2.2B	0.59%
41	IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF	25,262	$2.2B	0.59%
42	MDLZMONDELEZ INTL INC CL A	37,256	$2.2B	0.57%
43	VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND	24,372	$2.0B	0.54%
44	PFEPFIZER INC COM	84,672	$2.0B	0.54%
45	SCHESCHWAB EMERGING MARKETS EQUITY ETF	50,920	$1.8B	0.49%
46	PYPLPAYPAL HLDGS INC COM	41,777	$1.8B	0.48%
47	NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF	31,899	$1.8B	0.48%
48	ULUNILEVER PLC SPON ADR NEW	29,375	$1.8B	0.47%
49	SSBSOUTHSTATE BK CORP COM	17,510	$1.7B	0.47%
50	BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN	72,345	$1.6B	0.44%
51	HDVISHARES CORE HIGH DIVIDEND ETF	59,045	$1.6B	0.43%
52	SCHFSCHWAB INTERNATIONAL EQUITY ETF	57,407	$1.6B	0.42%
53	SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF	18,039	$1.6B	0.42%
54	EPDENTERPRISE PRODS PARTNERS L P COM	42,150	$1.5B	0.41%
55	CMCSACOMCAST CORP NEW CL A	62,606	$1.5B	0.41%
56	WFCWELLS FARGO & CO COM	17,232	$1.4B	0.38%
57	CLXCLOROX CO DEL COM	14,719	$1.4B	0.37%
58	GSKGSK PLC SPONSORED ADR	26,340	$1.4B	0.37%
59	XSORXSOURCE CAPITAL COM SHS OF BEN I	28,757	$1.3B	0.35%
60	FCCOFIRST CMNTY CORP S C COM	36,930	$1.2B	0.32%
61	ETENERGY TRANSFER L P COM UT LTD PTN	63,030	$1.2B	0.32%
62	UBERUBER TECHNOLOGIES INC COM	16,339	$1.2B	0.31%
63	PAYXPAYCHEX INC COM	11,527	$1.1B	0.30%
64	QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF	24,567	$1.1B	0.29%
65	BSMTINVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF	45,500	$1.0B	0.28%
66	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	11,852	$1.0B	0.27%
67	DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND	10,266	$981.6M	0.26%
68	CLCOLGATE PALMOLIVE CO COM	10,675	$978.7M	0.26%
69	BSMYINVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF	41,700	$977.4M	0.26%
70	KMIKINDER MORGAN INC DEL COM	30,501	$975.1M	0.26%
71	EWEDWARDS LIFESCIENCES CORP COM	9,962	$901.2M	0.24%
72	TAT&T INC COM	42,926	$888.6M	0.24%
73	MOALTRIA GROUP INC COM	11,684	$840.7M	0.22%
74	CGDGCAPITAL GROUP DIVIDEND VALUE ETF	16,698	$822.9M	0.22%
75	PFIXSIMPLIFY INTEREST RATE HEDGE ETF	18,595	$806.3M	0.21%
76	FISVFISERV INC COM	16,392	$804.0M	0.21%
77	DDOMINION ENERGY INC COM	11,699	$798.9M	0.21%
78	BMYBRISTOL-MYERS SQUIBB CO COM	13,538	$780.1M	0.21%
79	IXJISHARES GLOBAL HEALTHCARE ETF	7,486	$736.5M	0.20%
80	IMKTAINGLES MKTS INC CL A	7,950	$704.2M	0.19%
81	SCHPSCHWAB US TIPS ETF	25,929	$687.1M	0.18%
82	XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF	12,510	$670.6M	0.18%
83	MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	12,427	$653.7M	0.17%
84	NVONOVO-NORDISK A S ADR	12,557	$602.0M	0.16%
85	USBUS BANCORP COM NEW	9,294	$561.4M	0.15%
86	FOXAFOX CORP CL A COM	10,730	$559.7M	0.15%
87	SCHBSCHWAB U.S. BROAD MARKET ETF	19,086	$552.7M	0.15%
88	WYWEYERHAEUSER CO COM NEW	22,940	$549.2M	0.15%
89	BMTABRITISH AMERN TOB PLC SPONSORED ADR	8,783	$542.4M	0.14%
90	GPNGLOBAL PMTS INC COM	7,397	$536.7M	0.14%
91	GDXVANECK GOLD MINERS ETF	6,995	$527.8M	0.14%
92	AMLPALERIAN MLP ETF	9,800	$508.1M	0.14%
93	JCPBJPMORGAN CORE PLUS BOND ETF	10,703	$502.4M	0.13%
94	CGCPCAPITAL GROUP CORE PLUS INCOME ETF	22,203	$494.9M	0.13%
95	METMETLIFE INC COM	5,838	$494.0M	0.13%
96	DOCHEALTHPEAK PROPERTIES INC COM	23,075	$493.8M	0.13%
97	FTCSFIRST TRUST CAPITAL STRENGTH ETF	5,126	$481.4M	0.13%
98	VEAVANGUARD FTSE DEVELOPED MARKETS ETF	6,732	$479.6M	0.13%
99	CTVACORTEVA INC COM	5,641	$477.7M	0.13%
100	BSJRINVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	20,990	$469.0M	0.12%

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