Archer Investment Management, LLC
CIK: 0002052868SEC EDGAR →
Portfolio Value
$185.9M
Holdings
117
As of
Q4 2025
New Positions
10
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 404,578 | $10.1M | 5.46% |
| 2 | DIMENSIONAL ETF TRUST | 176,015 | $9.5M | 5.12% |
| 3 | VANGUARD INTL EQUITY INDEX F | 93,449 | $6.9M | 3.70% |
| 4 | GMO ETF TRUST | 159,614 | $6.1M | 3.30% |
| 5 | ISHARES TR | 55,266 | $5.5M | 2.98% |
| 6 | ISHARES TR | 121,547 | $5.5M | 2.97% |
| 7 | ISHARES TR | 49,441 | $5.4M | 2.92% |
| 8 | WISDOMTREE TR | 101,325 | $5.2M | 2.79% |
| 9 | BLACKROCK ETF TRUST | 83,023 | $5.0M | 2.72% |
| 10 | FIDELITY COVINGTON TRUST | 148,037 | $4.6M | 2.46% |
Quarterly Changes
New Positions (61)
$5.0M · 83K shares
$4.5M · 7K shares
$4.4M · 171K shares
$3.9M · 119K shares
$3.8M · 31K shares
$3.7M · 18K shares
$2.9M · 61K shares
$2.2M · 37K shares
$1.9M · 10K shares
$1.8M · 39K shares
$1.8M · 32K shares
$1.7M · 52K shares
$1.7M · 45K shares
$1.5M · 59K shares
$1.4M · 20K shares
$1.4M · 27K shares
$1.4M · 14K shares
$1.4M · 5K shares
$1.2M · 26K shares
$1.2M · 52K shares
$1.2M · 16K shares
$1.2M · 8K shares
$1.0M · 13K shares
$977K · 11K shares
$977K · 14K shares
$965K · 6K shares
$876K · 8K shares
$793K · 6K shares
$771K · 16K shares
$728K · 7K shares
$725K · 11K shares
$709K · 2K shares
$610K · 4K shares
$597K · 9K shares
$508K · 21K shares
$487K · 18K shares
$458K · 8K shares
$454K · 3K shares
$448K · 5K shares
$447K · 7K shares
$426K · 10K shares
$425K · 8K shares
$420K · 19K shares
$416K · 6K shares
$385K · 2K shares
$366K · 8K shares
$366K · 5K shares
$352K · 3K shares
$342K · 3K shares
$337K · 3K shares
$272K · 3K shares
$267K · 4K shares
$263K · 8K shares
$253K · 807 shares
$226K · 748 shares
$224K · 2K shares
$223K · 5K shares
$210K · 432 shares
$207K · 4K shares
$204K · 4K shares
$204K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 103 | $177.4M | 95.5% |
| Technology | 8 | $4.5M | 2.4% |
| Unknown | 4 | $3.3M | 1.8% |
| Consumer Cyclical | 1 | $338K | 0.2% |
| Communication Services | 1 | $253K | 0.1% |