Archer Investment Management, LLC holds a focused book of 110 stocks worth $292.7M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2052868/holdings"
Use Arkolith to show Archer Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $32.8M | 43.8K | 11.2% | ▲+118% Added · +24K sh | |
| 2 | BlackRock ETF Trust ISHA IN CTRY ETF | $16.7M | 456.5K | 5.7% | ▲+12% Added · +49K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $14.0M | 206.3K | 4.8% | ▲+5.7% Added · +11K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $13.4M | 97.8K | 4.6% | ▼−2.8% Reduced · −3K sh | |
| 5 | Ishares TR S&P 500 VAL ETF | $12.6M | 55.7K | 4.3% | ▼−15% Reduced · −10K sh | |
| 6 | BlackRock ETF Trust ISHA I IN TE ETF | $11.2M | 212.0K | 3.8% | ▲+5.2% Added · +11K sh | |
| 7 | Invesco Exch Traded FD TR II NATL AMT MUNI | $9.1M | 388.5K | 3.1% | ▲+50% Added · +129K sh | |
| 8 | BlackRock ETF Trust ISHA SYST AL ETF | $8.2M | 293.3K | 2.8% | ▲New New position | |
| 9 | Ishares TR US TREAS BD ETF | $7.5M | 329.1K | 2.6% | ▲+133% Added · +188K sh | |
| 10 | BlackRock ETF Trust ISHA LA CORE ETF | $6.6M | 131.6K | 2.3% | ▲+9.8% Added · +12K sh | |
| 11 | BlackRock ETF Trust ISHA US AWAR ETF | $5.9M | 73.5K | 2.0% | ▼−11% Reduced · −9K sh | |
| 12 | Global X FDS DEFENSE TECH ETF | $5.9M | 98.6K | 2.0% | ▲+39% Added · +28K sh | |
| 13 | SPDR Index SHS FDS ST PORT MARK ETF | $5.7M | 110.9K | 2.0% | ▼−22% Reduced · −32K sh | |
| 14 | BlackRock ETF Trust ISHA US THEM ETF | $5.7M | 131.2K | 1.9% | ▼−21% Reduced · −36K sh | |
| 15 | Ishares TR ESG AWR MSCI USA | $5.4M | 33.2K | 1.9% | ▲+2.1% Added · +693 sh | |
| 16 | Ishares TR MSCI USA MMENTM | $4.9M | 14.4K | 1.7% | ▼−29% Reduced · −6K sh | |
| 17 | Schwab Strategic TR US LCAP GR ETF | $4.3M | 127.7K | 1.5% | ▲+26% Added · +26K sh | |
| 18 | J P Morgan Exchange Traded F BETABUILDRS US | $4.0M | 29.8K | 1.4% | ▲+13% Added · +3K sh | |
| 19 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.0M | 82.8K | 1.4% | ▲+48% Added · +27K sh | |
| 20 | Ishares TR ESG MSCI USA ETF | $4.0M | 57.5K | 1.4% | ▼−33% Reduced · −28K sh | |
| 21 | Ishares TR ESG MSCI KLD ETF | $3.9M | 27.6K | 1.3% | ▼−29% Reduced · −12K sh | |
| 22 | Schwab Strategic TR US BRD MKT ETF | $3.7M | 129.4K | 1.3% | ▲+6.3% Added · +8K sh | |
| 23 | SPDR Series Trust ST STR BACKE ETF | $3.6M | 159.8K | 1.2% | ▲+83% Added · +73K sh | |
| 24 | BlackRock ETF Trust II ISHAR INTER ETF | $3.5M | 145.7K | 1.2% | ▲+14% Added · +18K sh | |
| 25 | Ishares TR ESG ADVAN ETF | $3.3M | 76.7K | 1.1% | ▲+1.2% Added · +938 sh | |
| 26 | Ishares Inc ESG AWR MSCI EM | $3.2M | 58.4K | 1.1% | ▼−2.5% Reduced · −2K sh | |
| 27 | Vanguard Intl Equity Index F ALLWRLD EX US | $3.0M | 36.3K | 1.0% | ▼−2.6% Reduced · −981 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $2.7M | 7.2K | 0.9% | ▲+47% Added · +2K sh | |
| 29 | Ishares TR MSCI USA QLT FCT | $2.6M | 12.0K | 0.9% | ▼−65% Reduced · −23K sh | |
| 30 | Ishares TR ESG AWR MSCI USA | $2.6M | 73.4K | 0.9% | ▲+73% Added · +31K sh | |
| 31 | Goldman Sachs ETF TR ACTIVEBETA US LG | $2.5M | 17.6K | 0.9% | ▲+10% Added · +2K sh | |
| 32 | SPDR Series Trust ST STR P500ETF | $2.5M | 28.3K | 0.9% | ▼−20% Reduced · −7K sh | |
| 33 | Sunbelt Rentals Holdings Inc SHS | $2.5M | 33.0K | 0.8% | ▲New New position | |
| 34 | GMO ETF Trust US QUALITY ETF | $2.3M | 56.1K | 0.8% | ▼−8.3% Reduced · −5K sh | |
| 35 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.3M | 44.2K | 0.8% | ▼−18% Reduced · −10K sh | |
| 36 | Hashdex Nasdaq Cme Crypto SHS BEN INT | $2.3M | 157.2K | 0.8% | ▲12× Added · +144K sh | |
| 37 | Ishares TR ESG AWR US AGRGT | $2.3M | 48.3K | 0.8% | ▼−65% Reduced · −88K sh | |
| 38 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.2M | 43.5K | 0.8% | ▼−20% Reduced · −11K sh | |
| 39 | Ishares Gold TR ISHARES NEW | $2.1M | 28.1K | 0.7% | ▲+39% Added · +8K sh | |
| 40 | Ishares TR EAFE VALUE ETF | $2.1M | 27.1K | 0.7% | ▲+12% Added · +3K sh | |
| 41 | Vanguard World FD INF TECH ETF | $2.0M | 17.0K | 0.7% | ▲12× Added · +16K sh | |
| 42 | SPDR Series Trust ST LON TREAS ETF | $1.9M | 72.5K | 0.7% | ▲+9.0% Added · +6K sh | |
| 43 | Ishares TR ESG AWRE 1 5 YR | $1.9M | 74.8K | 0.6% | ▲+285% Added · +55K sh | |
| 44 | Ishares TR CORE US AGGBD ET | $1.9M | 18.7K | 0.6% | ▲New New position | |
| 45 | Vanguard Index FDS VALUE ETF | $1.9M | 8.5K | 0.6% | ▲+10% Added · +781 sh | |
| 46 | Ishares TR ESG AWRE USD ETF | $1.8M | 79.6K | 0.6% | ▼−67% Reduced · −165K sh | |
| 47 | Ishares TR ESG EAFE ETF | $1.8M | 21.6K | 0.6% | ▼−8.1% Reduced · −2K sh | |
| 48 | Dimensional ETF Trust US COR EQU 2 ETF | $1.7M | 37.3K | 0.6% | ▼−0.9% Reduced · −349 sh | |
| 49 | Vanguard Index FDS GROWTH ETF | $1.6M | 18.8K | 0.6% | ▲+497% Added · +16K sh | |
| 50 | BlackRock ETF Trust ISHA WORL EX ETF | $1.5M | 25.7K | 0.5% | ▼−8.2% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 110 | $292.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 108 | $237.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 117 | $185.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 59 | $162.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 53 | $137.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 57 | $144.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 58 | $162.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.