Archer Investment Management, LLC holds a focused book of 110 stocks worth $292.7M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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.
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
Other tracked managers holding the same core names as Archer Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $15.2B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $13.5B |
| CWM, LLC | 78 / 80 | $10.1B |
| JPMORGAN CHASE & CO | 77 / 80 | $260.9B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $124.9B |
| MML INVESTORS SERVICES, LLC | 77 / 80 | $13.4B |
| Integrated Wealth Concepts LLC | 77 / 80 | $4.3B |
| ROYAL BANK OF CANADA | 76 / 80 | $69.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Archer Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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, filed up to 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.