Funds · 13F filer · Austin, TX

Archer Investment Management, LLC

$292.7M in 110 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+14.1%S&P 500 +20.9%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2024: $121 against $127 in the S&P 500.2

Archer Investment Management, LLCS&P 500 (SPY)
$95$100$12720242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
IVVIshares Tr$32.8M11.2%+117.7%
COROBlackrock Etf Trust$16.7M5.7%+11.9%
DYNFBlackrock Etf Trust$14.0M4.8%+5.7%
IVWIshares Tr$13.4M4.6%−2.8%
IVEIshares Tr$12.6M4.3%−15.2%
BAIBlackrock Etf Trust$11.2M3.8%+5.2%
PZAInvesco Exch Traded Fd Tr II$9.1M3.1%+49.8%
IALTBlackrock Etf Trust$8.2M2.8%New
GOVTIshares Tr$7.5M2.6%+133.4%
BLCRBlackrock Etf Trust$6.6M2.3%+9.8%
LCTUBlackrock Etf Trust$5.9M2.0%−10.8%
SHLDGlobal X Fds$5.9M2.0%+39.3%
SPEMSpdr Index Shs Fds$5.7M2.0%−22.2%
THROBlackrock Etf Trust$5.7M1.9%−21.4%
ESGUIshares Tr$5.4M1.9%+2.1%
MTUMIshares Tr$4.9M1.7%−28.5%
SCHGSchwab Strategic Tr$4.3M1.5%+25.7%
BBUSJ P Morgan Exchange Traded F$4.0M1.4%+13.1%
BNDXVanguard Charlotte Fds$4.0M1.4%+48.2%
USXFIshares Tr$4.0M1.4%−33.0%
DSIIshares Tr$3.9M1.3%−29.5%
SCHBSchwab Strategic Tr$3.7M1.3%+6.3%
SPMBSpdr Series Trust$3.6M1.2%+83.3%
INMUBlackrock Etf Trust II$3.5M1.2%+14.0%
EUSBIshares Tr$3.3M1.1%+1.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
BAIBlackrock Etf TrustDecember 31, 2025+58.3%$11.2M
VEUVanguard Intl Equity Index FDecember 31, 2024+45.9%$3.0M
MTUMIshares TrDecember 31, 2025+37.0%$4.9M
QLTYGmo Etf TrustDecember 31, 2024+30.2%$2.3M
VTIVanguard Index FdsDecember 31, 2024+27.7%$2.7M
SCHBSchwab Strategic TrDecember 31, 2024+27.6%$3.7M
ESGEIshares IncSeptember 30, 2025+26.0%$3.2M
BLCRBlackrock Etf TrustMarch 31, 2026+22.7%$6.6M
USXFIshares TrDecember 31, 2025+20.6%$4.0M
BBUSJ P Morgan Exchange Traded FMarch 31, 2026+15.0%$4.0M

Sold off last quarter

  • LMUBIshares Tr was $677K
  • IAGGIshares Tr was $344K
  • GLDMWorld Gold Tr was $324K
  • TLHIshares Tr was $268K
  • ACWXIshares Tr was $258K
  • IEFAIshares Tr was $255K
  • XLFSelect Sector Spdr Tr was $223K
  • FGDLFranklin Templeton Holdings was $211K
  • SCHRSchwab Strategic Tr was $208K
  • TIPIshares Tr was $202K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+12.2%+14.8%
March 31, 2026−2.2%−4.6%
December 31, 2025−0.5%+2.4%
September 30, 2025+4.5%+7.8%
June 30, 2025+6.1%+10.5%
March 31, 2025−0.2%−4.6%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 2052868
  2. 2
    Filed July 7, 2026 · accession 0002052868-26-000003