Archer Investment Management, LLC

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CIK 2052868

13F portfolio (2026-Q1)

$238M

Positions

108

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

108

Top 5

26.4%

Top 10

40.1%

Effective N

39.5

HHI

0.025

This quarter

26 new · 0 exit →

By sector

Unclassified99.0%

Information Technology0.9%

Communication Services0.1%

By market cap

Unknown99.0%

Mega (>$200B)0.8%

Large ($10–200B)0.1%

By region

Other99.0%

North America1.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	99.02%	102
Technology Hardware & Equipment	0.48%	2
Semiconductors & Semiconductor Equipment	0.30%	2
Software & IT Services	0.11%	1
Software	0.09%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVE	ISHARES TR	Unclassified	5.83%
2	IVV	ISHARES TR	Unclassified	5.52%
3	CORO	BLACKROCK ETF TRUST	Unclassified	5.52%
4	IVW	ISHARES TR	Unclassified	4.79%
5	DYNF	BLACKROCK ETF TRUST	Unclassified	4.78%
6	SPEM	SPDR INDEX SHS FDS	Unclassified	2.81%
7	BAI	BLACKROCK ETF TRUST	Unclassified	2.79%
8	QUAL	ISHARES TR	Unclassified	2.78%
9	EAGG	ISHARES TR	Unclassified	2.73%
10	THRO	BLACKROCK ETF TRUST	Unclassified	2.54%

6/108 names classified · sector 1.0% of weight · industry 1.0% · mkt cap 1.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, MSFT, NXPI, DELL, NVDA · other

Communication ServicesMETA, GOOG

Consumer Discretionary

Financials

UnclassifiedSCHR, DFGP, QLTY, USMF, SGOV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 1.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 1% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (6 classified)Archer Investment Management, LLC centroid (Large Growth)

Information TechnologyCommunication Services

Style box summary for Archer Investment Management, LLC: centroid Large Growth. Heaviest cells: Large Core 0.5%, Large Growth 0.4%, Mid Core 0.1%.

Classified: 1.0% of book weight (6/108 names) · unclassified 99.0%: IVE, IVV, CORO, IVW, DYNF, SPEM, BAI, QUAL, EAGG, THRO +92 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 108 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVEISHARES TR	65,657	$14M	5.8%	ADD 272%
2	IVVISHARES TR	20,098	$13M	5.5%	ADD 207%
3	COROBLACKROCK ETF TRUST	407,781	$13M	5.5%	NEW
4	IVWISHARES TR	100,635	$11M	4.8%	ADD 226%
5	DYNFBLACKROCK ETF TRUST	195,227	$11M	4.8%	ADD 135%
6	SPEMSPDR INDEX SHS FDS	142,494	$7M	2.8%	ADD 132%
7	BAIBLACKROCK ETF TRUST	201,469	$7M	2.8%	ADD 289%
8	QUALISHARES TR	34,483	$7M	2.8%	ADD 252%
9	EAGGISHARES TR	136,477	$6M	2.7%	ADD 428%
10	THROBLACKROCK ETF TRUST	166,848	$6M	2.5%	ADD 275%
11	PZAINVESCO EXCH TRADED FD TR II	259,293	$6M	2.5%	NEW
12	LCTUBLACKROCK ETF TRUST	82,480	$6M	2.4%	ADD 411%
13	SUSCISHARES TR	244,396	$6M	2.4%	ADD 369%
14	SHLDGLOBAL X FDS	70,763	$5M	2.1%	ADD 532%
15	BLCRBLACKROCK ETF TRUST	119,791	$5M	2.1%	NEW
16	MTUMISHARES TR	20,091	$5M	2.0%	ADD 271%
17	USXFISHARES TR	85,845	$5M	2.0%	ADD 977%
18	DSIISHARES TR	39,065	$5M	2.0%	ADD 534%
19	ESGUISHARES TR	32,494	$5M	1.9%	ADD 401%
20	EUSBISHARES TR	75,725	$3M	1.4%	ADD 680%
21	IBITISHARES BITCOIN TRUST ETF	84,634	$3M	1.4%	ADD 445%
22	GOVTISHARES TR	140,981	$3M	1.4%	NEW
23	BBUSJ P MORGAN EXCHANGE TRADED F	26,322	$3M	1.3%	NEW
24	INMUBLACKROCK ETF TRUST II	127,835	$3M	1.3%	ADD 504%
25	SCHBSCHWAB STRATEGIC TR	121,697	$3M	1.3%	TRIM −11%
26	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	101,562	$3M	1.2%	TRIM −15%
27	VEUVANGUARD INTL EQUITY INDEX F	37,241	$3M	1.2%	TRIM −60%
28	BINCBLACKROCK ETF TRUST II	53,764	$3M	1.2%	ADD 98%
29	ESGEISHARES INC	59,935	$3M	1.1%	ADD 11%
30	SPYMSPDR SERIES TRUST	35,550	$3M	1.1%	NEW
31	VTEBVANGUARD MUN BD FDS	54,302	$3M	1.1%	ADD 541%
32	BNDXVANGUARD CHARLOTTE FDS	55,854	$3M	1.1%	ADD 636%
33	MUBISHARES TR	23,403	$2M	1.0%	NEW
34	IUSBISHARES TR	51,689	$2M	1.0%	ADD 33%
35	QLTYGMO ETF TRUST	61,200	$2M	0.9%	TRIM −62%
36	GSLCGOLDMAN SACHS ETF TR	15,923	$2M	0.8%	NEW
37	SPMBSPDR SER TR	87,193	$2M	0.8%	ADD 365%
38	EFVISHARES TR	24,227	$2M	0.8%	ADD 19%
39	IAUISHARES GOLD TR	20,217	$2M	0.7%	ADD 60%
40	DMXFISHARES TR	23,526	$2M	0.7%	NEW
41	SPTLSPDR SERIES TRUST	66,535	$2M	0.7%	ADD 261%
42	VTIVANGUARD INDEX FDS	4,882	$2M	0.7%	TRIM −14%
43	LCTDBLACKROCK ETF TRUST	28,008	$2M	0.7%	ADD 636%
44	VTVVANGUARD INDEX FDS	7,725	$2M	0.6%	ADD 173%
45	DFACDIMENSIONAL ETF TRUST	37,696	$1M	0.6%	HOLD
46	VUGVANGUARD INDEX FDS	3,153	$1M	0.6%	ADD 630%
47	EVUSISHARES ESG AWARE MSCI USA VALUE ETF	42,384	$1M	0.6%	ADD 415%
48	USMFWISDOMTREE TR	26,367	$1M	0.5%	TRIM −74%
49	SYSBISHARES TR	14,070	$1M	0.5%	NEW
50	VGITVANGUARD SCOTTSDALE FDS	18,093	$1M	0.5%	TRIM −34%
51	EFGISHARES TR	9,428	$1M	0.4%	ADD 214%
52	JQUAJ P MORGAN EXCHANGE TRADED F	16,405	$1M	0.4%	NEW
53	ESGDISHARES TR	10,355	$990,118	0.4%	NEW
54	VGTVANGUARD WORLD FD	1,379	$962,156	0.4%	NEW
55	IQLTISHARES TR	20,462	$945,946	0.4%	TRIM −83%
56	USMVISHARES TR	9,955	$923,227	0.4%	NEW
57	SCMBSCHWAB STRATEGIC TR	35,200	$896,896	0.4%	NEW
58	AAPLAPPLE INC	3,439	$872,784	0.4%	TRIM −6%
59	DGRWWISDOMTREE TR	9,232	$810,977	0.3%	TRIM −75%
60	SCHFSCHWAB STRATEGIC TR	27,471	$679,896	0.3%	TRIM −24%
61	VEAVANGUARD TAX-MANAGED FDS	10,575	$677,646	0.3%	ADD 22%
62	LMUBISHARES TR	13,555	$676,801	0.3%	NEW
63	USSGDBX ETF TR	10,942	$653,019	0.3%	TRIM −61%
64	CVMCMORGAN STANLEY ETF TRUST	10,140	$649,163	0.3%	TRIM −74%
65	DFIVDIMENSIONAL ETF TRUST	11,454	$604,542	0.3%	TRIM −19%
66	CVIEMORGAN STANLEY ETF TRUST	8,267	$600,928	0.3%	TRIM −77%
67	MBBISHARES TR	5,920	$562,075	0.2%	TRIM −59%
68	VWOVANGUARD INTL EQUITY INDEX F	10,308	$557,147	0.2%	NEW
69	ICVTISHARES TR CONV BD ETF	5,388	$548,445	0.2%	ADD 95%
70	STIPISHARES TR	5,141	$531,734	0.2%	ADD 158%
71	BITWBITWISE 10 CRYPTO INDEX ETF	11,544	$514,943	0.2%	NEW
72	INTFISHARES TR	13,108	$510,688	0.2%	TRIM −55%
73	XLKSELECT SECTOR SPDR TR	3,774	$501,565	0.2%	TRIM −53%
74	SUSBISHARES TR	19,416	$486,662	0.2%	NEW
75	RSPINVESCO EXCHANGE TRADED FD T	2,525	$484,573	0.2%	TRIM −65%
76	IWCISHARES TR	2,995	$477,985	0.2%	TRIM −63%
77	BDYNBLACKROCK ETF TRUST	19,227	$467,408	0.2%	TRIM −89%
78	VCITVANGUARD SCOTTSDALE FDS	5,478	$453,305	0.2%	NEW
79	FDEMFIDELITY COVINGTON TRUST	13,664	$431,518	0.2%	TRIM −91%
80	DFSIDIMENSIONAL ETF TRUST	8,972	$380,413	0.2%	TRIM −85%
81	NVDANVIDIA CORPORATION	2,166	$377,671	0.2%	ADD 43%
82	IEMGISHARES INC	5,105	$356,099	0.1%	TRIM −23%
83	IAGGISHARES TR	6,870	$343,769	0.1%	TRIM −53%
84	XLISELECT SECTOR SPDR TR	2,125	$343,676	0.1%	TRIM −46%
85	DFAIDIMENSIONAL ETF TRUST	8,566	$333,731	0.1%	TRIM −35%
86	NXPINXP SEMICONDUCTORS N V	1,668	$328,362	0.1%	HOLD
87	GLDMWORLD GOLD TR	3,500	$324,415	0.1%	NEW
88	DFICDIMENSIONAL ETF TRUST	8,648	$307,263	0.1%	TRIM −43%
89	VIGVANGUARD SPECIALIZED FUNDS	1,382	$297,213	0.1%	TRIM −21%
90	GOOGALPHABET INC	942	$270,305	0.1%	ADD 17%
91	TLHISHARES TR	2,662	$268,137	0.1%	TRIM −63%
92	CSCOCISCO SYS INC	3,374	$261,789	0.1%	HOLD
93	ACWXISHARES TR	3,766	$257,858	0.1%	HOLD
94	IEFAISHARES TR	2,821	$255,385	0.1%	TRIM −74%
95	IAUMISHARES GOLD TR	5,161	$241,019	0.1%	NEW
96	NCIQHashdex Nasdaq Crypto Index US ETF	13,192	$227,298	0.1%	NEW
97	XLFSELECT SECTOR SPDR TR	4,525	$223,399	0.1%	TRIM −86%
98	XSHQINVESCO EXCH TRADED FD TR II	5,254	$221,519	0.1%	TRIM −47%
99	ITAIShares U.S. Aerospace & Defense ETF	1,003	$219,421	0.1%	TRIM −81%
100	MSFTMICROSOFT CORP	584	$216,179	0.1%	TRIM −22%
101	HODLVANECK BITCOIN ETF	11,144	$213,519	0.1%	NEW
102	FGDLFranklin Responsibly Sourced Gold ETF	3,396	$211,102	0.1%	NEW
103	SCHRSCHWAB STRATEGIC TR	8,352	$208,048	0.1%	TRIM −98%
104	XVVISHARES TR	4,222	$207,807	0.1%	TRIM −73%
105	VOOVANGUARD INDEX FDS	342	$204,362	0.1%	HOLD
106	VXUSVANGUARD STAR FDS	2,643	$203,802	0.1%	TRIM −52%
107	TIPISHARES TR	1,828	$201,738	0.1%	TRIM −96%
108	IWDISHARES TR	943	$201,491	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVEISHARES TR

—

18K

66K

$14M

IVVISHARES TR

—

20K

$13M

COROBLACKROCK ETF TRUST

—

408K

$13M

IVWISHARES TR

—

31K

101K

$11M

DYNFBLACKROCK ETF TRUST

—

83K

195K

$11M

SPEMSPDR INDEX SHS FDS

—

61K

142K

$7M

BAIBLACKROCK ETF TRUST

—

52K

201K

$7M

QUALISHARES TR

—

10K

34K

$7M

EAGGISHARES TR

—

26K

136K

$6M

THROBLACKROCK ETF TRUST

—

45K

167K

$6M

PZAINVESCO EXCH TRADED FD TR II

—

259K

$6M

LCTUBLACKROCK ETF TRUST

—

16K

82K

$6M

SUSCISHARES TR

—

52K

244K

$6M

SHLDGLOBAL X FDS

—

11K

71K

$5M

BLCRBLACKROCK ETF TRUST

—

120K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Archer Investment Management, LLC