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☆Archer Investment Management, LLC

CIK 0002052868 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.202
AUM ($M)
293
Positions
110
Turnover
0.19
Top-10 wt
45%
Herfindahl
0.032
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 120 positions · portfolio value $293M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 11.2% +5.7% 32.8 43,751 +23,653 1 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 5.7% +0.2% 16.7 456,465 +48,684 1 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 4.8% +0.0% 14.0 206,282 +11,055 1 —
☆IVW funds › ISHARES TR TRIM — 4.6% -0.2% 13.4 97,770 -2,865 1 —
☆IVE funds › ISHARES TR TRIM — 4.3% -1.5% 12.6 55,706 -9,951 1 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 3.8% +1.0% 11.2 211,985 +10,516 1 —
☆PZA funds › INVESCO EXCH TRADED FD TR II ADD — 3.1% +0.6% 9.1 388,496 +129,203 1 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 2.8% +2.8% 8.2 293,252 +293,252 1 —
☆GOVT funds › ISHARES TR ADD — 2.6% +1.2% 7.5 329,090 +188,109 1 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 2.3% +0.2% 6.6 131,557 +11,766 1 —
☆LCTU funds › BLACKROCK ETF TRUST TRIM — 2.0% -0.4% 5.9 73,549 -8,931 1 —
☆SHLD funds › GLOBAL X FDS ADD — 2.0% -0.1% 5.9 98,551 +27,788 1 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 2.0% -0.8% 5.7 110,890 -31,604 1 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 1.9% -0.6% 5.7 131,207 -35,641 1 —
☆ESGU funds › ISHARES TR ADD — 1.9% -0.1% 5.4 33,187 +693 1 —
☆MTUM funds › ISHARES TR TRIM — 1.7% -0.3% 4.9 14,362 -5,729 1 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 1.5% +0.2% 4.3 127,697 +26,135 1 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F ADD — 1.4% +0.1% 4.0 29,765 +3,443 1 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.4% +0.2% 4.0 82,782 +26,928 1 —
☆USXF funds › ISHARES TR TRIM — 1.4% -0.6% 4.0 57,487 -28,358 1 —
☆DSI funds › ISHARES TR TRIM — 1.3% -0.7% 3.9 27,556 -11,509 1 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 1.3% -0.0% 3.7 129,422 +7,725 1 —
☆SPMB funds › SPDR SERIES TRUST ADD — 1.2% +0.4% 3.6 159,834 +72,641 1 —
☆INMU funds › BLACKROCK ETF TRUST II ADD — 1.2% -0.1% 3.5 145,722 +17,887 1 —
☆EUSB funds › ISHARES TR ADD — 1.1% -0.2% 3.3 76,663 +938 1 —
☆ESGE funds › ISHARES INC TRIM — 1.1% -0.1% 3.2 58,417 -1,518 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.0% -0.1% 3.0 36,260 -981 1 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.9% +0.2% 2.7 7,187 +2,305 1 —
☆QUAL funds › ISHARES TR TRIM — 0.9% -1.9% 2.6 11,974 -22,509 1 —
☆EVUS funds › ISHARES TR ADD — 0.9% +0.3% 2.6 73,379 +30,995 1 —
☆GSLC funds › GOLDMAN SACHS ETF TR ADD — 0.9% +0.0% 2.5 17,590 +1,667 1 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.9% -0.3% 2.5 28,310 -7,240 1 —
☆SUNB funds › SUNBELT RENTALS HOLDINGS INC NEW — 0.8% +0.8% 2.5 33,005 +33,005 1 —
☆QLTY funds › GMO ETF TRUST TRIM — 0.8% -0.1% 2.3 56,094 -5,106 1 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.8% -0.4% 2.3 44,232 -9,532 1 —
☆NCIQ funds › HASHDEX NASDAQ CME CRYPTO ADD — 0.8% +0.7% 2.3 157,232 +144,040 1 —
☆EAGG funds › ISHARES TR TRIM — 0.8% -1.9% 2.3 48,269 -88,208 1 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.8% -0.4% 2.2 43,486 -10,816 1 —
☆IAU funds › ISHARES GOLD TR ADD — 0.7% -0.0% 2.1 28,109 +7,892 1 —
☆EFV funds › ISHARES TR ADD — 0.7% -0.0% 2.1 27,067 +2,840 1 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.7% +0.3% 2.0 16,957 +15,578 1 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.7% -0.1% 1.9 72,540 +6,005 1 —
☆SUSB funds › ISHARES TR ADD — 0.6% +0.4% 1.9 74,788 +55,372 1 —
☆AGG funds › ISHARES TR NEW — 0.6% +0.6% 1.9 18,745 +18,745 1 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 1.9 8,506 +781 1 —
☆SUSC funds › ISHARES TR TRIM — 0.6% -1.7% 1.8 79,609 -164,787 1 —
☆DMXF funds › ISHARES TR TRIM — 0.6% -0.1% 1.8 21,610 -1,916 1 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.1% 1.7 37,347 -349 1 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 1.6 18,828 +15,675 1 —
☆LCTD funds › BLACKROCK ETF TRUST TRIM — 0.5% -0.1% 1.5 25,705 -2,303 1 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.5% +0.3% 1.4 7,514 +5,389 1 —
☆USMF funds › WISDOMTREE TR TRIM — 0.5% -0.1% 1.3 24,356 -2,011 1 —
☆IUSB funds › ISHARES TR TRIM — 0.5% -0.6% 1.3 28,591 -23,098 1 —
☆SCMB funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.1% 1.3 48,787 +13,587 1 —
☆EFG funds › ISHARES TR ADD — 0.4% -0.0% 1.2 9,843 +415 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.4% +0.4% 1.2 1,628 +1,628 1 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.4% -0.0% 1.2 16,043 -362 1 —
☆USMV funds › ISHARES TR ADD — 0.4% +0.0% 1.1 11,857 +1,902 1 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% +0.3% 1.1 1,591 +1,249 1 —
☆SYSB funds › ISHARES TR TRIM — 0.4% -0.2% 1.1 12,303 -1,767 1 —
☆ESGD funds › ISHARES TR ADD — 0.4% -0.1% 1.1 10,367 +12 1 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.3% -0.1% 1.0 16,979 -1,114 1 —
☆AAPL funds › APPLE INC TRIM — 0.3% -0.0% 1.0 3,406 -33 1 —
☆STIP funds › ISHARES TR ADD — 0.3% +0.1% 1.0 9,487 +4,346 1 —
☆IQLT funds › ISHARES TR TRIM — 0.3% -0.1% 1.0 19,384 -1,078 1 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.3% -0.1% 0.8 8,775 -457 1 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.3% -0.0% 0.8 11,323 +748 1 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% +0.1% 0.8 3,987 +1,821 1 —
☆ICLN funds › ISHARES TR NEW — 0.3% +0.3% 0.8 37,688 +37,688 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% +0.0% 0.7 12,455 +2,147 1 —
☆CVMC funds › MORGAN STANLEY ETF TRUST TRIM — 0.2% -0.0% 0.7 9,376 -764 1 —
☆USSG funds › DBX ETF TR TRIM — 0.2% -0.0% 0.7 9,832 -1,110 1 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.1% 0.7 24,127 -3,344 1 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.2% +0.1% 0.6 7,512 +4,869 1 —
☆HODL funds › VANECK BITCOIN ETF ADD — 0.2% +0.1% 0.6 37,593 +26,449 1 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 0.6 3,260 -514 1 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 0.6 11,222 -232 1 —
☆CVIE funds › MORGAN STANLEY ETF TRUST TRIM — 0.2% -0.0% 0.6 7,035 -1,232 1 —
☆IWC funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 2,946 -49 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% +0.0% 0.6 6,851 +1,373 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.2% -1.2% 0.6 16,904 -67,730 1 —
☆INTF funds › ISHARES TR TRIM — 0.2% -0.0% 0.5 12,916 -192 1 —
☆BDYN funds › BLACKROCK ETF TRUST TRIM — 0.2% -0.0% 0.5 18,657 -570 1 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.2% +0.1% 0.5 12,238 +7,077 1 —
☆FDEM funds › FIDELITY COVINGTON TRUST TRIM — 0.2% -0.0% 0.5 13,233 -431 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 0.5 2,237 -288 1 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 0.2% +0.0% 0.5 1,669 +1 1 —
☆IOT funds › SAMSARA INC NEW — 0.2% +0.2% 0.5 14,007 +14,007 1 —
☆MUB funds › ISHARES TR TRIM — 0.1% -0.9% 0.4 4,016 -19,387 1 —
☆BITW funds › BITWISE 10 CRYPTO INDEX ETF TRIM — 0.1% -0.1% 0.4 9,526 -2,018 1 —
☆MBB funds › ISHARES TR TRIM — 0.1% -0.1% 0.4 3,715 -2,205 1 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.3 8,304 -262 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.3 1,372 -10 1 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% -0.0% 0.3 913 -29 1 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.3 8,489 -159 1 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% -0.0% 0.3 2,366 -1,008 1 —
☆AMZN funds › AMAZON COM INC NEW — 0.1% +0.1% 0.3 1,122 +1,122 1 —
☆XSHQ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 0.3 5,187 -67 1 —
☆XVV funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 4,208 -14 1 —
☆VBK funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 641 +641 1 —
☆IETC funds › ISHARES U S ETF TR NEW — 0.1% +0.1% 0.2 2,176 +2,176 1 —
☆ETHW funds › BITWISE ETHEREUM ETF NEW — 0.1% +0.1% 0.2 20,277 +20,277 1 —
☆IEMG funds › ISHARES INC TRIM — 0.1% -0.1% 0.2 2,688 -2,417 1 —
☆ICVT funds › ISHARES TR TRIM — 0.1% -0.2% 0.2 1,797 -3,591 1 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.1% -0.0% 0.2 584 +0 1 —
☆DFSI funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.1% 0.2 4,713 -4,259 1 —
☆ITA funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 873 -130 1 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 856 -87 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.1% +0.1% 0.2 1,291 +1,291 1 —
☆FTMU funds › PUTNAM ETF TRUST NEW — 0.1% +0.1% 0.2 24,671 +24,671 1 —
☆TLH funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,662 0 —
☆LMUB funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -13,555 0 —
☆IAGG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -6,870 0 —
☆ACWX funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,766 0 —
☆FGDL funds › FRANKLIN TEMPLETON HOLDINGS EXIT — 0.0% -0.1% 0.0 0 -3,396 0 —
☆SCHR funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -8,352 0 —
☆TIP funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,828 0 —
☆GLDM funds › WORLD GOLD TR EXIT — 0.0% -0.1% 0.0 0 -3,500 0 —
☆XLF funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.1% 0.0 0 -4,525 0 —
☆IEFA funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,821 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 293 110 0.19 45% 0.032 0.202 — entered
2026Q1 238 108 0.61 40% 0.025 0.000 — left
2025Q4 186 117 0.38 34% 0.020 0.019 — in
2025Q3 163 59 0.20 57% 0.043 0.180 — in
2025Q2 138 53 0.17 68% 0.058 0.335 — entered
2025Q1 145 57 0.00 65% 0.052 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status