Data as of Q4 2025 (Dec 31, 2025)

Archer Investment Management, LLC

•CIK: 2052868•Filing: Q4 2025

**Archer Investment Management, LLC** manages $186M across 117 positions, exhibiting a diversified, tactical allocation strategy. Top holdings reveal significant exposure to specific sectors and fixed income, notably SCHR at $10.1M and DFGP at $9.5M. The portfolio maintains substantial allocations to broad market and defensive assets, including VEU ($6.9M) and SGOV ($5.5M). This structure suggests a focus on capturing value across varied market cycles.

Total AUM
$185.9M
QoQ Performance
+14.2%
Positions
41
Top 10 Concentration
34.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHR
DFGP
SCHR5.5%
DFGP5.1%
VEU3.7%
QLTY3.3%
SGOV3.0%
IQLT3.0%
TIP2.9%
USMF2.8%

📈 Biggest Buys

DYNF
BLACKROCK ETF TRUST
NEW
2.7% of portfolio
IVV
ISHARES TR
NEW
2.4% of portfolio
BDYN
BLACKROCK ETF TRUST
NEW
2.4% of portfolio
SCHG
SCHWAB STRATEGIC TR
NEW
2.1% of portfolio
IVW
ISHARES TR
NEW
2.0% of portfolio

📉 Biggest Sells

DFGP
DIMENSIONAL ETF TRUST
-35.0%
5.1% of portfolio
SCHR
SCHWAB STRATEGIC TR
-30.6%
5.5% of portfolio
IQLT
ISHARES TR
-36.9%
3.0% of portfolio
USMF
WISDOMTREE TR
-38.0%
2.8% of portfolio
QLTY
GMO ETF TRUST
-30.2%
3.3% of portfolio

Sector Breakdown

Other95.9%
ETF2.5%
Technology1.4%
Consumer0.2%

🚪 Exited Positionssold since Q3 2025

META
META PLATFORMS INC
SOLD
$5.0M
DELL
DELL TECHNOLOGIES INC
SOLD
$246.7K
DUHP
DIMENSIONAL ETF TRUST
SOLD
$245.7K

Changes from Q3 2025

NEW61 new positions
↑9 increased
↓45 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SCHR5.5%
SCHWAB STRATEGIC TR
$10.1M
DFGP5.1%
DIMENSIONAL ETF TRUST
$9.5M
VEU3.7%
VANGUARD INTL EQUITY INDEX F
$6.9M
QLTY3.3%
GMO ETF TRUST
$6.1M
SGOV3.0%
ISHARES TR
$5.5M

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