Archer Investment Management, LLC

RIA/Wealth

Archer Investment Management, LLC is a RIA/Wealth led by Richard James Archer, reporting $308.9M in AUM as of Q3 2025 with 92% ETF concentration and 57% concentrated in top 10 holdings.

PresidentRichard James Archer

Portfolio Value: $162.8M
Positions: 59
Top Holding: DFGP at 9.24%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in Archer Investment Management, LLC's portfolio (57% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional Global Core Plus Fixed Income DFGP	ETF ETF	$15.0M	9.24%	+$543.8K Bought	— 270.7K shares	Q4 2024 Held for 11 months
2 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$14.7M	9.00%	-$2.8M Sold	— 583.2K shares	Q4 2024 Held for 11 months
3 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$9.1M	5.59%	-$216.1K Sold	— 127.4K shares	Q4 2024 Held for 11 months
4 WisdomTree U.S. Multifactor Fund USMF	ETF ETF	$8.5M	5.24%	+$688.8K Bought	— 163.4K shares	Q4 2024 Held for 11 months
5 IQLT iShares MSCI Intl Quality Factor IQLT	ETF ETF	$8.5M	5.23%	+$198.2K Bought	— 192.5K shares	Q4 2024 Held for 11 months
6 GMO U.S. Quality QLTY	ETF ETF	$8.3M	5.08%	-$26.4K Sold	— 228.6K shares	Q4 2024 Held for 11 months
7 iShares TIPS Bond TIP	ETF ETF	$8.1M	4.99%	+$8.1M New	— 73.1K shares	Q3 2025 Held for 2 months
8 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$8.1M	4.97%	-$4.5M Sold	— 80.4K shares	Q2 2025 Held for 5 months
9 Fidelity Emerging Markets Multifactor FDEM	ETF ETF	$6.9M	4.22%	+$6.9M New	— 228.3K shares	Q3 2025 Held for 2 months
10 iShares 20+ Year Treasury Bond TLT	ETF ETF	$5.5M	3.40%	-$2.3M Sold	— 61.9K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Archer Investment Management, LLC's latest filing

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GthenC

Market Value

$162.8M

Prior: $137.8M

Q/Q Change

+18.18%

+$25.0M

Net Flows % of MV

+11.56%

Turnover Ratio

16.01%

New Purchases

9 stocks

$32.3M

Added To

16 stocks

+$3.0M

Sold Out Of

4 stocks

$3.0M

Reduced Holdings

31 stocks

-$13.5M

Increased Positions

Position	Shares Δ	Change
1 iShares TIPS Bond TIP	New	0 → 73.1K +$8.1M
2 Fidelity Emerging Markets Multifactor FDEM	New	0 → 228.3K +$6.9M
3 Schwab International Small-Cap Equity ETF SCHC	New	0 → 111.2K +$5.1M
4 Meta Platforms, Inc. META	New	0 → 6.8K +$5.0M
5 ESGE iShares ESG Aware MSCI EM ETF ESGE	New	0 → 64.8K +$2.8M

Decreased Positions

Position	Shares Δ	Change
1 Fidelity MSCI Utilities Index FUTY	Sold	35.6K → 0 −$1.9M
2 Ecofin Global Water ESG Fund EBLU	Sold	12.1K → 0 −$639.8K
3 iShares MSCI USA Quality Factor QUAL	Sold	1.3K → 0 −$244.4K
4 Dimensional World ex U.S. Core Equity 2 DFAX	Sold	7.8K → 0 −$227.6K
5 SCHO Schwab Short-Term U.S. Treasury SCHO	-37.19%	26.3K → 16.5K −$238.6K