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Archer Investment Management, LLC

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13F filer, CIK 2052868, AUSTIN, TX

Archer Investment Management, LLC reported $137,770,778 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-09. Its ten largest share positions make up 68.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003674

Period
2025-06-30
Reported value
$138M
Holdings
53
Top 10 weight
68.06%
New
4
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGOVnew+124,602$12.5M
DFGPadded+23,642$1.29M
SCHRadded+36,529$914K
TLTadded+9,521$840K
BTCadded+15,279$730K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FLDRexited-147,956-$7.42M
QLTYreduced-91,189-$3.12M
USMFreduced-49,730-$2.55M
VEUreduced-37,057-$2.49M
DFSDexited-50,789-$2.41M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-003674, largest first. % of portfolio is the value over $137,770,778, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 697,449 shares; 2025Q1: 658,564 shares; 2025Q2: 695,093 shares 695,093$17.4M12.63%+36,529Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 252,270 shares; 2025Q1: 237,243 shares; 2025Q2: 260,885 shares 260,885$14.2M10.32%+23,642Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,602 shares 124,602$12.5M9.11%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,331 shares; 2025Q1: 167,499 shares; 2025Q2: 130,442 shares 130,442$8.77M6.36%-37,057Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,282 shares; 2025Q1: 234,040 shares; 2025Q2: 188,032 shares 188,032$8.13M5.9%-46,008Timeline
QLTYGMO ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 463,217 shares; 2025Q1: 320,539 shares; 2025Q2: 229,350 shares 229,350$7.86M5.7%-91,189Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,844 shares; 2025Q1: 78,068 shares; 2025Q2: 87,589 shares 87,589$7.73M5.61%+9,521Timeline
USMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,149 shares; 2025Q1: 199,906 shares; 2025Q2: 150,176 shares 150,176$7.7M5.59%-49,730Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,404 shares; 2025Q1: 80,767 shares; 2025Q2: 58,345 shares 58,345$4.89M3.55%-22,422Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,281 shares; 2025Q1: 85,306 shares; 2025Q2: 86,640 shares 86,640$4.54M3.3%+1,334Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,800 shares; 2025Q1: 176,173 shares; 2025Q2: 148,566 shares 148,566$3.54M2.57%-27,607Timeline
CVMCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,018 shares; 2025Q1: 65,830 shares; 2025Q2: 50,889 shares 50,889$3.09M2.24%-14,941Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,457 shares; 2025Q1: 88,405 shares; 2025Q2: 74,824 shares 74,824$2.95M2.14%-13,581Timeline
CVIEMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,572 shares; 2025Q1: 46,924 shares; 2025Q2: 41,183 shares 41,183$2.68M1.95%-5,741Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,586 shares; 2025Q1: 84,518 shares; 2025Q2: 90,926 shares 90,926$2.16M1.57%+6,408Timeline
USSGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,571 shares; 2025Q1: 45,893 shares; 2025Q2: 36,047 shares 36,047$2.05M1.49%-9,846Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,360 shares; 2025Q1: 20,532 shares; 2025Q2: 32,358 shares 32,358$1.94M1.4%+11,826Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,416 shares; 2025Q1: 34,483 shares; 2025Q2: 35,559 shares 35,559$1.87M1.36%+1,076Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,594 shares; 2025Q1: 61,224 shares; 2025Q2: 50,706 shares 50,706$1.82M1.32%-10,518Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,302 shares; 2025Q1: 13,644 shares; 2025Q2: 9,371 shares 9,371$1.7M1.24%-4,273Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,661 shares; 2025Q1: 11,088 shares; 2025Q2: 12,090 shares 12,090$1.54M1.12%+1,002Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,847 shares; 2025Q2: 29,126 shares 29,126$1.39M1.01%+15,279Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,333 shares; 2025Q1: 30,694 shares; 2025Q2: 23,062 shares 23,062$1.35M0.98%-7,632Timeline
INTFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,164 shares; 2025Q1: 41,754 shares; 2025Q2: 32,517 shares 32,517$1.11M0.81%-9,237Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,198 shares; 2025Q1: 59,646 shares; 2025Q2: 42,746 shares 42,746$1.08M0.78%-16,900Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,028 shares; 2025Q1: 11,629 shares; 2025Q2: 18,816 shares 18,816$1.06M0.77%+7,187Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,191 shares; 2025Q1: 3,334 shares; 2025Q2: 2,906 shares 2,906$883K0.64%-428Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,684 shares; 2025Q1: 5,602 shares; 2025Q2: 4,182 shares 4,182$858K0.62%-1,420Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,194 shares; 2025Q1: 45,692 shares; 2025Q2: 38,743 shares 38,743$856K0.62%-6,949Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,845 shares; 2025Q1: 18,480 shares; 2025Q2: 15,343 shares 15,343$732K0.53%-3,137Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,471 shares; 2025Q1: 17,131 shares; 2025Q2: 16,629 shares 16,629$712K0.52%-502Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,451 shares; 2025Q1: 108,173 shares; 2025Q2: 26,293 shares 26,293$641K0.47%-81,880Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,724 shares; 2025Q1: 11,304 shares; 2025Q2: 12,092 shares 12,092$640K0.46%+788
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,547 shares; 2025Q1: 13,795 shares; 2025Q2: 12,360 shares 12,360$631K0.46%-1,435Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,310 shares; 2025Q1: 32,162 shares; 2025Q2: 19,280 shares 19,280$599K0.44%-12,882Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,987 shares; 2025Q1: 24,652 shares; 2025Q2: 17,297 shares 17,297$598K0.43%-7,355Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,964 shares; 2025Q1: 11,149 shares; 2025Q2: 11,149 shares 11,149$531K0.39%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,917 shares; 2025Q2: 8,792 shares 8,792$501K0.36%-125Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 2,827 shares 2,827$500K0.36%-186Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 635 shares; 2025Q2: 823 shares 823$410K0.3%+188Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,671 shares; 2025Q2: 1,668 shares 1,668$364K0.26%-3Timeline
XJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,539 shares; 2025Q1: 10,159 shares; 2025Q2: 8,429 shares 8,429$333K0.24%-1,730Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,122 shares 8,122$331K0.24%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,269 shares; 2025Q1: 1,318 shares; 2025Q2: 1,453 shares 1,453$319K0.23%+135Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,664 shares; 2025Q1: 5,096 shares; 2025Q2: 3,870 shares 3,870$285K0.21%-1,226Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,774 shares; 2025Q1: 6,048 shares; 2025Q2: 4,502 shares 4,502$274K0.2%-1,546Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,722 shares; 2025Q1: 4,750 shares; 2025Q2: 4,046 shares 4,046$265K0.19%-704Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares 1,337$244K0.18%newTimeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares 3,328$242K0.18%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares 1,522$240K0.17%newTimeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,977 shares; 2025Q1: 11,850 shares; 2025Q2: 6,451 shares 6,451$229K0.17%-5,399Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,413 shares; 2025Q1: 13,653 shares; 2025Q2: 7,750 shares 7,750$228K0.17%-5,903Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 390 shares; 2025Q2: 398 shares 398$226K0.16%+8Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FLDRFIDELITY MERRIMACK STR TR147,956$7.42Mshares
DFSDDIMENSIONAL ETF TRUST50,789$2.41Mshares
DELLDELL TECHNOLOGIES INC8,691$792Kshares
VXUSVANGUARD STAR FDS9,229$573Kshares
AVUVAMERICAN CENTY ETF TR4,587$400Kshares
ETHEGRAYSCALE ETHEREUM STAKING E19,502$297Kshares
DFAUDIMENSIONAL ETF TRUST6,349$244Kshares
DFUVDIMENSIONAL ETF TRUST5,405$223Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-003674 base2025-07-09acceptance time not in the bulk data set