Archer Investment Management, LLC

Q4 2025 13F-HR Holdings

Location
Austin, TX
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$185,876
Net value change ($000)
+23,063 (14.2%)
New positions
61
Sold out positions
3
Turnover %
40.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 5,049 NEW
IVV 4,487 NEW
BDYN 4,387 NEW
SCHG 3,876 NEW
IVW 3,808 NEW
IVE 3,739 NEW
SPEM 2,876 NEW
XLG 2,164 NEW
QUAL 1,944 NEW
IUSB 1,811 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFGP -5,524 -36.7%
META -4,973 -100.0%
SCHR -4,509 -30.8%
USMF -3,344 -39.2%
IQLT -2,983 -35.1%
TIP -2,697 -33.2%
SGOV -2,546 -31.5%
FDEM -2,298 -33.5%
VEU -2,220 -24.4%
QLTY -2,135 -25.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type