Archford Capital Strategies, LLC 13F Holdings · Q2 2026
Archford Capital Strategies, LLC reported 359 securities worth $987.49M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IEMG (4.82%), IEFA (4.52%), SPYM (3.19%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | $47.6M | 4.82% | 575,012 | Added |
| 2 | IEFA | ISHARES TR | $44.7M | 4.52% | 462,639 | Added |
| 3 | SPYM | SPDR SERIES TRUST | $31.5M | 3.19% | 358,112 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $31.4M | 3.18% | 156,732 | Trimmed |
| 5 | AAPL | APPLE INC | $30.5M | 3.08% | 105,245 | Added |
| 6 | MSFT | MICROSOFT CORP | $25.4M | 2.57% | 68,089 | Added |
| 7 | GOOGL | ALPHABET INC | $20.2M | 2.05% | 56,589 | Trimmed |
| 8 | V | VISA INC | $17.8M | 1.80% | 51,737 | Added |
| 9 | VUG | VANGUARD INDEX FDS | $17.4M | 1.76% | 201,727 | Added |
| 10 | AVGO | BROADCOM INC | $16.7M | 1.69% | 44,304 | Added |
| 11 | INFO | HARBOR ETF TRUST | $16.6M | 1.68% | 609,085 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.7M | 1.59% | 31,372 | Trimmed |
| 13 | FNDX | SCHWAB STRATEGIC TR | $12.9M | 1.31% | 416,168 | Added |
| 14 | SCHG | SCHWAB STRATEGIC TR | $12.7M | 1.29% | 375,554 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $12.5M | 1.27% | 10,837 | Trimmed |
| 16 | WINN | HARBOR ETF TRUST | $12.2M | 1.23% | 374,455 | Added |
| 17 | SAMT | ADVISORS INNER CIRCLE FD III | $12.0M | 1.22% | 251,799 | Added |
| 18 | AMZN | AMAZON COM INC | $11.5M | 1.17% | 48,325 | Trimmed |
| 19 | HELO | J P MORGAN EXCHANGE TRADED F | $10.7M | 1.08% | 157,859 | Added |
| 20 | DFGP | DIMENSIONAL ETF TRUST | $10.4M | 1.06% | 191,581 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $10.3M | 1.05% | 40,636 | Added |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.4M | 1.05% | 21,690 | Trimmed |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $9.1M | 0.92% | 153,666 | Added |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $9.0M | 0.91% | 223,904 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $8.9M | 0.90% | 121,299 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR