Institutions / Archford Capital Strategies, LLC
Archford Capital Strategies, LLC
CIK 1606609 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$858.07M
Positions
334
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 334 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $37.57M | 4.4% |
| Microsoft Corp | $30.81M | 3.6% |
| NVIDIA Corp | $28.89M | 3.4% |
| Apple Inc. | $27.70M | 3.2% |
| iShares Inc | $26.85M | 3.1% |
| SPDR Series Trust | $21.58M | 2.5% |
| Alphabet Inc. | $18.50M | 2.2% |
| Vanguard Index Fds | $18.05M | 2.1% |
| Harbor ETF Trust | $16.87M | 2.0% |
| Visa Inc | $16.62M | 1.9% |
| Warren E. Buffett | $15.95M | 1.9% |
| Schwab Strategic Tr | $14.74M | 1.7% |
| Broadcom Inc. | $13.76M | 1.6% |
| Schwab Strategic Tr | $13.17M | 1.5% |
| Columbia ETF Tr I | $12.42M | 1.4% |
| Amazon.com Inc | $11.38M | 1.3% |
| Vanguard Index Fds | $11.23M | 1.3% |
| Advisors Inner Circle Fd III | $11.19M | 1.3% |
| Vanguard Bd Index Fds | $9.60M | 1.1% |
| JPMorgan Chase & Co | $9.36M | 1.1% |
| Select Sector SPDR Tr | $9.18M | 1.1% |
| Harbor ETF Trust | $8.78M | 1.0% |
| Dimensional ETF Trust | $8.64M | 1.0% |
| Walmart Inc. | $8.24M | 1.0% |
| Dimensional ETF Trust | $8.19M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.