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

CompanyClassValueShares% of portfolio
iShares Trโ€”$37.57M419,9734.4%
Microsoft Corpโ€”$30.81M63,7153.6%
NVIDIA Corpโ€”$28.89M154,9033.4%
Apple Inc.โ€”$27.70M101,9073.2%
iShares Incโ€”$26.85M399,3783.1%
SPDR Series Trustโ€”$21.58M269,0022.5%
Alphabet Inc.โ€”$18.50M59,1152.2%
Vanguard Index Fdsโ€”$18.05M37,0072.1%
Harbor ETF Trustโ€”$16.87M688,4002.0%
Visa Incโ€”$16.62M47,3911.9%
Warren E. Buffettโ€”$15.95M31,7251.9%
Schwab Strategic Trโ€”$14.74M451,8761.7%
Broadcom Inc.โ€”$13.76M39,7691.6%
Schwab Strategic Trโ€”$13.17M483,8491.5%
Columbia ETF Tr Iโ€”$12.42M304,2221.4%
Amazon.com Incโ€”$11.38M49,3141.3%
Vanguard Index Fdsโ€”$11.23M43,5351.3%
Advisors Inner Circle Fd IIIโ€”$11.19M290,5831.3%
Vanguard Bd Index Fdsโ€”$9.60M129,5931.1%
JPMorgan Chase & Coโ€”$9.36M29,0331.1%
Select Sector SPDR Trโ€”$9.18M167,5461.1%
Harbor ETF Trustโ€”$8.78M282,3791.0%
Dimensional ETF Trustโ€”$8.64M227,1801.0%
Walmart Inc.โ€”$8.24M73,9901.0%
Dimensional ETF Trustโ€”$8.19M151,3951.0%

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.