Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Archford Capital Strategies, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Archford Capital Strategies, LLC (CIK 1606609) reported $987.5M across 359 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEMG ($47.6M, 4.82%), IEFA ($44.7M, 4.52%), SPLG ($31.5M, 3.19%), NVDA ($31.4M, 3.18%), AAPL ($30.5M, 3.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IEMGISHARES INC$47.6M4.82%575,012Added
2IEFAISHARES TR$44.7M4.52%462,639Added
3SPLGSPDR SERIES TRUST$31.5M3.19%358,112Added
4NVDANVIDIA CORPORATION$31.4M3.18%156,732Trimmed
5AAPLAPPLE INC$30.5M3.08%105,245Added
6MSFTMICROSOFT CORP$25.4M2.57%68,089Added
7GOOGLALPHABET INC$20.2M2.05%56,589Trimmed
8VVISA INC$17.8M1.80%51,737Added
9VUGVANGUARD INDEX FDS$17.4M1.76%201,727Added
10AVGOBROADCOM INC$16.7M1.69%44,304Added
11INFOHARBOR ETF TRUST$16.6M1.68%609,085Added
12BRK/BBERKSHIRE HATHAWAY INC DEL$15.7M1.59%31,372Trimmed
13FNDXSCHWAB STRATEGIC TR$12.9M1.31%416,168Added
14SCHGSCHWAB STRATEGIC TR$12.7M1.29%375,554Added
15MUMICRON TECHNOLOGY INC$12.5M1.27%10,837Trimmed
16WINNHARBOR ETF TRUST$12.2M1.23%374,455Added
17SAMTADVISORS INNER CIRCLE FD III$12.0M1.22%251,799Added
18AMZNAMAZON COM INC$11.5M1.17%48,325Trimmed
19HELOJ P MORGAN EXCHANGE TRADED F$10.7M1.08%157,859Added
20DFGPDIMENSIONAL ETF TRUST$10.4M1.06%191,581Added
21TSMTAIWAN SEMICONDUCTOR MANUFAC$10.4M1.05%21,690Trimmed
22JNJJOHNSON & JOHNSON$10.3M1.05%40,636Added
23VGITVANGUARD SCOTTSDALE FDS$9.1M0.92%153,666Added
24DFAEDIMENSIONAL ETF TRUST$9.0M0.91%223,904Added
25BNDVANGUARD BD INDEX FDS$8.9M0.90%121,299Added

Source: SEC Form 13F filings · as of 2026-06-30