Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1606609) reported $873.4M across 338 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($39.1M, 4.48%), IEMG ($38.2M, 4.38%), NVDA ($28.4M, 3.26%), AAPL ($26.5M, 3.04%), MSFT ($24.6M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $39.1M | 4.48% | 431,983 | Added |
| 2 | IEMG | ISHARES INC | $38.2M | 4.38% | 547,940 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $28.4M | 3.26% | 163,066 | Added |
| 4 | AAPL | APPLE INC | $26.5M | 3.04% | 104,586 | Added |
| 5 | MSFT | MICROSOFT CORP | $24.6M | 2.82% | 66,523 | Added |
| 6 | GOOGL | ALPHABET INC | $17.0M | 1.94% | 59,015 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.1M | 1.73% | 31,456 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $15.0M | 1.71% | 34,233 | Trimmed |
| 9 | V | VISA INC | $14.2M | 1.62% | 46,885 | Trimmed |
| 10 | INFO | HARBOR ETF TRUST | $14.2M | 1.62% | 602,670 | Trimmed |
| 11 | SPLG | SPDR SERIES TRUST | $12.8M | 1.47% | 167,293 | Trimmed |
| 12 | SHY | ISHARES TR | $12.9M | 1.47% | 155,651 | Added |
| 13 | AVGO | BROADCOM INC | $12.7M | 1.45% | 40,972 | Added |
| 14 | FNDX | SCHWAB STRATEGIC TR | $11.3M | 1.30% | 407,463 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $10.9M | 1.24% | 372,605 | Trimmed |
| 16 | WINN | HARBOR ETF TRUST | $10.2M | 1.17% | 368,637 | Added |
| 17 | AMZN | AMAZON COM INC | $10.1M | 1.15% | 48,376 | Trimmed |
| 18 | DFGP | DIMENSIONAL ETF TRUST | $10.0M | 1.14% | 184,387 | Added |
| 19 | SAMT | ADVISORS INNER CIRCLE FD III | $9.8M | 1.12% | 250,070 | Trimmed |
| 20 | HELO | J P MORGAN EXCHANGE TRADED F | $9.3M | 1.06% | 144,850 | Added |
| 21 | VGIT | VANGUARD SCOTTSDALE FDS | $9.0M | 1.03% | 151,037 | Added |
| 22 | BND | VANGUARD BD INDEX FDS | $8.8M | 1.01% | 119,223 | Trimmed |
| 23 | SPLV | INVESCO EXCH TRADED FD TR II | $8.5M | 0.98% | 116,865 | New |
| 24 | JPM | JPMORGAN CHASE & CO | $8.3M | 0.95% | 28,094 | Trimmed |
| 25 | GLDM | WORLD GOLD TR | $7.7M | 0.88% | 83,382 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31