Universe · entity
Archford Capital Strategies, LLC
Institutional manager (13F) · CIK 1606609
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $550M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $39M | 431,983 |
| 2 | ISHARES INC | $38M | 547,940 |
| 3 | NVIDIA CORPORATION | $28M | 163,066 |
| 4 | APPLE INC | $27M | 104,586 |
| 5 | MICROSOFT CORP | $25M | 66,523 |
| 6 | ALPHABET INC | $17M | 59,015 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $15M | 31,456 |
| 8 | VANGUARD INDEX FDS | $15M | 34,233 |
| 9 | VISA INC | $14M | 46,885 |
| 10 | HARBOR ETF TRUST | $14M | 602,670 |
| 11 | ISHARES TR | $13M | 155,651 |
| 12 | SPDR SERIES TRUST | $13M | 167,293 |
| 13 | BROADCOM INC | $13M | 40,972 |
| 14 | SCHWAB STRATEGIC TR | $11M | 407,463 |
| 15 | SCHWAB STRATEGIC TR | $11M | 372,605 |
| 16 | HARBOR ETF TRUST | $10M | 368,637 |
| 17 | AMAZON COM INC | $10M | 48,376 |
| 18 | DIMENSIONAL ETF TRUST | $10M | 184,387 |
| 19 | ADVISORS INNER CIRCLE FD III | $10M | 250,070 |
| 20 | J P MORGAN EXCHANGE TRADED F | $9M | 144,850 |
| 21 | VANGUARD SCOTTSDALE FDS | $9M | 151,037 |
| 22 | VANGUARD BD INDEX FDS | $9M | 119,223 |
| 23 | INVESCO EXCH TRADED FD TR II | $9M | 116,865 |
| 24 | JPMORGAN CHASE & CO | $8M | 28,094 |
| 25 | NOVARTIS AG | $8M | 50,600 |
| 26 | WORLD GOLD TR | $8M | 83,382 |
| 27 | DIMENSIONAL ETF TRUST | $8M | 209,990 |
| 28 | TAIWAN SEMICONDUCTOR MANUFAC | $8M | 22,547 |
| 29 | J P MORGAN EXCHANGE TRADED F | $8M | 150,277 |
| 30 | HARBOR ETF TRUST | $8M | 262,431 |
| 31 | DIMENSIONAL ETF TRUST | $8M | 222,361 |
| 32 | WALMART INC | $7M | 59,321 |
| 33 | SHELL PLC | $7M | 79,162 |
| 34 | DIMENSIONAL ETF TRUST | $7M | 97,837 |
| 35 | MASTERCARD INCORPORATED | $7M | 14,037 |
| 36 | DIMENSIONAL ETF TRUST | $7M | 178,167 |
| 37 | ISHARES TR | $7M | 71,414 |
| 38 | HARBOR ETF TRUST | $7M | 168,994 |
| 39 | ISHARES TR | $7M | 130,410 |
| 40 | HARBOR ETF TRUST | $7M | 162,513 |
| 41 | JOHNSON & JOHNSON | $7M | 26,976 |
| 42 | VANGUARD INDEX FDS | $7M | 24,909 |
| 43 | HARBOR ETF TRUST | $6M | 195,608 |
| 44 | CISCO SYS INC | $6M | 77,002 |
| 45 | ALPHABET INC | $6M | 20,090 |
| 46 | VANGUARD SCOTTSDALE FDS | $6M | 97,445 |
| 47 | J P MORGAN EXCHANGE TRADED F | $6M | 90,777 |
| 48 | ALTRIA GROUP INC | $5M | 79,239 |
| 49 | DIMENSIONAL ETF TRUST | $5M | 142,835 |
| 50 | SELECT SECTOR SPDR TR | $5M | 102,654 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.