Institutional Fund
Archford Capital Strategies, LLC
Swansea, ILCIK 16066095 filings on record
Portfolio Value
$873.43M
Q1 2026
Holdings
341
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+1.8%
from $858.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.5%
- Ishares Inc4.4%
- Nvidia Corporation3.3%
- Apple Inc3.0%
- Microsoft Corp2.8%
- Alphabet Inc1.9%
- Other80.1%
Portfolio Holdings
341 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 432.0K | $39.11M | 4.5% | +12.0K | Added |
| 2 | Ishares Inc | 547.9K | $38.22M | 4.4% | +148.6K | Added |
| 3 | Nvidia Corporation | 163.1K | $28.44M | 3.3% | +8.2K | Added |
| 4 | Apple Inc | 104.6K | $26.54M | 3.0% | +2.7K | Added |
| 5 | Microsoft Corp | 66.5K | $24.62M | 2.8% | +2.8K | Added |
| 6 | Alphabet Inc | 59.0K | $16.97M | 1.9% | −100 | Reduced |
| 7 | Berkshire Hathaway Inc Del | 31.5K | $15.07M | 1.7% | −269 | Reduced |
| 8 | Vanguard Index Fds | 34.2K | $14.95M | 1.7% | −2.8K | Reduced |
| 9 | Visa Inc | 46.9K | $14.17M | 1.6% | −506 | Reduced |
| 10 | Harbor ETF Trust | 602.7K | $14.16M | 1.6% | −85.7K | Reduced |
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