Archford Capital Strategies, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 17, 2026, Archford Capital Strategies, Llc disclosed 334 stock positions valued at approximately $987.49M as of quarter-end June 30, 2026. The largest holdings include ISHARES INC, ISHARES TR, and SPDR SERIES TRUST.

Report Period
June 30, 2026
No. of Stocks
334
Portfolio Value
$987.49M
Holdings by Sector
Archford Capital Strategies, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES INCIEMGOther4.82%575,012+27,072+4.94%$47,633,964
ISHARES TRIEFAOther4.52%462,639+30,656+7.10%$44,681,685
SPDR SERIES TRUSTSPLGOther3.19%358,112+190,819+114.06%$31,470,850
NVIDIA CORPORATIONNVDATechnology3.18%156,732-6,334-3.88%$31,360,556
APPLE INCAAPLTechnology3.08%105,245+659+0.63%$30,453,789
MICROSOFT CORPMSFTTechnology2.57%68,089+1,566+2.35%$25,398,390
ALPHABET INCGOOGLCommunication Services2.05%56,589-2,426-4.11%$20,223,207
VISA INCVFinancial Services1.80%51,737+4,852+10.35%$17,750,295
VANGUARD INDEX FDSVUGOther1.76%201,727+167,494+489.28%$17,376,802
BROADCOM INCAVGOTechnology1.69%44,304+3,332+8.13%$16,735,836
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.59%31,372-84-0.27%$15,698,235
SCHWAB STRATEGIC TRFNDXOther1.31%416,168+8,705+2.14%$12,942,833
SCHWAB STRATEGIC TRSCHGOther1.29%375,554+2,949+0.79%$12,708,734
MICRON TECHNOLOGY INCMUTechnology1.27%10,837-2,217-16.98%$12,509,058
HARBOR ETF TRUSTWINNOther1.23%374,455+5,818+1.58%$12,158,538
ADVISORS INNER CIRCLE FD IIISAMTOther1.22%251,799+1,729+0.69%$12,019,625
AMAZON COM INCAMZNConsumer Cyclical1.17%48,325-51-0.11%$11,517,661
J P MORGAN EXCHANGE TRADED FHELOOther1.08%157,859+13,009+8.98%$10,668,080
DIMENSIONAL ETF TRUSTDFGPOther1.06%191,581+7,194+3.90%$10,433,521
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.05%21,690-857-3.80%$10,358,687
JOHNSON & JOHNSONJNJHealthcare1.05%40,636+13,660+50.64%$10,320,327
VANGUARD SCOTTSDALE FDSVGITOther0.92%153,666+2,629+1.74%$9,063,238
DIMENSIONAL ETF TRUSTDFAEOther0.91%223,904+1,543+0.69%$9,003,195
LAM RESEARCH CORPLRCXOther0.90%20,606+2,895+16.35%$8,929,198
DIMENSIONAL ETF TRUSTDUHPOther0.90%213,883+3,893+1.85%$8,925,336
VANGUARD BD INDEX FDSBNDOther0.90%121,299+2,076+1.74%$8,904,591
CISCO SYS INCCSCOTechnology0.86%72,260-4,742-6.16%$8,487,603
VANGUARD INDEX FDSVBOther0.85%27,652+2,743+11.01%$8,381,726
HARBOR ETF TRUSTOSEAOther0.83%268,505+6,074+2.31%$8,200,136
DIMENSIONAL ETF TRUSTDCOROther0.82%99,273+1,436+1.47%$8,138,373
Showing 30 of 334 holdings in the latest reporting period.
Archford Capital Strategies, Llc Portfolio Stock Holdings | InsiderSet