Archford Capital Strategies, LLC

Est. AUM

$861.4M

13F long equity, this entity only

Positions

338

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$39.1M	431983	4.54%	SOLE
2	ISHARES INC	CORE MSCI EMKT	$38.2M	547940	4.44%	SOLE
3	NVIDIA CORPORATION	COM	$28.4M	163066	3.30%	SOLE
4	APPLE INC	COM	$26.5M	104586	3.08%	SOLE
5	MICROSOFT CORP	COM	$24.6M	66523	2.86%	SOLE
6	ALPHABET INC	CAP STK CL A	$17.0M	59015	1.97%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.1M	31456	1.75%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$15.0M	34233	1.74%	SOLE
9	VISA INC	COM CL A	$14.2M	46885	1.65%	SOLE
10	HARBOR ETF TRUST	PANAGORA DYNAMIC	$14.2M	602670	1.64%	SOLE
11	ISHARES TR	1 3 YR TREAS BD	$12.9M	155651	1.49%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$12.8M	167293	1.49%	SOLE
13	BROADCOM INC	COM	$12.7M	40972	1.47%	SOLE
14	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$11.3M	407463	1.32%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.9M	372605	1.26%	SOLE
16	HARBOR ETF TRUST	LONG TERM GROWER	$10.2M	368637	1.19%	SOLE
17	AMAZON COM INC	COM	$10.1M	48376	1.17%	SOLE
18	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$10.0M	184387	1.16%	SOLE
19	ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$9.8M	250070	1.14%	SOLE
20	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$9.3M	144850	1.07%	SOLE
21	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.0M	151037	1.04%	SOLE
22	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.8M	119223	1.02%	SOLE
23	JPMORGAN CHASE & CO	COM	$8.3M	28094	0.96%	SOLE
24	WORLD GOLD TR	SPDR GLD MINIS	$7.7M	83382	0.90%	SOLE
25	NOVARTIS AG	SPONSORED ADR	$7.7M	50600	0.90%	SOLE
26	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$7.7M	209990	0.90%	SOLE
27	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$7.6M	22547	0.88%	SOLE
28	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.6M	150277	0.88%	SOLE
29	HARBOR ETF TRUST	INTERNATNAL COMP	$7.6M	262431	0.88%	SOLE
30	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$7.5M	222361	0.87%	SOLE
31	WALMART INC	COM	$7.4M	59321	0.86%	SOLE
32	SHELL PLC	SPON ADS	$7.4M	79162	0.85%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$7.1M	97837	0.82%	SOLE
34	MASTERCARD INCORPORATED	CL A	$7.0M	14037	0.81%	SOLE
35	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$6.9M	178167	0.80%	SOLE
36	ISHARES TR	MBS ETF	$6.8M	71414	0.79%	SOLE
37	HARBOR ETF TRUST	HUMAN CAP LARGE	$6.7M	168994	0.78%	SOLE
38	ISHARES TR	USD INV GRDE ETF	$6.7M	130410	0.78%	SOLE
39	HARBOR ETF TRUST	DISCIPLINED BOND	$6.6M	162513	0.77%	SOLE
40	JOHNSON & JOHNSON	COM	$6.6M	26976	0.77%	SOLE
41	VANGUARD INDEX FDS	SMALL CP ETF	$6.5M	24909	0.76%	SOLE
42	HARBOR ETF TRUST	HARBOR COMMODITY	$6.1M	195608	0.70%	SOLE
43	CISCO SYS INC	COM	$6.0M	77002	0.69%	SOLE
44	ALPHABET INC	CAP STK CL C	$5.8M	20090	0.67%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$5.7M	97445	0.66%	SOLE
46	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$5.6M	90777	0.65%	SOLE
47	ALTRIA GROUP INC	COM	$5.2M	79239	0.61%	SOLE
48	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$5.1M	142835	0.59%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.1M	102654	0.59%	SOLE
50	ISHARES INC	MSCI JAPAN ETF	$4.5M	52963	0.52%	SOLE

1–50 of 338

1 / 7

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.