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Archford Capital Strategies, Llc

Portfolio Manager
Archford Capital Strategies, LLC
Performance
-6.33% (2026 Q1)
AUM (13F)
$873.43M
# of Holdings
341
Performance Rank
Allocation (Top 20)
39.17%

Archford Capital Strategies, Llc Holdings Map

Top 50 Archford Capital Strategies, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
4.48%432.0K$39.1M
+2.86%(+12.01K)
2025-Q1: 375.3K shares2025-Q2: 377.0K shares2025-Q3: 427.0K shares2025-Q4: 420.0K shares2026-Q1: 432.0K shares
$68.24(+39.84%)
2026-03-31
IEMG
ISHARES INC
4.38%547.9K$38.2M
+37.20%(+148.56K)
2025-Q1: 189.1K shares2025-Q2: 238.1K shares2025-Q3: 368.3K shares2025-Q4: 399.4K shares2026-Q1: 547.9K shares
$61.26(+30.84%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.26%163.1K$28.4M
+5.27%(+8.16K)
2025-Q1: 144.2K shares2025-Q2: 154.3K shares2025-Q3: 154.1K shares2025-Q4: 154.9K shares2026-Q1: 163.1K shares
$84.48(+132.60%)
2026-03-31
AAPL
APPLE INC
3.04%104.6K$26.5M
+2.63%(+2.68K)
2025-Q1: 89.2K shares2025-Q2: 101.6K shares2025-Q3: 102.3K shares2025-Q4: 101.9K shares2026-Q1: 104.6K shares
$129.59(+119.30%)
2026-03-31
MSFT
MICROSOFT CORP
2.82%66.5K$24.6M
+4.41%(+2.81K)
2025-Q1: 56.7K shares2025-Q2: 61.9K shares2025-Q3: 62.8K shares2025-Q4: 63.7K shares2026-Q1: 66.5K shares
$229.61(+79.17%)
2026-03-31
GOOGL
ALPHABET INC
1.94%59.0K$17.0M
-0.17%(-100)
2025-Q1: 60.1K shares2025-Q2: 62.7K shares2025-Q3: 59.1K shares2025-Q4: 59.1K shares2026-Q1: 59.0K shares
$118.97(+226.50%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
1.73%31.5K$15.1M
-0.85%(-269)
2025-Q1: 13.5K shares2025-Q2: 35.6K shares2025-Q3: 31.8K shares2025-Q4: 31.7K shares2026-Q1: 31.5K shares
$422.25(+10.25%)
2026-03-31
VUG
VANGUARD INDEX FDS
1.71%34.2K$15.0M
-7.50%(-2.77K)
2025-Q1: 60.2K shares2025-Q2: 60.1K shares2025-Q3: 37.8K shares2025-Q4: 37.0K shares2026-Q1: 34.2K shares
$34.30(+145.82%)
2026-03-31
V
VISA INC
1.62%46.9K$14.2M
-1.07%(-506)
2025-Q1: 46.4K shares2025-Q2: 46.9K shares2025-Q3: 47.5K shares2025-Q4: 47.4K shares2026-Q1: 46.9K shares
$179.98(+78.92%)
2026-03-31
INFO
HARBOR ETF TRUST
1.62%602.7K$14.2M
-12.45%(-85.73K)
2025-Q1: 438.5K shares2025-Q2: 598.5K shares2025-Q3: 662.9K shares2025-Q4: 688.4K shares2026-Q1: 602.7K shares
$20.57(+27.33%)
2026-03-31

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