1y return+17.6%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
5y return+41.0%S&P 500 +74.5%
10y return+140.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $241 against $357 in the S&P 500.2
Archford Capital Strategies, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IEMGIshares Inc | $47.6M | 4.8% | +4.9% |
| IEFAIshares Tr | $44.7M | 4.5% | +7.1% |
| SPYMSpdr Series Trust | $31.5M | 3.2% | +114.1% |
| NVDANvidia Corporation | $31.4M | 3.2% | −3.9% |
| AAPLApple Inc | $30.5M | 3.1% | |
| MSFTMicrosoft Corp | $25.4M | 2.6% | +2.4% |
| GOOGLAlphabet Inc | $20.2M | 2.0% | −4.1% |
| VVisa Inc | $17.8M | 1.8% | +10.3% |
| VUGVanguard Index Fds | $17.4M | 1.8% | −1.8% |
| AVGOBroadcom Inc | $16.7M | 1.7% | +8.1% |
| INFOHarbor Etf Trust | $16.6M | 1.7% | +1.1% |
| BRK/BBerkshire Hathaway Inc Del | $15.7M | 1.6% | |
| FNDXSchwab Strategic Tr | $12.9M | 1.3% | +2.1% |
| SCHGSchwab Strategic Tr | $12.7M | 1.3% | |
| MUMicron Technology Inc | $12.5M | 1.3% | −17.0% |
| WINNHarbor Etf Trust | $12.2M | 1.2% | +1.6% |
| SAMTAdvisors Inner Circle Fd III | $12.0M | 1.2% | |
| AMZNAmazon Com Inc | $11.5M | 1.2% | |
| HELOJ P Morgan Exchange Traded F | $10.7M | 1.1% | +9.0% |
| DFGPDimensional Etf Trust | $10.4M | 1.1% | +3.9% |
| TSMTaiwan Semiconductor Manufac | $10.4M | 1.0% | −3.8% |
| JNJJohnson & Johnson | $10.3M | 1.0% | +50.6% |
| VGITVanguard Scottsdale Fds | $9.1M | 0.9% | +1.7% |
| DFAEDimensional Etf Trust | $9.0M | 0.9% | |
| LRCXLam Research Corp | $8.9M | 0.9% | +16.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $31.4M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $16.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2022 | +484.2% | $10.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $20.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $7.1M |
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $8.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $7.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.5M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $15.7M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $17.4M |
Sold off last quarter
- SPLVInvesco Exch Traded Fd Tr II was $8.5M
- Exxon Mobil CorpCUSIP 30231G102 was $3.5M
- GSKGsk PLC was $1.7M
- Honeywell Intl IncCUSIP 438516106 was $1.6M
- MNSTMonster Beverage Corp New was $855K
- CAHCardinal Health Inc was $611K
- NYTNew York Times Co Mtn Be was $602K
- Carnival PLCCUSIP 14365C103 was $576K
- MTArcelormittal Sa Luxembourg was $266K
- HALOHalozyme Therapeutics Inc was $241K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.5% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +3.8% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Archford Capital Strategies, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1606609&type=13F-HR&dateb=&owner=include&count=40CIK 1606609
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1606609/000160660926000003/Filed July 17, 2026 · accession 0001606609-26-000003