Long-term investor
Archford Capital Strategies, LLC @archfordcapitalstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001606609).
Record
- Tracked since 2025-06-30 (441 days), 175 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +16.3% · all +16.3%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEMG · 4.8% · long · since 2025-06-30
- IEFA · 4.5% · long · since 2025-06-30
- SPYM · 3.2% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- V · 1.8% · long · since 2025-06-30
- VUG · 1.8% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- INFO · 1.7% · long · since 2025-06-30
- BRK-B · 1.6% · long · since 2025-06-30