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JARED CALVERT

Archford Capital Strategies, Llc

Assets Managed
$873.432M
Holdings
341
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
1.8%(2Q avg: 1.98%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Archford Capital Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 341 positions.

Assets under management

The assets under management (AUM) of Archford Capital Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 873.432M in assets, with a quarterly growth rate of 1.8% and a 2-quarter average growth rate of 1.98%. The portfolio is managed by JARED CALVERT, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.86%
4.48%
$39.107M
431,983 shares@ $90.53 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 37.2%
4.38%
$38.219M
547,940 shares@ $69.76 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.27%
3.26%
$28.439M
163,066 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.63%
3.04%
$26.543M
104,586 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.41%
2.82%
$24.625M
66,523 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.16%
1.95%
$16.97M
59,015 shares@ $287.56 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.84%
1.73%
$15.074M
31,456 shares@ $479.2 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -7.49%
1.72%
$14.953M
34,233 shares@ $436.8 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.06%
1.63%
$14.17M
46,885 shares@ $302.24 avg price
INFO
Harbor Panagora Dyc Lcc Etf
Recent Activity
Decreased -12.45%
1.63%
$14.157M
602,670 shares@ $23.5 avg price

1-10 of 341