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JARED CALVERT

Archford Capital Strategies, Llc

Assets Managed
$987.486M
Holdings
359
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.06%(2Q avg: 7.43%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Archford Capital Strategies, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 359 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 987.486M in assets, with a quarterly growth rate of 13.06% and a 2-quarter average growth rate of 7.43%. The portfolio is managed by JARED CALVERT, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 4.95%
4.83%
$47.634M
575,012 shares@ $82.84 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.1%
4.53%
$44.682M
462,639 shares@ $96.59 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 114.07%
3.19%
$31.471M
358,112 shares@ $87.88 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.88%
3.18%
$31.361M
156,732 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.64%
3.09%
$30.454M
105,245 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.36%
2.58%
$25.398M
68,089 shares@ $373.02 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.11%
2.05%
$20.223M
56,589 shares@ $357.37 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 10.35%
1.8%
$17.75M
51,737 shares@ $343.09 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 489.28%
1.76%
$17.377M
201,727 shares@ $86.15 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 8.14%
1.7%
$16.736M
44,304 shares@ $377.75 avg price

1-10 of 359