Archvest Wealth Advisors
Latest statistics and disclosures from Archvest Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDTF, DFAI, IVV, VNQ, IMTM, and represent 53.73% of Archvest Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: TDTF (+$39M), NVDA, IVV, MSFT, GBIL, VEA, VNQ, BRK.B, VIG, AMAT.
- Started 9 new stock positions in AMGN, TDTF, VOO, SBUX, ABBV, XOM, AMAT, VIG, BRK.B.
- Reduced shares in these 10 stocks: AGG, , BND, GSLC, CALI, DFCF, AAPL, SCHB, , AOA.
- Sold out of its positions in CALI, DFCF, Spdr S&p 500 Etf Tr option, SCHB, TSLA, BND.
- Archvest Wealth Advisors was a net buyer of stock by $41M.
- Archvest Wealth Advisors has $157M in assets under management (AUM), dropping by 38.84%.
- Central Index Key (CIK): 0001910174
Tip: Access up to 7 years of quarterly data
Positions held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Archvest Wealth Advisors
Archvest Wealth Advisors holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Flexshares Tr Iboxx 5 Yr Trgt (TDTF) | 25.1 | $39M | NEW | 1.6M | 23.96 |
|
| Dimesional Etf Trust Intl Core Eqt Mk (DFAI) | 9.2 | $14M | 378k | 38.11 |
|
|
| Ishares Tr Core S&p 500 Etf (IVV) | 8.1 | $13M | +3% | 19k | 684.93 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.9 | $9.2M | +3% | 104k | 88.49 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 5.5 | $8.6M | 178k | 47.97 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.0 | $7.8M | 107k | 73.56 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 3.7 | $5.8M | -8% | 44k | 132.37 |
|
| Apple (AAPL) | 3.4 | $5.4M | -5% | 20k | 271.85 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.9 | $4.6M | +3% | 19k | 250.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.4 | $3.8M | +3% | 20k | 190.99 |
|
| Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) | 2.3 | $3.5M | +10% | 57k | 62.47 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $2.4M | +2% | 2.3k | 1074.59 |
|
| Amazon (AMZN) | 1.5 | $2.3M | 10k | 230.82 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $2.2M | +20% | 4.6k | 483.63 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $2.1M | +31% | 11k | 186.49 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.2 | $1.9M | +9% | 35k | 53.88 |
|
| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $1.9M | +11% | 17k | 109.91 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $1.8M | +9% | 21k | 83.75 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.1 | $1.7M | +10% | 63k | 26.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.6M | +4% | 4.9k | 335.25 |
|
| Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) | 1.0 | $1.5M | +2% | 34k | 45.21 |
|
| Alphabet Inc Cap Stk CL C (GOOG) | 0.9 | $1.5M | +3% | 4.6k | 313.77 |
|
| International Business Machines (IBM) | 0.8 | $1.2M | 4.1k | 296.19 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.2M | +4% | 3.8k | 313.01 |
|
| Dimensional Etf Trust International Val Fd (DFIV) | 0.7 | $1.1M | 23k | 49.90 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.1M | +12% | 1.9k | 614.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $1.0M | 11k | 96.03 |
|
|
| American Financial (AFG) | 0.6 | $923k | +6% | 6.8k | 136.68 |
|
| Meta Platforms Cla (META) | 0.6 | $891k | +8% | 1.4k | 660.28 |
|
| Dimensional Etf Trust Dimensional Us (DXUV) | 0.5 | $753k | +4% | 13k | 59.78 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $737k | +88% | 7.4k | 99.94 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $601k | 4.4k | 136.72 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $594k | +4% | 3.3k | 181.22 |
|
| Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) | 0.4 | $572k | +3% | 12k | 47.56 |
|
| Marsh & Mclennan Cos Inc | 0.3 | $504k | -4% | 2.7k | 185.52 |
|
| General Electric Com New (GE) | 0.3 | $497k | +2% | 1.6k | 308.02 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $459k | 532.00 | 862.64 |
|
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.3 | $444k | -4% | 11k | 40.13 |
|
| Broadcom (AVGO) | 0.3 | $442k | +89% | 1.3k | 346.17 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $441k | -2% | 1.4k | 314.84 |
|
| Chevron Corporation (CVX) | 0.3 | $422k | +18% | 2.8k | 152.42 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.3 | $414k | -4% | 1.1k | 360.04 |
|
| Home Depot (HD) | 0.3 | $407k | +57% | 1.2k | 344.12 |
|
| Goldman Sachs (GS) | 0.2 | $379k | +51% | 432.00 | 878.12 |
|
| Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) | 0.2 | $368k | +43% | 6.8k | 53.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $355k | -75% | 3.6k | 99.89 |
|
| Ge Vernova (GEV) | 0.2 | $326k | 498.00 | 653.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $286k | +6% | 888.00 | 322.35 |
|
| Caterpillar (CAT) | 0.2 | $286k | +5% | 500.00 | 572.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $281k | NEW | 559.00 | 502.65 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $279k | -21% | 3.1k | 89.56 |
|
| Johnson & Johnson (JNJ) | 0.2 | $274k | 1.3k | 206.90 |
|
|
| Vanguard Index Fds Value Etf (VIG) | 0.2 | $273k | NEW | 1.2k | 219.78 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $258k | -4% | 3.4k | 75.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $253k | 1.3k | 191.56 |
|
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $252k | 9.3k | 27.21 |
|
|
| Quantumscape Corp (QS) | 0.2 | $245k | 24k | 10.42 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $240k | 4.9k | 49.46 |
|
|
| salesforce (CRM) | 0.1 | $223k | -5% | 842.00 | 264.91 |
|
| Applied Materials (AMAT) | 0.1 | $219k | NEW | 852.00 | 257.14 |
|
| Amgen (AMGN) | 0.1 | $216k | NEW | 661.00 | 327.07 |
|
| Abbvie (ABBV) | 0.1 | $216k | NEW | 946.00 | 228.41 |
|
| Starbucks Corporation (SBUX) | 0.1 | $211k | NEW | 2.5k | 84.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $208k | NEW | 331.00 | 628.08 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $205k | NEW | 1.7k | 120.37 |
|
Past Filings by Archvest Wealth Advisors
SEC 13F filings are viewable for Archvest Wealth Advisors going back to 2021
- Archvest Wealth Advisors 2025 Q4 restated filed Feb. 13, 2026
- Archvest Wealth Advisors 2025 Q4 filed Feb. 10, 2026
- Archvest Wealth Advisors 2025 Q3 filed Oct. 29, 2025
- Archvest Wealth Advisors 2025 Q2 filed Aug. 12, 2025
- Archvest Wealth Advisors 2025 Q1 filed May 2, 2025
- Archvest Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Archvest Wealth Advisors 2024 Q3 filed Nov. 4, 2024
- Archvest Wealth Advisors 2024 Q2 filed Aug. 12, 2024
- Archvest Wealth Advisors 2024 Q1 filed April 29, 2024
- Archvest Wealth Advisors 2023 Q4 filed Jan. 16, 2024
- Archvest Wealth Advisors 2023 Q3 amended filed Nov. 7, 2023
- Archvest Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Archvest Wealth Advisors 2023 Q2 filed July 17, 2023
- Archvest Wealth Advisors 2023 Q1 filed May 2, 2023
- Archvest Wealth Advisors 2022 Q4 filed Feb. 3, 2023
- Archvest Wealth Advisors 2022 Q3 filed Nov. 9, 2022