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Archvest Wealth Advisors

Latest statistics and disclosures from Archvest Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAI, IVV, VNQ, IMTM, VEU, and represent 45.20% of Archvest Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: META, Spdr S&p 500 Etf Tr option, DXUV, VNQ, IVV, DFAI, QS, IMTM, JNJ, VTIP.
Started 9 new stock positions in JNJ, Spdr S&p 500 Etf Tr option, TSLA, QS, DXUV, CAT, AVGO, META, VTIP.
Reduced shares in these 10 stocks: AOA, AOK, , AAPL, GSLC, VEU, FNDX, GBIL, VEA, MSFT.
Sold out of its positions in BRK.B, XOM, SCZ, AOM, SBUX, VIG.
Archvest Wealth Advisors was a net seller of stock by $-9.0M.
Archvest Wealth Advisors has $113M in assets under management (AUM), dropping by -1.60%.
Central Index Key (CIK): 0001910174

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Positions held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 62 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional International Core Equity Market Etf Etf (DFAI)	12.2	$14M	+3%	377k	36.35	View chart
Ishares Core S&p 500 Etf Etf (IVV)	10.6	$12M	+4%	18k	669.28	View chart
Vanguard Real Estate Etf Etf (VNQ)	8.2	$9.2M	+6%	101k	91.42	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	7.5	$8.5M	+3%	178k	47.88	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	6.7	$7.6M	-6%	106k	71.37	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	5.5	$6.2M	-11%	48k	130.28	View chart
Apple Stock (AAPL)	4.7	$5.4M	-13%	21k	254.63	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	4.0	$4.6M	+4%	18k	256.45	View chart
Vanguard Value Etf Etf (VTV)	3.2	$3.6M	+5%	19k	186.49	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.7	$3.1M	-12%	51k	59.92	View chart
Amazon Stock (AMZN)	1.9	$2.2M		10k	219.57	View chart
Microsoft Corp Stock (MSFT)	1.7	$2.0M	-13%	3.8k	518.01	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	1.5	$1.7M	+3%	32k	54.09	View chart
Ishares Tips Bond Etf Etf (TIP)	1.5	$1.7M	+2%	15k	111.22	View chart
Eli Lilly & Co Stock (LLY)	1.5	$1.7M		2.2k	763.12	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	1.4	$1.6M	+5%	19k	84.11	View chart
Nvidia Corporation Stock (NVDA)	1.4	$1.6M	-8%	8.6k	186.58	View chart
Schwab Us Tips Etf Etf (SCHP)	1.4	$1.5M	+2%	57k	26.95	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.3	$1.5M	-3%	4.6k	328.15	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.3	$1.5M	-17%	15k	100.25	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	1.3	$1.4M		33k	42.96	View chart
International Business Machs Stock (IBM)	1.0	$1.1M		4.1k	282.16	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$1.1M	-2%	4.5k	243.55	View chart
Dimensional International Value Etf Etf (DFIV)	0.9	$1.1M	+3%	23k	46.12	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.9	$994k	-7%	1.7k	600.47	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.9	$991k	-10%	11k	93.37	View chart
American Finl Group Inc Ohio Stock (AFG)	0.8	$923k		6.3k	145.72	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$916k	NEW	1.2k	734.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$886k	-2%	3.6k	243.10	View chart
Spdr S&p 500 Etf Tr Put Put Option	0.6	$733k	NEW	1.1k	666.18	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.6	$726k		12k	62.22	View chart
Dimensional Us Vector Equity Etf Etf (DXUV)	0.6	$705k	NEW	12k	58.44	View chart
Marsh & Mclennan Cos Stock (MMC)	0.5	$573k		2.8k	201.53	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.5	$554k		3.1k	176.82	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.5	$547k		4.4k	125.06	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.5	$532k		7.2k	74.37	View chart
Ishares Short-term California Muni Active Etf Etf (CALI)	0.5	$510k		10k	50.67	View chart
Costco Whsl Corp Stock (COST)	0.4	$500k	+6%	540.00	925.92	View chart
Ge Aerospace Stock (GE)	0.4	$473k		1.6k	300.85	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.4	$463k	-88%	12k	40.16	View chart
Vanguard Large-cap Etf Etf (VV)	0.4	$440k		1.4k	307.88	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.4	$410k	-29%	9.6k	42.76	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$393k		1.2k	326.26	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	0.3	$392k	-57%	3.9k	100.23	View chart
Chevron Corp Stock (CVX)	0.3	$364k	-13%	2.3k	155.28	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.3	$347k	-92%	3.9k	88.14	View chart
Home Depot Stock (HD)	0.3	$304k	-35%	750.00	405.04	View chart
Ge Vernova Stock (GEV)	0.3	$301k	+23%	489.00	614.98	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.3	$290k	NEW	24k	12.32	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$263k	+2%	834.00	315.58	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$262k	-3%	3.6k	73.47	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$259k	-9%	4.8k	54.18	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$251k		1.3k	189.70	View chart
Johnson & Johnson Stock (JNJ)	0.2	$245k	NEW	1.3k	185.37	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$245k	NEW	4.8k	50.63	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.2	$243k	-68%	9.2k	26.30	View chart
Goldman Sachs Group Stock (GS)	0.2	$227k	-33%	285.00	795.33	View chart
Caterpillar Stock (CAT)	0.2	$227k	NEW	475.00	477.02	View chart
Broadcom Stock (AVGO)	0.2	$223k	NEW	675.00	329.96	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$220k		8.5k	25.71	View chart
Salesforce Stock (CRM)	0.2	$211k	+6%	892.00	237.00	View chart
Tesla Stock (TSLA)	0.2	$207k	NEW	466.00	444.72	View chart

Past Filings by Archvest Wealth Advisors

SEC 13F filings are viewable for Archvest Wealth Advisors going back to 2021

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
Archvest Wealth Advisors 2022 Q2 filed July 26, 2022
Archvest Wealth Advisors 2022 Q1 filed May 3, 2022

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