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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 AGG, VEU, GSLC, VNQ, AAPL, and represent 54.79% of Archvest Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AGG, DFAI, IMTM, BND, VWOB, IVV, IBM, MTUM, GOOGL, CMF.
Started 17 new stock positions in HPI, BITB, SBUX, ABT, PFE, VZ, CMF, QLTY, T, PID. IMTM, GGN, SCZ, VXUS, DFAI, UBFO, PCG.
Reduced shares in these 10 stocks: VTIP, , BSV, VEU, GSLC, SUB, AAPL, , VEA, STIP.
Sold out of its positions in TDTF, FCEL, SUB, STPZ, BSV.
Archvest Wealth Advisors was a net seller of stock by $-1.9M.
Archvest Wealth Advisors has $157M in assets under management (AUM), dropping by 4.33%.
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 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	25.3	$40M	+13%	394k	101.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	14.6	$23M	-9%	366k	63.00	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	6.6	$10M	-6%	92k	112.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.5	$7.1M	+2%	73k	97.42	View chart
Apple (AAPL)	3.7	$5.8M	-4%	25k	233.00	View chart
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)	3.5	$5.6M	-3%	105k	52.81	View chart
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)	3.2	$5.1M	+11%	76k	66.37	View chart
Ishares Tr Core S&p 500 Etf (IVV)	3.1	$4.9M	+11%	8.4k	576.82	View chart
Ishares Tr Aggres Alloc Etf (AOA)	2.7	$4.2M		54k	78.91	View chart
Ishares Tr Conser Alloc Etf (AOK)	2.5	$4.0M		103k	38.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$3.8M	+7%	17k	220.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$2.1M	+24%	10k	202.75	View chart
Microsoft Corporation (MSFT)	1.2	$1.9M	+18%	4.3k	430.31	View chart
Eli Lilly & Co. (LLY)	1.2	$1.9M		2.1k	885.94	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.9M	+12%	11k	174.58	View chart
Vanguard Bd Index Fds Total Bd Mrkt (BND)	1.2	$1.8M	+69%	25k	75.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$1.6M	+4%	30k	53.72	View chart
Ishares Tr Tips Bd Etf (TIP)	1.0	$1.6M	+22%	14k	110.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$1.5M	+3%	18k	83.75	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$1.4M	+9%	26k	53.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.4M		4.9k	283.14	View chart
Dimesional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$1.4M	NEW	43k	31.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.3M	+41%	8.0k	165.85	View chart
Amazon (AMZN)	0.8	$1.3M	+2%	6.9k	186.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.8	$1.3M		7.5k	166.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.2M		15k	83.63	View chart
Vanguard Malvern Fds Strm Infopro Idx (VTIP)	0.7	$1.2M	-78%	24k	49.31	View chart
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF)	0.7	$1.1M		29k	37.37	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$1.1M	-7%	11k	100.29	View chart
International Business Machines (IBM)	0.6	$889k	+116%	4.0k	221.05	View chart
NVIDIA Corporation (NVDA)	0.6	$871k	+11%	7.2k	121.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$866k		14k	62.32	View chart
Exxon Mobil Corporation (XOM)	0.5	$855k	-18%	1.5k	572.38	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.5	$818k	NEW	20k	40.38	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$812k	-20%	8.0k	101.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$766k		1.6k	488.09	View chart
Dimensional Etf Trust International Val Fd (DFIV)	0.5	$727k	+11%	19k	38.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$698k		2.5k	284.00	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.4	$682k		9.5k	71.76	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.4	$660k		14k	47.85	View chart
Marsh & Mclennan Cos Inc (MMC)	0.4	$646k		2.9k	223.09	View chart
Alphabet Inc Cap Stk CL C (GOOG)	0.3	$531k	+3%	3.2k	167.22	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$470k		4.3k	109.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$457k		3.9k	116.97	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$382k	NEW	6.6k	58.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$379k	+2%	1.4k	263.26	View chart
Chevron Corporation (CVX)	0.2	$370k	+3%	2.5k	147.28	View chart
Costco Wholesale Corporation (COST)	0.2	$364k		410.00	886.52	View chart
Home Depot (HD)	0.2	$356k	-4%	879.00	405.29	View chart
Vanguard Index Fds Value Etf (VIG)	0.2	$347k	-14%	1.8k	198.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$279k	+22%	5.5k	51.12	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$268k		5.9k	45.11	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$265k	NEW	3.9k	67.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$255k		1.4k	179.16	View chart
General Electric Com New (GE)	0.2	$253k		1.3k	188.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$234k	-15%	610.00	383.93	View chart
Starbucks Corporation (SBUX)	0.1	$231k	NEW	2.4k	97.48	View chart
salesforce (CRM)	0.1	$229k		836.00	273.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$223k	-31%	422.00	527.83	View chart
Abbott Laboratories (ABT)	0.1	$205k	NEW	1.8k	114.01	View chart
Airbnb Com Cl A (ABNB)	0.1	$204k	-11%	1.6k	126.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$201k	NEW	3.1k	64.74	View chart
Pfizer (PFE)	0.1	$171k	NEW	5.9k	28.94	View chart
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB)	0.1	$161k	NEW	4.7k	34.59	View chart
Verizon Communications (VZ)	0.1	$156k	NEW	3.5k	44.91	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.1	$150k	NEW	4.6k	32.61	View chart
At&t (T)	0.1	$119k	NEW	5.4k	22.00	View chart
PG&E Corporation (PCG)	0.0	$77k	NEW	3.9k	19.77	View chart
Invesco Exchange Traded Fd T Intl Divd Ach I (PID)	0.0	$76k	NEW	3.8k	19.78	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$64k	NEW	3.4k	18.95	View chart
United Security Bancshares (UBFO)	0.0	$40k	NEW	4.6k	8.71	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$20k	NEW	4.6k	4.28	View chart
Meta Platforms Cl A (META)	0.0	$6.5k	+1030%	17k	0.38	View chart

Past Filings by Archvest Wealth Advisors

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

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
Archvest Wealth Advisors 2021 Q4 filed Feb. 14, 2022

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