Archvest Wealth Advisors
Latest statistics and disclosures from Archvest Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDTF, IVV, DFAI, VNQ, IMTM, and represent 53.24% of Archvest Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: TDTF, VNQ, IVV, AMD, NVDA, GLD, MU, GOOGL, AIQ, DTCR.
- Started 7 new stock positions in AMD, DTCR, TSLA, ORCL, AMGN, MU, AIQ.
- Reduced shares in these 10 stocks: GSLC, DFAI, VEU, VEA, IWN, SCHG, , VGK, , AOA.
- Sold out of its positions in IWN, AOA, SPTI, VPL, VGK, VCSH, VMBS, WMT.
- Archvest Wealth Advisors was a net buyer of stock by $2.6M.
- Archvest Wealth Advisors has $173M in assets under management (AUM), dropping by 11.51%.
- Central Index Key (CIK): 0001910174
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Portfolio Holdings for Archvest Wealth Advisors
Archvest Wealth Advisors holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Flexshares Tr Iboxx 5 Yr Trgt (TDTF) | 23.2 | $40M | +4% | 1.7M | 23.77 |
|
| Ishares Tr Core S&p 500 Etf (IVV) | 9.0 | $16M | +7% | 21k | 748.89 |
|
| Dimesional Etf Trust Intl Core Eqt Mk (DFAI) | 8.7 | $15M | -7% | 363k | 41.25 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 6.8 | $12M | +9% | 122k | 96.43 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 5.7 | $9.8M | 184k | 53.33 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.3 | $7.5M | -8% | 89k | 83.75 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.0 | $6.9M | +4% | 20k | 342.82 |
|
| Apple (AAPL) | 3.3 | $5.7M | +4% | 20k | 289.36 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.7 | $4.7M | +6% | 21k | 217.93 |
|
| Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) | 2.0 | $3.4M | -15% | 48k | 71.25 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $3.1M | +22% | 16k | 200.09 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.8 | $3.1M | -43% | 22k | 141.89 |
|
| Microsoft Corporation (MSFT) | 1.4 | $2.4M | +12% | 6.5k | 373.01 |
|
| Amazon (AMZN) | 1.3 | $2.2M | +10% | 9.4k | 238.34 |
|
| Ishares Tr Tips Bd Etf (TIP) | 1.3 | $2.2M | +16% | 20k | 109.43 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.1 | $2.0M | +17% | 74k | 26.50 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.1 | $1.9M | 35k | 53.17 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $1.8M | 22k | 82.65 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.8M | +25% | 4.9k | 357.41 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $1.8M | +5% | 1.5k | 1199.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.7M | 4.7k | 370.02 |
|
|
| Alphabet Inc Cap Stk CL C (GOOG) | 1.0 | $1.7M | +10% | 4.8k | 353.30 |
|
| Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) | 0.8 | $1.5M | 28k | 52.76 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.4M | 1.9k | 736.25 |
|
|
| Broadcom (AVGO) | 0.7 | $1.2M | +15% | 3.3k | 377.79 |
|
| Dimensional Etf Trust International Val Fd (DFIV) | 0.7 | $1.2M | 23k | 54.02 |
|
|
| International Business Machines (IBM) | 0.6 | $1.1M | +5% | 4.0k | 281.18 |
|
| Meta Platforms Cla (META) | 0.6 | $1.0M | +23% | 1.8k | 563.39 |
|
| American Financial (AFG) | 0.5 | $905k | -10% | 6.5k | 139.94 |
|
| Applied Materials (AMAT) | 0.5 | $891k | +7% | 1.2k | 722.77 |
|
| Dimensional Etf Trust Dimensional Us (DXUV) | 0.5 | $876k | 13k | 66.50 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $816k | +119% | 2.2k | 368.38 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $761k | 3.8k | 199.81 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $720k | 1.1k | 655.71 |
|
|
| Ge Vernova (GEV) | 0.4 | $670k | 570.00 | 1175.12 |
|
|
| General Electric Com New (GE) | 0.4 | $662k | 1.8k | 373.83 |
|
|
| Advanced Micro Devices (AMD) | 0.4 | $636k | NEW | 1.1k | 580.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $571k | 5.5k | 103.87 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $567k | +8% | 606.00 | 936.13 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.3 | $516k | +105% | 19k | 26.66 |
|
| Home Depot (HD) | 0.3 | $497k | +17% | 1.4k | 352.72 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $493k | -6% | 4.9k | 100.16 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $483k | 1.4k | 343.85 |
|
|
| Marsh & Mclennan Cos Inc (MRSH) | 0.3 | $451k | -7% | 2.7k | 166.67 |
|
| Goldman Sachs (GS) | 0.2 | $426k | 421.00 | 1010.84 |
|
|
| Micron Technology (MU) | 0.2 | $409k | NEW | 355.00 | 1153.02 |
|
| Chevron Corporation (CVX) | 0.2 | $408k | +9% | 2.5k | 165.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $390k | +30% | 779.00 | 500.39 |
|
| Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) | 0.2 | $389k | 12k | 31.86 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $376k | -37% | 11k | 34.81 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $373k | +40% | 8.1k | 46.05 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $370k | +36% | 1.1k | 327.42 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $344k | +15% | 501.00 | 686.40 |
|
| Global X Fds Articial Etf (AIQ) | 0.2 | $326k | NEW | 5.0k | 65.61 |
|
| Abbvie (ABBV) | 0.2 | $320k | +32% | 1.3k | 251.56 |
|
| Global X Fds Data Center Dig Etf (DTCR) | 0.2 | $316k | NEW | 10k | 30.37 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $313k | -50% | 9.3k | 33.84 |
|
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.2 | $306k | +5% | 9.8k | 31.10 |
|
| Tesla Motors (TSLA) | 0.2 | $298k | NEW | 709.00 | 420.60 |
|
| Caterpillar (CAT) | 0.2 | $288k | -30% | 270.00 | 1064.68 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $279k | 1.3k | 212.77 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $276k | -5% | 3.2k | 85.48 |
|
| Vanguard Index Fds Value Etf (VIG) | 0.2 | $276k | -6% | 1.2k | 236.62 |
|
| Starbucks Corporation (SBUX) | 0.2 | $268k | +4% | 2.6k | 102.20 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $265k | -18% | 6.4k | 41.48 |
|
| Johnson & Johnson (JNJ) | 0.2 | $260k | +12% | 1.0k | 253.97 |
|
| Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) | 0.2 | $260k | -44% | 4.4k | 59.69 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $251k | 5.0k | 50.23 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $244k | 1.6k | 148.31 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $224k | 3.8k | 58.98 |
|
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| Amgen (AMGN) | 0.1 | $209k | NEW | 576.00 | 362.05 |
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| Oracle Corporation (ORCL) | 0.1 | $204k | NEW | 1.4k | 146.52 |
|
| Quantumscape Corp (QS) | 0.1 | $178k | 24k | 7.56 |
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Past Filings by Archvest Wealth Advisors
SEC 13F filings are viewable for Archvest Wealth Advisors going back to 2021
- Archvest Wealth Advisors 2026 Q2 filed July 27, 2026
- Archvest Wealth Advisors 2026 Q1 filed May 13, 2026
- 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