Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 55.14% of Archvest Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VNQ, SCHG, SCHV, AVGO, IVV, DFAI, GLD, MSFT, IMTM, SPTI.
Started 13 new stock positions in SPTI, VGK, VGIT, DBC, SCHV, JPIE, SCHG, GLD, VMBS, WMT. IJR, VCSH, VPL.
Reduced shares in these 10 stocks: LLY, VEU, GSLC, TDTF, EFA, AGG, FNDF, AAPL, , AMGN.
Sold out of its positions in AMGN, XOM, AGG, CRM.
Archvest Wealth Advisors was a net buyer of stock by $2.3M.
Archvest Wealth Advisors has $155M in assets under management (AUM), dropping by -1.10%.
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 74 positions in its portfolio as reported in the March 2026 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		1.6M	24.11	View chart
Dimesional Etf Trust Intl Core Eqt Mk (DFAI)	9.8	$15M	+3%	390k	38.96	View chart
Ishares Tr Core S&p 500 Etf (IVV)	8.1	$13M	+3%	19k	653.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.3	$9.8M	+6%	111k	88.70	View chart
Ishares Tr Msci Intl Moment (IMTM)	5.7	$8.9M	+3%	185k	48.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	4.7	$7.4M	-8%	98k	75.10	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.1	$4.9M	-11%	39k	125.13	View chart
Apple (AAPL)	3.1	$4.8M	-4%	19k	253.79	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.0	$4.7M	+5%	19k	239.98	View chart
Vanguard Index Fds Value Etf (VTV)	2.5	$3.9M		20k	196.20	View chart
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)	2.4	$3.7M		57k	64.08	View chart
NVIDIA Corporation (NVDA)	1.4	$2.2M	+13%	13k	174.40	View chart
Microsoft Corporation (MSFT)	1.4	$2.1M	+25%	5.7k	370.19	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$1.9M		17k	110.36	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.2	$1.9M		35k	53.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$1.9M	+4%	22k	82.75	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$1.7M		63k	26.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.5M	-4%	4.7k	320.82	View chart
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF)	0.9	$1.3M	-18%	27k	48.93	View chart
Eli Lilly & Co. (LLY)	0.8	$1.3M	-38%	1.4k	919.82	View chart
Alphabet Inc Cap Stk CL C (GOOG)	0.8	$1.2M	-6%	4.3k	286.84	View chart
Dimensional Etf Trust International Val Fd (DFIV)	0.8	$1.2M		23k	52.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.1M	+3%	4.0k	287.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M	+3%	1.9k	577.06	View chart
American Financial (AFG)	0.6	$927k	+7%	7.3k	127.71	View chart
International Business Machines (IBM)	0.6	$916k	-7%	3.8k	242.36	View chart
Broadcom (AVGO)	0.6	$883k	+123%	2.9k	309.47	View chart
Meta Platforms Cla (META)	0.6	$859k	+11%	1.5k	572.22	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.5	$779k	+4%	13k	59.35	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$600k	-3%	3.2k	189.59	View chart
Costco Wholesale Corporation (COST)	0.4	$559k	+5%	561.00	996.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$543k	NEW	19k	29.13	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$541k	-13%	3.8k	142.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$533k	-48%	5.5k	97.13	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$530k	-28%	5.3k	100.19	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$526k	NEW	17k	30.50	View chart
General Electric Com New (GE)	0.3	$510k	+11%	1.8k	283.75	View chart
Marsh & Mclennan Cos Inc (MRSH)	0.3	$506k	+7%	2.9k	173.45	View chart
Ge Vernova (GEV)	0.3	$488k	+12%	559.00	873.06	View chart
Chevron Corporation (CVX)	0.3	$464k	-18%	2.2k	206.88	View chart
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB)	0.3	$448k		12k	36.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$433k	NEW	1.0k	430.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$421k	-4%	1.1k	383.29	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.3	$421k	+13%	7.8k	54.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$419k		1.4k	298.96	View chart
Home Depot (HD)	0.3	$395k		1.2k	328.97	View chart
Applied Materials (AMAT)	0.3	$393k	+34%	1.1k	341.82	View chart
Goldman Sachs (GS)	0.2	$362k		428.00	845.64	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.2	$312k	-29%	7.8k	39.89	View chart
Spdr Series Trust State Street Spp (SPTI)	0.2	$311k	NEW	11k	28.66	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$289k	NEW	3.5k	82.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$285k	+6%	595.00	479.20	View chart
Caterpillar (CAT)	0.2	$276k	-22%	390.00	707.72	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$272k	NEW	9.4k	28.95	View chart
Vanguard Index Fds Value Etf (VIG)	0.2	$267k		1.2k	215.06	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$267k	NEW	5.8k	46.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$263k		3.4k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$260k	+31%	435.00	597.04	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$259k		9.3k	27.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$253k		1.3k	191.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$249k	+2%	5.0k	49.95	View chart
JPMorgan Chase & Co. (JPM)	0.2	$244k	-6%	828.00	294.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$240k	NEW	3.0k	79.27	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$238k	-13%	2.7k	88.49	View chart
Vanguard Scottsdale Fds Mtg Bkd Secs Treas (VMBS)	0.1	$227k	NEW	4.8k	46.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$226k	NEW	3.8k	59.55	View chart
Starbucks Corporation (SBUX)	0.1	$224k		2.5k	89.60	View chart
Johnson & Johnson (JNJ)	0.1	$222k	-31%	908.00	244.35	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$211k	NEW	2.2k	97.73	View chart
Abbvie (ABBV)	0.1	$209k		963.00	217.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$204k	NEW	1.6k	124.31	View chart
Wal-Mart Stores (WMT)	0.1	$203k	NEW	1.6k	124.31	View chart
Amazon (AMZN)	0.1	$177k	-15%	8.5k	20.84	View chart
Quantumscape Corp (QS)	0.1	$150k		24k	6.38	View chart

Past Filings by Archvest Wealth Advisors

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

Archvest Wealth Advisors 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
Archvest Wealth Advisors 2022 Q4 filed Feb. 3, 2023

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z