Archvest Wealth Advisors

Archvest Wealth Advisors as of June 30, 2025

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 59 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 11.0 $13M 365k 34.57
Ishares Tr Core S&p 500 Etf (IVV) 9.3 $11M 17k 620.91
Vanguard Index Fds Real Estate Etf (VNQ) 7.3 $8.4M 95k 89.06
Ishares Tr Msci Intl Moment (IMTM) 6.9 $7.9M 172k 45.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.7 $7.7M 114k 67.22
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 5.7 $6.5M 54k 121.38
Apple (AAPL) 4.3 $5.0M 24k 205.17
Ishares Tr Aggres Alloc Etf (AOA) 3.8 $4.3M 52k 83.40
Ishares Tr Msci Usa Mmentm (MTUM) 3.6 $4.1M 17k 240.32
Ishares Tr Conser Alloc Etf (AOK) 3.5 $4.0M 103k 39.07
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 2.9 $3.3M 59k 57.01
Vanguard Index Fds Value Etf (VTV) 2.8 $3.2M 18k 176.74
Amazon (AMZN) 1.9 $2.2M 10k 219.39
Microsoft Corporation (MSFT) 1.9 $2.2M 4.4k 497.42
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.8M 18k 99.20
Eli Lilly & Co. (LLY) 1.5 $1.7M 2.2k 779.62
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.4 $1.7M 31k 53.29
Ishares Tr Tips Bd Etf (TIP) 1.4 $1.6M 15k 110.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $1.5M 18k 82.92
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $1.5M 56k 26.68
NVIDIA Corporation (NVDA) 1.3 $1.5M 9.4k 157.99
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.5M 4.8k 303.93
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 1.2 $1.3M 33k 40.02
International Business Machines (IBM) 1.0 $1.2M 4.1k 294.75
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.1M 12k 89.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $990k 1.8k 551.61
Dimensional Etf Trust International Val Fd (DFIV) 0.8 $943k 22k 42.83
Exxon Mobil Corporation (XOM) 0.8 $921k 1.2k 738.18
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $914k 9.1k 100.15
Alphabet Inc Cap Stk CL C (GOOG) 0.7 $812k 4.6k 177.38
American Financial (AFG) 0.7 $799k 6.3k 126.21
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.6 $716k 29k 24.54
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 0.6 $687k 12k 58.59
Alphabet Cap Stk Cl A (GOOGL) 0.6 $659k 3.7k 176.23
Marsh & Mclennan Cos Inc 0.5 $621k 2.8k 218.64
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $573k 14k 42.26
Vanguard Bd Index Fds Total Bd Mrkt (BND) 0.5 $526k 7.1k 73.63
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.4 $503k 10k 50.45
Costco Wholesale Corporation (COST) 0.4 $503k 508.00 990.07
Ishares Tr Msci Usa Value (VLUE) 0.4 $493k 4.4k 113.21
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $493k 3.1k 157.74
Home Depot (HD) 0.4 $426k 1.2k 366.58
General Electric Com New (GE) 0.4 $412k 1.6k 257.40
Vanguard Index Fds Large Cap Etf (VV) 0.4 $407k 1.4k 285.24
Chevron Corporation (CVX) 0.3 $390k 2.7k 143.20
Vaneck Semiconductor Etf Etf (SMH) 0.3 $336k 1.2k 278.80
Goldman Sachs (GS) 0.3 $304k 429.00 708.38
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $261k 5.3k 49.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $259k 534.00 485.77
Ishares Tr Modert Alloc Etf (AOM) 0.2 $259k 5.6k 46.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $255k 3.7k 69.09
Vanguard Index Fds Value Etf (VIG) 0.2 $254k 1.2k 204.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $252k 3.5k 72.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $238k 1.3k 181.74
JPMorgan Chase & Co. (JPM) 0.2 $235k 812.00 289.76
salesforce (CRM) 0.2 $228k 835.00 272.69
Starbucks Corporation (SBUX) 0.2 $218k 2.4k 91.65
Ge Vernova (GEV) 0.2 $210k 397.00 529.22
Schwab Strategic Tr Us Broad Mkt Etf (SCHB) 0.2 $203k 8.5k 23.83