Archvest Wealth Advisors

Archvest Wealth Advisors as of Sept. 30, 2025

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