Archvest Wealth Advisors

Archvest Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 65 positions in its portfolio as reported in the December 2025 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 23.96
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 9.2 $14M 378k 38.11
Ishares Tr Core S&p 500 Etf (IVV) 8.1 $13M 19k 684.93
Vanguard Index Fds Real Estate Etf (VNQ) 5.9 $9.2M 104k 88.49
Ishares Tr Msci Intl Moment (IMTM) 5.5 $8.6M 178k 47.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.0 $7.8M 107k 73.56
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 3.7 $5.8M 44k 132.37
Apple (AAPL) 3.4 $5.4M 20k 271.85
Ishares Tr Msci Usa Mmentm (MTUM) 2.9 $4.6M 19k 250.30
Vanguard Index Fds Value Etf (VTV) 2.4 $3.8M 20k 190.99
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 2.3 $3.5M 57k 62.47
Eli Lilly & Co. (LLY) 1.6 $2.4M 2.3k 1074.59
Amazon (AMZN) 1.5 $2.3M 10k 230.82
Microsoft Corporation (MSFT) 1.4 $2.2M 4.6k 483.63
NVIDIA Corporation (NVDA) 1.3 $2.1M 11k 186.49
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.2 $1.9M 35k 53.88
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.9M 17k 109.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.8M 21k 83.75
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.7M 63k 26.49
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.6M 4.9k 335.25
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 1.0 $1.5M 34k 45.21
Alphabet Inc Cap Stk CL C (GOOG) 0.9 $1.5M 4.6k 313.77
International Business Machines (IBM) 0.8 $1.2M 4.1k 296.19
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 3.8k 313.01
Dimensional Etf Trust International Val Fd (DFIV) 0.7 $1.1M 23k 49.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 1.9k 614.37
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.0M 11k 96.03
American Financial (AFG) 0.6 $923k 6.8k 136.68
Meta Platforms Cla (META) 0.6 $891k 1.4k 660.28
Dimensional Etf Trust Dimensional Us (DXUV) 0.5 $753k 13k 59.78
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $737k 7.4k 99.94
Ishares Tr Msci Usa Value (VLUE) 0.4 $601k 4.4k 136.72
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $594k 3.3k 181.22
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 0.4 $572k 12k 47.56
Marsh & Mclennan Cos Inc 0.3 $504k 2.7k 185.52
General Electric Com New (GE) 0.3 $497k 1.6k 308.02
Costco Wholesale Corporation (COST) 0.3 $459k 532.00 862.64
Ishares Tr Conser Alloc Etf (AOK) 0.3 $444k 11k 40.13
Broadcom (AVGO) 0.3 $442k 1.3k 346.17
Vanguard Index Fds Large Cap Etf (VV) 0.3 $441k 1.4k 314.84
Chevron Corporation (CVX) 0.3 $422k 2.8k 152.42
Vaneck Semiconductor Etf Etf (SMH) 0.3 $414k 1.1k 360.04
Home Depot (HD) 0.3 $407k 1.2k 344.12
Goldman Sachs (GS) 0.2 $379k 432.00 878.12
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $368k 6.8k 53.76
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $355k 3.6k 99.89
Ge Vernova (GEV) 0.2 $326k 498.00 653.67
JPMorgan Chase & Co. (JPM) 0.2 $286k 888.00 322.35
Caterpillar (CAT) 0.2 $286k 500.00 572.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $281k 559.00 502.65
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $279k 3.1k 89.56
Johnson & Johnson (JNJ) 0.2 $274k 1.3k 206.90
Vanguard Index Fds Value Etf (VIG) 0.2 $273k 1.2k 219.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $258k 3.4k 75.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $253k 1.3k 191.56
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $252k 9.3k 27.21
Quantumscape Corp (QS) 0.2 $245k 24k 10.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $240k 4.9k 49.46
salesforce (CRM) 0.1 $223k 842.00 264.91
Applied Materials (AMAT) 0.1 $219k 852.00 257.14
Amgen (AMGN) 0.1 $216k 661.00 327.07
Abbvie (ABBV) 0.1 $216k 946.00 228.41
Starbucks Corporation (SBUX) 0.1 $211k 2.5k 84.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $208k 331.00 628.08
Exxon Mobil Corporation (XOM) 0.1 $205k 1.7k 120.37