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
Ishares Tr Conser Alloc Etf (AOK) 25.1 $39M 1.6M 23.96
Ishares Tr Core Us Aggbd Et (AGG) 9.2 $14M 378k 38.11
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 8.1 $13M 19k 684.93
JPMorgan Chase & Co. (JPM) 5.9 $9.2M 104k 88.49
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 5.5 $8.6M 178k 47.97
Goldman Sachs (GS) 5.0 $7.8M 107k 73.56
Meta Platforms Cl A (META) 3.7 $5.8M 44k 132.37
Chevron Corporation (CVX) 3.4 $5.4M 20k 271.85
Vanguard S&p 500 Etf Etf (VOO) 2.9 $4.6M 19k 250.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $3.8M 20k 190.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.3 $3.5M 57k 62.47
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.6 $2.4M 2.3k 1074.59
Applied Materials (AMAT) 1.5 $2.3M 10k 230.82
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.2M 4.6k 483.63
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 1.3 $2.1M 11k 186.49
Starbucks Corporation (SBUX) 1.2 $1.9M 35k 53.88
Vanguard Index Fds Value Etf (VTV) 1.2 $1.9M 17k 109.91
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $1.8M 21k 83.75
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.1 $1.7M 63k 26.49
Vaneck Semiconductor Etf Etf (SMH) 1.0 $1.6M 4.9k 335.25
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.5M 34k 45.21
Apple (AAPL) 0.9 $1.5M 4.6k 313.77
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.8 $1.2M 4.1k 296.19
Amgen (AMGN) 0.8 $1.2M 3.8k 313.01
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.1M 23k 49.90
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.7 $1.1M 1.9k 614.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.0M 11k 96.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $923k 6.8k 136.68
Alphabet Inc Cap Stk CL C (GOOG) 0.6 $891k 1.4k 660.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $753k 13k 59.78
American Financial (AFG) 0.5 $737k 7.4k 99.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $601k 4.4k 136.72
Vanguard Index Fds Large Cap Etf (VV) 0.4 $594k 3.3k 181.22
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $572k 12k 47.56
Abbvie Stock (ABBV) 0.3 $504k 2.7k 185.52
Johnson & Johnson (JNJ) 0.3 $497k 1.6k 308.02
Ishares Tr Core S&p 500 Etf (IVV) 0.3 $459k 532.00 862.64
Vanguard Index Fds Value Etf (VIG) 0.3 $444k 11k 40.13
Home Depot (HD) 0.3 $442k 1.3k 346.17
Ishares Tr Msci Intl Moment (IMTM) 0.3 $441k 1.4k 314.84
Ishares Tr Tips Bd Etf (TIP) 0.3 $422k 2.8k 152.42
Flexshares Tr Iboxx 5 Yr Trgt (TDTF) 0.3 $414k 1.1k 360.04
Microsoft Corporation (MSFT) 0.3 $407k 1.2k 344.12
Marsh & Mclennan Cos Inc 0.2 $379k 432.00 878.12
Ishares Tr Msci Usa Value (VLUE) 0.2 $368k 6.8k 53.76
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $355k 3.6k 99.89
Eli Lilly & Co. (LLY) 0.2 $326k 498.00 653.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $286k 888.00 322.35
International Business Machines (IBM) 0.2 $286k 500.00 572.47
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $281k 559.00 502.65
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $279k 3.1k 89.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $274k 1.3k 206.90
Ge Vernova (GEV) 0.2 $273k 1.2k 219.78
salesforce (CRM) 0.2 $258k 3.4k 75.43
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $253k 1.3k 191.56
Dimensional Etf Trust Dimensional Us (DXUV) 0.2 $252k 9.3k 27.21
Broadcom (AVGO) 0.2 $245k 24k 10.42
Quantumscape Corp Cl A (QS) 0.2 $240k 4.9k 49.46
Costco Wholesale Corporation (COST) 0.1 $223k 842.00 264.91
General Electric Com New (GE) 0.1 $219k 852.00 257.14
Caterpillar (CAT) 0.1 $216k 661.00 327.07
Amazon (AMZN) 0.1 $216k 946.00 228.41
Exxon Mobil Corporation (XOM) 0.1 $211k 2.5k 84.22
NVIDIA Corporation (NVDA) 0.1 $208k 331.00 628.08
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $205k 1.7k 120.37