Archvest Wealth Advisors

Archvest Wealth Advisors as of March 31, 2026

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
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 9.8 $15M 390k 38.96
Ishares Tr Core S&p 500 Etf (IVV) 8.1 $13M 19k 653.21
Vanguard Index Fds Real Estate Etf (VNQ) 6.3 $9.8M 111k 88.70
Ishares Tr Msci Intl Moment (IMTM) 5.7 $8.9M 185k 48.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.7 $7.4M 98k 75.10
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 3.1 $4.9M 39k 125.13
Apple (AAPL) 3.1 $4.8M 19k 253.79
Ishares Tr Msci Usa Mmentm (MTUM) 3.0 $4.7M 19k 239.98
Vanguard Index Fds Value Etf (VTV) 2.5 $3.9M 20k 196.20
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 2.4 $3.7M 57k 64.08
NVIDIA Corporation (NVDA) 1.4 $2.2M 13k 174.40
Microsoft Corporation (MSFT) 1.4 $2.1M 5.7k 370.19
Ishares Tr Tips Bd Etf (TIP) 1.2 $1.9M 17k 110.36
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.2 $1.9M 35k 53.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $1.9M 22k 82.75
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.7M 63k 26.61
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.5M 4.7k 320.82
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.9 $1.3M 27k 48.93
Eli Lilly & Co. (LLY) 0.8 $1.3M 1.4k 919.82
Alphabet Inc Cap Stk CL C (GOOG) 0.8 $1.2M 4.3k 286.84
Dimensional Etf Trust International Val Fd (DFIV) 0.8 $1.2M 23k 52.78
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 4.0k 287.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 1.9k 577.06
American Financial (AFG) 0.6 $927k 7.3k 127.71
International Business Machines (IBM) 0.6 $916k 3.8k 242.36
Broadcom (AVGO) 0.6 $883k 2.9k 309.47
Meta Platforms Cla (META) 0.6 $859k 1.5k 572.22
Dimensional Etf Trust Dimensional Us (DXUV) 0.5 $779k 13k 59.35
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $600k 3.2k 189.59
Costco Wholesale Corporation (COST) 0.4 $559k 561.00 996.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $543k 19k 29.13
Ishares Tr Msci Usa Value (VLUE) 0.3 $541k 3.8k 142.19
Ishares Tr Msci Eafe Etf (EFA) 0.3 $533k 5.5k 97.13
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $530k 5.3k 100.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $526k 17k 30.50
General Electric Com New (GE) 0.3 $510k 1.8k 283.75
Marsh & Mclennan Cos Inc (MRSH) 0.3 $506k 2.9k 173.45
Ge Vernova (GEV) 0.3 $488k 559.00 873.06
Chevron Corporation (CVX) 0.3 $464k 2.2k 206.88
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 0.3 $448k 12k 36.81
Spdr Gold Tr Gold Shs (GLD) 0.3 $433k 1.0k 430.29
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $421k 1.1k 383.29
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.3 $421k 7.8k 54.05
Vanguard Index Fds Large Cap Etf (VV) 0.3 $419k 1.4k 298.96
Home Depot (HD) 0.3 $395k 1.2k 328.97
Applied Materials (AMAT) 0.3 $393k 1.1k 341.82
Goldman Sachs (GS) 0.2 $362k 428.00 845.64
Ishares Tr Conser Alloc Etf (AOK) 0.2 $312k 7.8k 39.89
Spdr Series Trust State Street Spp (SPTI) 0.2 $311k 11k 28.66
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $289k 3.5k 82.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $285k 595.00 479.20
Caterpillar (CAT) 0.2 $276k 390.00 707.72
Invesco Db Commdy Indx Trck Unit (DBC) 0.2 $272k 9.4k 28.95
Vanguard Index Fds Value Etf (VIG) 0.2 $267k 1.2k 215.06
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $267k 5.8k 46.07
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $263k 3.4k 77.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $260k 435.00 597.04
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $259k 9.3k 27.85
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $253k 1.3k 191.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $249k 5.0k 49.95
JPMorgan Chase & Co. (JPM) 0.2 $244k 828.00 294.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $240k 3.0k 79.27
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $238k 2.7k 88.49
Vanguard Scottsdale Fds Mtg Bkd Secs Treas (VMBS) 0.1 $227k 4.8k 46.95
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $226k 3.8k 59.55
Starbucks Corporation (SBUX) 0.1 $224k 2.5k 89.60
Johnson & Johnson (JNJ) 0.1 $222k 908.00 244.35
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $211k 2.2k 97.73
Abbvie (ABBV) 0.1 $209k 963.00 217.48
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $204k 1.6k 124.31
Wal-Mart Stores (WMT) 0.1 $203k 1.6k 124.31
Amazon (AMZN) 0.1 $177k 8.5k 20.84
Quantumscape Corp (QS) 0.1 $150k 24k 6.38