Archvest Wealth Advisors

Archvest Wealth Advisors as of June 30, 2026

Portfolio Holdings for Archvest Wealth Advisors

Archvest Wealth Advisors holds 73 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr Iboxx 5 Yr Trgt (TDTF) 23.2 $40M 1.7M 23.77
Ishares Tr Core S&p 500 Etf (IVV) 9.0 $16M 21k 748.89
Dimesional Etf Trust Intl Core Eqt Mk (DFAI) 8.7 $15M 363k 41.25
Vanguard Index Fds Real Estate Etf (VNQ) 6.8 $12M 122k 96.43
Ishares Tr Msci Intl Moment (IMTM) 5.7 $9.8M 184k 53.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.3 $7.5M 89k 83.75
Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $6.9M 20k 342.82
Apple (AAPL) 3.3 $5.7M 20k 289.36
Vanguard Index Fds Value Etf (VTV) 2.7 $4.7M 21k 217.93
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA) 2.0 $3.4M 48k 71.25
NVIDIA Corporation (NVDA) 1.8 $3.1M 16k 200.09
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $3.1M 22k 141.89
Microsoft Corporation (MSFT) 1.4 $2.4M 6.5k 373.01
Amazon (AMZN) 1.3 $2.2M 9.4k 238.34
Ishares Tr Tips Bd Etf (TIP) 1.3 $2.2M 20k 109.43
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $2.0M 74k 26.50
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.1 $1.9M 35k 53.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.8M 22k 82.65
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.8M 4.9k 357.41
Eli Lilly & Co. (LLY) 1.0 $1.8M 1.5k 1199.67
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.7M 4.7k 370.02
Alphabet Inc Cap Stk CL C (GOOG) 1.0 $1.7M 4.8k 353.30
Schwab Strategic Tr Schwb Fdt Intl Lg (FNDF) 0.8 $1.5M 28k 52.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.4M 1.9k 736.25
Broadcom (AVGO) 0.7 $1.2M 3.3k 377.79
Dimensional Etf Trust International Val Fd (DFIV) 0.7 $1.2M 23k 54.02
International Business Machines (IBM) 0.6 $1.1M 4.0k 281.18
Meta Platforms Cla (META) 0.6 $1.0M 1.8k 563.39
American Financial (AFG) 0.5 $905k 6.5k 139.94
Applied Materials (AMAT) 0.5 $891k 1.2k 722.77
Dimensional Etf Trust Dimensional Us (DXUV) 0.5 $876k 13k 66.50
Spdr Gold Tr Gold Shs (GLD) 0.5 $816k 2.2k 368.38
Ishares Tr Msci Usa Value (VLUE) 0.4 $761k 3.8k 199.81
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $720k 1.1k 655.71
Ge Vernova (GEV) 0.4 $670k 570.00 1175.12
General Electric Com New (GE) 0.4 $662k 1.8k 373.83
Advanced Micro Devices (AMD) 0.4 $636k 1.1k 580.91
Ishares Tr Msci Eafe Etf (EFA) 0.3 $571k 5.5k 103.87
Costco Wholesale Corporation (COST) 0.3 $567k 606.00 936.13
Invesco Db Commdy Indx Trck Unit (DBC) 0.3 $516k 19k 26.66
Home Depot (HD) 0.3 $497k 1.4k 352.72
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $493k 4.9k 100.16
Vanguard Index Fds Large Cap Etf (VV) 0.3 $483k 1.4k 343.85
Marsh & Mclennan Cos Inc (MRSH) 0.3 $451k 2.7k 166.67
Goldman Sachs (GS) 0.2 $426k 421.00 1010.84
Micron Technology (MU) 0.2 $409k 355.00 1153.02
Chevron Corporation (CVX) 0.2 $408k 2.5k 165.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $390k 779.00 500.39
Bitwise Bitcoin Etf Trust Shs Ben Int (BITB) 0.2 $389k 12k 31.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $376k 11k 34.81
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $373k 8.1k 46.05
JPMorgan Chase & Co. (JPM) 0.2 $370k 1.1k 327.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $344k 501.00 686.40
Global X Fds Articial Etf (AIQ) 0.2 $326k 5.0k 65.61
Abbvie (ABBV) 0.2 $320k 1.3k 251.56
Global X Fds Data Center Dig Etf (DTCR) 0.2 $316k 10k 30.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $313k 9.3k 33.84
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $306k 9.8k 31.10
Tesla Motors (TSLA) 0.2 $298k 709.00 420.60
Caterpillar (CAT) 0.2 $288k 270.00 1064.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $279k 1.3k 212.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $276k 3.2k 85.48
Vanguard Index Fds Value Etf (VIG) 0.2 $276k 1.2k 236.62
Starbucks Corporation (SBUX) 0.2 $268k 2.6k 102.20
Ishares Tr Conser Alloc Etf (AOK) 0.2 $265k 6.4k 41.48
Johnson & Johnson (JNJ) 0.2 $260k 1.0k 253.97
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $260k 4.4k 59.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $251k 5.0k 50.23
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $244k 1.6k 148.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $224k 3.8k 58.98
Amgen (AMGN) 0.1 $209k 576.00 362.05
Oracle Corporation (ORCL) 0.1 $204k 1.4k 146.52
Quantumscape Corp (QS) 0.1 $178k 24k 7.56