Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Archvest Wealth Advisors, Inc.Investment ActivityArchvest Wealth Advisors, Inc. has $114.71 million in total holdings as of June 30, 2025.Archvest Wealth Advisors, Inc. owns shares of 59 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 18.54% of the portfolio was sold this quarter.This quarter, Archvest Wealth Advisors, Inc. has purchased 63 new stocks and bought additional shares in 34 stocks.Archvest Wealth Advisors, Inc. sold shares of 15 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $12,607,595iShares Core S&P 500 ETF $10,647,447Vanguard Real Estate ETF $8,412,558iShares MSCI Intl Momentum Factor ETF $7,860,463Vanguard FTSE All-World ex-US ETF $7,662,998 Largest New Holdings this Quarter 025932104 - American Financial Group $799,280 Holding092528884 - BLACKROCK ETF TRUST II $503,087 Holding46625H100 - JPMorgan Chase & Co. $235,285 Holding36828A101 - GE VERNOVA INC $210,099 Holding808524102 - Schwab US Broad Market ETF $202,966 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,811 shares (about $1.12M)American Financial Group 6,333 shares (about $799.28K)Dimensional International Core Equity Market ETF 18,576 shares (about $642.17K)BLACKROCK ETF TRUST II 9,972 shares (about $503.09K)Vanguard Real Estate ETF 5,443 shares (about $484.76K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 23,245 shares (about $2.31M)Vanguard FTSE All-World ex-US ETF 13,093 shares (about $880.11K)iShares Russell 2000 Value ETF 4,084 shares (about $644.20K)Alphabet 3,631 shares (about $639.89K)Exxon Mobil 482 shares (about $355.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArchvest Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAIDimensional International Core Equity Market ETF$12,607,595$642,172 ▲5.4%364,69811.0%ETFIVViShares Core S&P 500 ETF$10,647,447$1,124,477 ▲11.8%17,1489.3%ETFVNQVanguard Real Estate ETF$8,412,558$484,756 ▲6.1%94,4597.3%ETFIMTMiShares MSCI Intl Momentum Factor ETF$7,860,463$429,806 ▲5.8%172,0396.9%ETFVEUVanguard FTSE All-World ex-US ETF$7,662,998$880,110 ▼-10.3%113,9996.7%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,489,291$226,615 ▼-3.4%53,4635.7%ETFAAPLApple$4,971,318$125,360 ▼-2.5%24,2304.3%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$4,340,977$52,042 ▼-1.2%52,0503.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$4,096,213$269,156 ▲7.0%17,0453.6%ETFAOKiShares Core 30/70 Conservative Allocation ETF$4,026,159$11,213 ▼-0.3%103,0503.5%ETFVEAVanguard FTSE Developed Markets ETF$3,340,124$31,812 ▲1.0%58,5882.9%ETFVTVVanguard Value ETF$3,190,645$211,378 ▲7.1%18,0532.8%ETFAMZNAmazon.com$2,224,834$81,174 ▲3.8%10,1411.9%Retail/WholesaleMSFTMicrosoft$2,203,563$58,695 ▲2.7%4,4301.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,753,119$2,305,848 ▼-56.8%17,6731.5%FinanceLLYEli Lilly and Company$1,742,448$78,741 ▲4.7%2,2351.5%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,655,289$18,598 ▲1.1%31,0621.4%ManufacturingTIPiShares TIPS Bond ETF$1,639,310$44,017 ▲2.8%14,8971.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,524,506$18,077 ▼-1.2%18,3851.3%ETFSCHPSchwab U.S. TIPS ETF$1,492,342$5,229 ▲0.4%55,9351.3%ETFNVDANVIDIA$1,479,385$88,946 ▲6.4%9,3641.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,464,326$2,431 ▲0.2%4,8181.3%ETFFNDFSchwab Fundamental International Equity ETF$1,327,154$4,842 ▲0.4%33,1621.2%ETFIBMInternational Business Machines$1,194,905$2,947 ▲0.2%4,0541.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,062,747$39,421 ▼-3.6%11,8890.9%FinanceQQQInvesco QQQ$990,131$79,431 ▲8.7%1,7950.9%FinanceDFIVDimensional International Value ETF$942,914$16,233 ▲1.8%22,0150.8%ETFXOMExxon Mobil$921,248$355,803 ▼-27.9%1,2480.8%EnergyGBILGoldman Sachs Access Treasury 0-1 Year ETF$913,468$91,737 ▲11.2%9,1210.8%ETFGOOGAlphabet$812,035$11,352 ▲1.4%4,5780.7%Computer and TechnologyAFGAmerican Financial Group$799,280$799,280 ▲New Holding6,3330.7%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$715,814$2,601 ▲0.4%29,1690.6%ETFBITWISE BITCOIN ETF TRUST$687,378$2,226 ▲0.3%11,7320.6%SHS BEN INTGOOGLAlphabet$659,279$639,894 ▼-49.3%3,7410.6%Computer and TechnologyMMCMarsh & McLennan Companies$620,9380.0%2,8400.5%FinanceDFCFDimensional Core Fixed Income ETF$572,792$34,188 ▲6.3%13,5540.5%ETFBNDVanguard Total Bond Market ETF$525,945$52,425 ▼-9.1%7,1430.5%ETFBLACKROCK ETF TRUST II$503,087$503,087 ▲New Holding9,9720.4%ISHARES SHORT-TECOSTCostco Wholesale$502,9550.0%5080.4%Retail/WholesaleVLUEiShares MSCI USA Value Factor ETF$493,272$2,264 ▲0.5%4,3570.4%ETFIWNiShares Russell 2000 Value ETF$492,454$644,197 ▼-56.7%3,1220.4%ETFHDHome Depot$425,596$5,132 ▲1.2%1,1610.4%Retail/WholesaleGEGE Aerospace$411,584$772 ▲0.2%1,5990.4%AerospaceVVVanguard Large-Cap ETF$406,4710.0%1,4250.4%ETFCVXChevron$389,660$32,937 ▲9.2%2,7210.3%EnergySMHVanEck Semiconductor ETF$335,671$20,910 ▲6.6%1,2040.3%ManufacturingGSThe Goldman Sachs Group$303,896$15,584 ▲5.4%4290.3%FinanceVWOVanguard FTSE Emerging Markets ETF$261,198$242,156 ▼-48.1%5,2810.2%ETFBRK.BBerkshire Hathaway$259,401$16,030 ▲6.6%5340.2%FinanceAOMiShares Core 40/60 Moderate Allocation ETF$258,515$6,906 ▲2.7%5,6150.2%ETFVXUSVanguard Total International Stock ETF$254,610$2,626 ▲1.0%3,6850.2%ETFVIGVanguard Dividend Appreciation ETF$253,995$12,280 ▼-4.6%1,2410.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$252,127$12,719 ▼-4.8%3,4690.2%ETFRSPInvesco S&P 500 Equal Weight ETF$238,4430.0%1,3120.2%ETFJPMJPMorgan Chase & Co.$235,285$235,285 ▲New Holding8120.2%FinanceCRMSalesforce$227,6960.0%8350.2%Computer and TechnologySBUXStarbucks$218,306$275 ▲0.1%2,3820.2%Retail/WholesaleGE VERNOVA INC$210,099$210,099 ▲New Holding3970.2%COMSCHBSchwab US Broad Market ETF$202,966$202,966 ▲New Holding8,5170.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$0$7,525,320 ▼-100.0%00.0%ETFXSMOInvesco S&P SmallCap Momentum ETF$0$4,837,479 ▼-100.0%00.0%ETFMETAMeta Platforms$0$670,071 ▼-100.0%00.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$0$660,639 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$624,005 ▼-100.0%00.0%FinanceIWOiShares Russell 2000 Growth ETF$0$574,674 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$325,416 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$216,035 ▼-100.0%00.0%MedicalABTAbbott Laboratories$0$211,709 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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