Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Archvest Wealth Advisors, Inc.Investment ActivityArchvest Wealth Advisors, Inc. has $120.85 million in total holdings as of March 31, 2025.Archvest Wealth Advisors, Inc. owns shares of 63 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.15% of the portfolio was purchased this quarter.About 24.28% of the portfolio was sold this quarter.This quarter, Archvest Wealth Advisors, Inc. has purchased 61 new stocks and bought additional shares in 32 stocks.Archvest Wealth Advisors, Inc. sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $10,809,397iShares Core S&P 500 ETF $8,618,010Vanguard Real Estate ETF $8,059,548Vanguard FTSE All-World ex-US ETF $7,709,408Vanguard Emerging Markets Government Bond ETF $7,525,320 Largest New Holdings this Quarter 46137V498 - Invesco S&P SmallCap Momentum ETF $4,837,479 Holding084670702 - Berkshire Hathaway $266,823 Holding92189F676 - VanEck Semiconductor ETF $238,674 Holding38141G104 - The Goldman Sachs Group $222,551 Holding30231G102 - Exxon Mobil $205,748 Holding Largest Purchases this Quarter Invesco S&P SmallCap Momentum ETF 77,091 shares (about $4.84M)iShares Core S&P 500 ETF 3,310 shares (about $1.86M)Dimensional International Core Equity Market ETF 20,573 shares (about $642.50K)iShares MSCI Intl Momentum Factor ETF 13,341 shares (about $532.84K)Vanguard Real Estate ETF 5,465 shares (about $494.80K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 208,711 shares (about $20.65M)iShares Russell 2000 ETF 18,103 shares (about $3.61M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11,558 shares (about $1.27M)Vanguard FTSE All-World ex-US ETF 9,053 shares (about $549.16K)Vanguard Emerging Markets Government Bond ETF 7,744 shares (about $497.16K) 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$10,809,397$642,495 ▲6.3%346,1228.9%ETFIVViShares Core S&P 500 ETF$8,618,010$1,859,921 ▲27.5%15,3377.1%ETFVNQVanguard Real Estate ETF$8,059,548$494,804 ▲6.5%89,0166.7%ETFVEUVanguard FTSE All-World ex-US ETF$7,709,408$549,155 ▼-6.6%127,0926.4%ETFVWOBVanguard Emerging Markets Government Bond ETF$7,525,320$497,164 ▼-6.2%117,2176.2%ETFIMTMiShares MSCI Intl Momentum Factor ETF$6,495,541$532,841 ▲8.9%162,6325.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,090,711$1,272,301 ▼-17.3%55,3305.0%ETFAAPLApple$5,517,994$249,677 ▼-4.3%24,8414.6%Computer and TechnologyXSMOInvesco S&P SmallCap Momentum ETF$4,837,479$4,837,479 ▲New Holding77,0914.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,047,576$20,645,526 ▼-83.6%40,9183.3%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$4,029,549$13,846 ▼-0.3%52,6743.3%ETFAOKiShares Core 30/70 Conservative Allocation ETF$3,888,565$354,737 ▼-8.4%103,3373.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$3,219,020$424,688 ▲15.2%15,9252.7%ETFVEAVanguard FTSE Developed Markets ETF$2,949,659$185,377 ▲6.7%58,0302.4%ETFVTVVanguard Value ETF$2,911,837$475,892 ▲19.5%16,8572.4%ETFAMZNAmazon.com$1,859,030$145,549 ▲8.5%9,7711.5%Retail/WholesaleLLYEli Lilly and Company$1,762,521$23,126 ▲1.3%2,1341.5%MedicalMSFTMicrosoft$1,618,496$128,369 ▼-7.3%4,3121.3%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,613,026$21,008 ▲1.3%30,7131.3%ManufacturingTIPiShares TIPS Bond ETF$1,610,439$4,444 ▲0.3%14,4971.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,520,997$23,465 ▲1.6%18,6031.3%ETFSCHPSchwab U.S. TIPS ETF$1,498,814$65,450 ▲4.6%55,7391.2%ETFVTIVanguard Total Stock Market ETF$1,321,972$47,822 ▲3.8%4,8101.1%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,194,103$116,479 ▲10.8%33,0411.0%ETFGOOGLAlphabet$1,140,080$68,201 ▲6.4%7,3720.9%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,087,909$58,728 ▼-5.1%7,2060.9%ETFEFAiShares MSCI EAFE ETF$1,007,759$151,368 ▼-13.1%12,3300.8%FinanceIBMInternational Business Machines$1,005,537$2,486 ▲0.2%4,0440.8%Computer and TechnologyNVDANVIDIA$953,800$154,216 ▲19.3%8,8010.8%Computer and TechnologyDFIVDimensional International Value ETF$851,587$165,901 ▲24.2%21,6360.7%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$821,977$128,130 ▲18.5%8,2050.7%ETFQQQInvesco QQQ$773,972$111,103 ▲16.8%1,6510.6%FinanceGOOGAlphabet$705,220$220,440 ▲45.5%4,5140.6%Computer and TechnologyMMCMarsh & McLennan Companies$693,0450.0%2,8400.6%FinanceFNDXSchwab Fundamental U.S. Large Company Index ETF$686,170$10,742 ▲1.6%29,0630.6%ETFMETAMeta Platforms$670,071$167,662 ▼-20.0%1,1630.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$660,639$39,853 ▼-5.7%11,3220.5%ETFIWMiShares Russell 2000 ETF$624,005$3,611,369 ▼-85.3%3,1280.5%FinanceBNDVanguard Total Bond Market ETF$576,950$300,411 ▼-34.2%7,8550.5%ETFIWOiShares Russell 2000 Growth ETF$574,674$59,793 ▼-9.4%2,2490.5%ETFDFCFDimensional Core Fixed Income ETF$536,055$322,769 ▲151.3%12,7450.4%ETFBITWISE BITCOIN ETF TRUST$524,827$6,373 ▲1.2%11,6940.4%SHS BEN INTCOSTCostco Wholesale$480,456$73,771 ▲18.1%5080.4%Retail/WholesaleVLUEiShares MSCI USA Value Factor ETF$462,543$2,026 ▲0.4%4,3370.4%ETFVWOVanguard FTSE Emerging Markets ETF$460,611$44,581 ▼-8.8%10,1770.4%ETFHDHome Depot$420,478$90,914 ▲27.6%1,1470.3%Retail/WholesaleCVXChevron$416,715$10,372 ▼-2.4%2,4910.3%EnergyVVVanguard Large-Cap ETF$366,194$5,397 ▼-1.5%1,4250.3%ETFIJRiShares Core S&P Small-Cap ETF$325,416$44,441 ▼-12.0%3,1120.3%ETFGEGE Aerospace$319,488$50,846 ▲18.9%1,5960.3%IndustrialsBRK.BBerkshire Hathaway$266,823$266,823 ▲New Holding5010.2%FinanceVIGVanguard Dividend Appreciation ETF$252,381$19,399 ▲8.3%1,3010.2%ETFAOMiShares Core 40/60 Moderate Allocation ETF$239,804$38,132 ▼-13.7%5,4650.2%ETFSMHVanEck Semiconductor ETF$238,674$238,674 ▲New Holding1,1290.2%ManufacturingSBUXStarbucks$233,358$196 ▲0.1%2,3790.2%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$231,503$17,217 ▼-6.9%3,6440.2%ETFRSPInvesco S&P 500 Equal Weight ETF$227,2780.0%1,3120.2%ETFVXUSVanguard Total International Stock ETF$226,451$497 ▲0.2%3,6470.2%ETFCRMSalesforce$224,081$268 ▼-0.1%8350.2%Computer and TechnologyGSThe Goldman Sachs Group$222,551$222,551 ▲New Holding4070.2%FinanceJNJJohnson & Johnson$216,035$25,201 ▼-10.4%1,3030.2%MedicalABTAbbott Laboratories$211,709$26,530 ▼-11.1%1,5960.2%MedicalXOMExxon Mobil$205,748$205,748 ▲New Holding1,7300.2%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$544,660 ▼-100.0%00.0%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$0$273,209 ▼-100.0%00.0%ETFTSLATesla$0$210,804 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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