Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Archvest Wealth Advisors, Inc.

Investment Activity

Archvest Wealth Advisors, Inc. has $154.99 million in total holdings as of March 31, 2026.
Archvest Wealth Advisors, Inc. owns shares of 74 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 5.23% of the portfolio was purchased this quarter.
About 3.73% of the portfolio was sold this quarter.
This quarter, Archvest Wealth Advisors, Inc. has purchased 65 new stocks and bought additional shares in 32 stocks.
Archvest Wealth Advisors, Inc. sold shares of 26 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

FlexShares iBoxx 5 Year Target Duration TIPS Index Fund: $38,944,802
Dimensional International Core Equity Market ETF: $15,188,227
iShares Core S&P 500 ETF: $12,629,726
Vanguard Real Estate ETF: $9,822,678
iShares MSCI Intl Momentum Factor ETF: $8,883,160

Largest New Holdings this Quarter

808524300 - Schwab U.S. Large-Cap Growth ETF: $543,071 Holding
808524409 - Schwab U.S. Large-Cap Value ETF: $526,247 Holding
78463V107 - SPDR Gold Shares: $433,302 Holding
78464A672 - SPDR Portfolio Intermediate Term Treasury ETF: $310,846 Holding
922042874 - Vanguard FTSE Europe ETF: $288,532 Holding

Largest Purchases this Quarter

Vanguard Real Estate ETF: 6,789 shares (about $602.19K)
Schwab U.S. Large-Cap Growth ETF: 18,643 shares (about $543.07K)
Schwab U.S. Large-Cap Value ETF: 17,254 shares (about $526.25K)
Broadcom: 1,576 shares (about $487.72K)
iShares Core S&P 500 ETF: 725 shares (about $473.57K)

Largest Sales this Quarter

Eli Lilly and Company: 873 shares (about $803.00K)
Vanguard FTSE All-World ex-US ETF: 8,531 shares (about $640.68K)
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: 4,895 shares (about $612.51K)
FlexShares iBoxx 5 Year Target Duration TIPS Index Fund: 24,301 shares (about $585.90K)
iShares MSCI EAFE ETF: 5,143 shares (about $499.53K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TDTF FlexShares iBoxx 5 Year Target Duration TIPS Index Fund	$38,944,802	$585,897 â–¼	-1.5%	1,615,297	25.1%	ETF
DFAI Dimensional International Core Equity Market ETF	$15,188,227	$456,377 â–²	3.1%	389,842	9.8%	ETF
IVV iShares Core S&P 500 ETF	$12,629,726	$473,574 â–²	3.9%	19,335	8.1%	ETF
VNQ Vanguard Real Estate ETF	$9,822,678	$602,187 â–²	6.5%	110,740	6.3%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$8,883,160	$319,813 â–²	3.7%	184,989	5.7%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$7,354,219	$640,676 â–¼	-8.0%	97,926	4.7%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$4,854,893	$612,508 â–¼	-11.2%	38,799	3.1%	ETF
AAPL Apple	$4,817,701	$223,335 â–¼	-4.4%	18,983	3.1%	Computer and Technology
MTUM iShares MSCI USA Momentum Factor ETF	$4,664,330	$233,504 â–²	5.3%	19,436	3.0%	ETF
VTV Vanguard Value ETF	$3,948,721	$74,164 â–²	1.9%	20,126	2.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$3,659,277	$41,588 â–²	1.1%	57,105	2.4%	ETF
NVDA NVIDIA	$2,239,765	$273,453 â–²	13.9%	12,843	1.4%	Computer and Technology
MSFT Microsoft	$2,127,459	$427,195 â–²	25.1%	5,747	1.4%	Computer and Technology
TIP iShares TIPS Bond ETF	$1,874,411	$7,946 â–¼	-0.4%	16,985	1.2%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,860,497	$7,185 â–¼	-0.4%	34,959	1.2%	Manufacturing
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,850,661	$83,993 â–²	4.8%	22,364	1.2%	ETF
SCHP Schwab U.S. TIPS ETF	$1,669,580	$18,334 â–¼	-1.1%	62,743	1.1%	ETF
VTI Vanguard Total Stock Market ETF	$1,496,286	$63,522 â–¼	-4.1%	4,664	1.0%	ETF
FNDF Schwab Fundamental International Equity ETF	$1,341,546	$314,616 â–¼	-19.0%	27,418	0.9%	ETF
LLY Eli Lilly and Company	$1,276,706	$803,000 â–¼	-38.6%	1,388	0.8%	Medical
GOOG Alphabet	$1,244,038	$81,750 â–¼	-6.2%	4,337	0.8%	Computer and Technology
DFIV Dimensional International Value ETF	$1,205,203	$10,134 â–¼	-0.8%	22,834	0.8%	ETF
GOOGL Alphabet	$1,136,820	$43,713 â–²	4.0%	3,953	0.7%	Computer and Technology
QQQ Invesco QQQ	$1,105,079	$33,470 â–²	3.1%	1,915	0.7%	Finance
AFG American Financial Group	$926,656	$64,621 â–²	7.5%	7,256	0.6%	Finance
IBM International Business Machines	$916,380	$72,467 â–¼	-7.3%	3,781	0.6%	Computer and Technology
AVGO Broadcom	$883,217	$487,719 â–²	123.3%	2,854	0.6%	Computer and Technology
META Meta Platforms	$858,900	$86,405 â–²	11.2%	1,501	0.6%	Computer and Technology
DIMENSIONAL ETF TRUST	$779,266	$32,168 â–²	4.3%	13,130	0.5%	DIMENSIONAL US
IWN iShares Russell 2000 Value ETF	$599,489	$21,803 â–¼	-3.5%	3,162	0.4%	ETF
COST Costco Wholesale	$559,298	$28,912 â–²	5.5%	561	0.4%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$543,071	$543,071 â–²	New Holding	18,643	0.4%	ETF
VLUE iShares MSCI USA Value Factor ETF	$541,172	$83,323 â–¼	-13.3%	3,806	0.3%	ETF
EFA iShares MSCI EAFE ETF	$532,460	$499,533 â–¼	-48.4%	5,482	0.3%	Finance
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$529,504	$208,796 â–¼	-28.3%	5,285	0.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$526,247	$526,247 â–²	New Holding	17,254	0.3%	ETF
GE GE Aerospace	$509,901	$52,494 â–²	11.5%	1,797	0.3%	Aerospace
MARSH & MCLENNAN COS	$506,127	$34,690 â–²	7.4%	2,918	0.3%	INC
GE VERNOVA INC	$488,043	$53,257 â–²	12.2%	559	0.3%	COM
CVX Chevron	$463,832	$108,407 â–¼	-18.9%	2,242	0.3%	Energy
BITWISE BITCOIN ETF TRUST	$447,904	$4,896 â–²	1.1%	12,168	0.3%	SHS BEN INT
GLD SPDR Gold Shares	$433,302	$433,302 â–²	New Holding	1,007	0.3%	Finance
SMH VanEck Semiconductor ETF	$421,241	$19,165 â–¼	-4.4%	1,099	0.3%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$420,741	$50,755 â–²	13.7%	7,784	0.3%	ETF
VV Vanguard Large-Cap ETF	$419,136	$897 â–²	0.2%	1,402	0.3%	ETF
HD Home Depot	$395,094	$6,250 â–²	1.6%	1,201	0.3%	Retail/Wholesale
AMAT Applied Materials	$392,751	$101,520 â–²	34.9%	1,149	0.3%	Computer and Technology
GS The Goldman Sachs Group	$361,934	$3,383 â–¼	-0.9%	428	0.2%	Finance
AOK iShares Core 30/70 Conservative Allocation ETF	$312,145	$128,847 â–¼	-29.2%	7,825	0.2%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$310,846	$310,846 â–²	New Holding	10,846	0.2%	ETF
VGK Vanguard FTSE Europe ETF	$288,532	$288,532 â–²	New Holding	3,500	0.2%	ETF
BRK.B Berkshire Hathaway	$285,124	$17,251 â–²	6.4%	595	0.2%	Finance
CAT Caterpillar	$276,011	$77,849 â–¼	-22.0%	390	0.2%	Industrials
DBC Invesco DB Commodity Index Tracking Fund	$272,130	$272,130 â–²	New Holding	9,400	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$266,889		0.0%	1,241	0.2%	ETF
JPIE JPMorgan Income ETF	$266,515	$266,515 â–²	New Holding	5,785	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$263,424	$154 â–²	0.1%	3,416	0.2%	ETF
VOO Vanguard S&P 500 ETF	$259,711	$62,092 â–²	31.4%	435	0.2%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$258,642	$585 â–²	0.2%	9,287	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$253,334		0.0%	1,320	0.2%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$249,288	$6,893 â–²	2.8%	4,991	0.2%	Manufacturing
JPM JPMorgan Chase & Co.	$243,489	$17,644 â–¼	-6.8%	828	0.2%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$240,188	$240,188 â–²	New Holding	3,030	0.2%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$237,770	$37,431 â–¼	-13.6%	2,687	0.2%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$227,050	$227,050 â–²	New Holding	4,836	0.1%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$226,230	$226,230 â–²	New Holding	3,799	0.1%	ETF
SBUX Starbucks	$224,358	$269 â–²	0.1%	2,504	0.1%	Retail/Wholesale
JNJ Johnson & Johnson	$221,871	$101,406 â–¼	-31.4%	908	0.1%	Medical
VPL Vanguard FTSE Pacific ETF	$211,390	$211,390 â–²	New Holding	2,163	0.1%	ETF
ABBV AbbVie	$209,431	$3,697 â–²	1.8%	963	0.1%	Medical
IJR iShares Core S&P Small-Cap ETF	$204,241	$204,241 â–²	New Holding	1,643	0.1%	ETF
WALMART INC	$203,379	$203,379 â–²	New Holding	1,636	0.1%	COM
AMZN Amazon.com	$177,378	$31,828 â–¼	-15.2%	8,510	0.1%	Retail/Wholesale
QS QuantumScape	$149,930		0.0%	23,500	0.1%	Auto/Tires/Trucks
AGG iShares Core U.S. Aggregate Bond ETF	$0	$355,194 â–¼	-100.0%	0	0.0%	Finance
CRM Salesforce	$0	$223,054 â–¼	-100.0%	0	0.0%	Computer and Technology
AMGN Amgen	$0	$216,192 â–¼	-100.0%	0	0.0%	Medical
XOM ExxonMobil	$0	$204,622 â–¼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Archvest Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Archvest Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArchvest Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools