Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Archvest Wealth Advisors, Inc.Investment ActivityArchvest 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 $38,944,802Dimensional International Core Equity Market ETF $15,188,227iShares Core S&P 500 ETF $12,629,726Vanguard Real Estate ETF $9,822,678iShares MSCI Intl Momentum Factor ETF $8,883,160 Largest New Holdings this Quarter 808524300 - Schwab U.S. Large-Cap Growth ETF $543,071 Holding808524409 - Schwab U.S. Large-Cap Value ETF $526,247 Holding78463V107 - SPDR Gold Shares $433,302 Holding78464A672 - SPDR Portfolio Intermediate Term Treasury ETF $310,846 Holding922042874 - 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 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 PortfolioSectorTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$38,944,802$585,897 â–¼-1.5%1,615,29725.1%ETFDFAIDimensional International Core Equity Market ETF$15,188,227$456,377 â–²3.1%389,8429.8%ETFIVViShares Core S&P 500 ETF$12,629,726$473,574 â–²3.9%19,3358.1%ETFVNQVanguard Real Estate ETF$9,822,678$602,187 â–²6.5%110,7406.3%ETFIMTMiShares MSCI Intl Momentum Factor ETF$8,883,160$319,813 â–²3.7%184,9895.7%ETFVEUVanguard FTSE All-World ex-US ETF$7,354,219$640,676 â–¼-8.0%97,9264.7%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,854,893$612,508 â–¼-11.2%38,7993.1%ETFAAPLApple$4,817,701$223,335 â–¼-4.4%18,9833.1%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$4,664,330$233,504 â–²5.3%19,4363.0%ETFVTVVanguard Value ETF$3,948,721$74,164 â–²1.9%20,1262.5%ETFVEAVanguard FTSE Developed Markets ETF$3,659,277$41,588 â–²1.1%57,1052.4%ETFNVDANVIDIA$2,239,765$273,453 â–²13.9%12,8431.4%Computer and TechnologyMSFTMicrosoft$2,127,459$427,195 â–²25.1%5,7471.4%Computer and TechnologyTIPiShares TIPS Bond ETF$1,874,411$7,946 â–¼-0.4%16,9851.2%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,860,497$7,185 â–¼-0.4%34,9591.2%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$1,850,661$83,993 â–²4.8%22,3641.2%ETFSCHPSchwab U.S. TIPS ETF$1,669,580$18,334 â–¼-1.1%62,7431.1%ETFVTIVanguard Total Stock Market ETF$1,496,286$63,522 â–¼-4.1%4,6641.0%ETFFNDFSchwab Fundamental International Equity ETF$1,341,546$314,616 â–¼-19.0%27,4180.9%ETFLLYEli Lilly and Company$1,276,706$803,000 â–¼-38.6%1,3880.8%MedicalGOOGAlphabet$1,244,038$81,750 â–¼-6.2%4,3370.8%Computer and TechnologyDFIVDimensional International Value ETF$1,205,203$10,134 â–¼-0.8%22,8340.8%ETFGOOGLAlphabet$1,136,820$43,713 â–²4.0%3,9530.7%Computer and TechnologyQQQInvesco QQQ$1,105,079$33,470 â–²3.1%1,9150.7%FinanceAFGAmerican Financial Group$926,656$64,621 â–²7.5%7,2560.6%FinanceIBMInternational Business Machines$916,380$72,467 â–¼-7.3%3,7810.6%Computer and TechnologyAVGOBroadcom$883,217$487,719 â–²123.3%2,8540.6%Computer and TechnologyMETAMeta Platforms$858,900$86,405 â–²11.2%1,5010.6%Computer and TechnologyDIMENSIONAL ETF TRUST$779,266$32,168 â–²4.3%13,1300.5%DIMENSIONAL USIWNiShares Russell 2000 Value ETF$599,489$21,803 â–¼-3.5%3,1620.4%ETFCOSTCostco Wholesale$559,298$28,912 â–²5.5%5610.4%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$543,071$543,071 â–²New Holding18,6430.4%ETFVLUEiShares MSCI USA Value Factor ETF$541,172$83,323 â–¼-13.3%3,8060.3%ETFEFAiShares MSCI EAFE ETF$532,460$499,533 â–¼-48.4%5,4820.3%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$529,504$208,796 â–¼-28.3%5,2850.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$526,247$526,247 â–²New Holding17,2540.3%ETFGEGE Aerospace$509,901$52,494 â–²11.5%1,7970.3%AerospaceMARSH & MCLENNAN COS$506,127$34,690 â–²7.4%2,9180.3%INCGE VERNOVA INC$488,043$53,257 â–²12.2%5590.3%COMCVXChevron$463,832$108,407 â–¼-18.9%2,2420.3%EnergyBITWISE BITCOIN ETF TRUST$447,904$4,896 â–²1.1%12,1680.3%SHS BEN INTGLDSPDR Gold Shares$433,302$433,302 â–²New Holding1,0070.3%FinanceSMHVanEck Semiconductor ETF$421,241$19,165 â–¼-4.4%1,0990.3%ManufacturingVWOVanguard FTSE Emerging Markets ETF$420,741$50,755 â–²13.7%7,7840.3%ETFVVVanguard Large-Cap ETF$419,136$897 â–²0.2%1,4020.3%ETFHDHome Depot$395,094$6,250 â–²1.6%1,2010.3%Retail/WholesaleAMATApplied Materials$392,751$101,520 â–²34.9%1,1490.3%Computer and TechnologyGSThe Goldman Sachs Group$361,934$3,383 â–¼-0.9%4280.2%FinanceAOKiShares Core 30/70 Conservative Allocation ETF$312,145$128,847 â–¼-29.2%7,8250.2%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$310,846$310,846 â–²New Holding10,8460.2%ETFVGKVanguard FTSE Europe ETF$288,532$288,532 â–²New Holding3,5000.2%ETFBRK.BBerkshire Hathaway$285,124$17,251 â–²6.4%5950.2%FinanceCATCaterpillar$276,011$77,849 â–¼-22.0%3900.2%IndustrialsDBCInvesco DB Commodity Index Tracking Fund$272,130$272,130 â–²New Holding9,4000.2%FinanceVIGVanguard Dividend Appreciation ETF$266,8890.0%1,2410.2%ETFJPIEJPMorgan Income ETF$266,515$266,515 â–²New Holding5,7850.2%ETFVXUSVanguard Total International Stock ETF$263,424$154 â–²0.1%3,4160.2%ETFVOOVanguard S&P 500 ETF$259,711$62,092 â–²31.4%4350.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$258,642$585 â–²0.2%9,2870.2%ETFRSPInvesco S&P 500 Equal Weight ETF$253,3340.0%1,3200.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$249,288$6,893 â–²2.8%4,9910.2%ManufacturingJPMJPMorgan Chase & Co.$243,489$17,644 â–¼-6.8%8280.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$240,188$240,188 â–²New Holding3,0300.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$237,770$37,431 â–¼-13.6%2,6870.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$227,050$227,050 â–²New Holding4,8360.1%ETFVGITVanguard Intermediate-Term Treasury ETF$226,230$226,230 â–²New Holding3,7990.1%ETFSBUXStarbucks$224,358$269 â–²0.1%2,5040.1%Retail/WholesaleJNJJohnson & Johnson$221,871$101,406 â–¼-31.4%9080.1%MedicalVPLVanguard FTSE Pacific ETF$211,390$211,390 â–²New Holding2,1630.1%ETFABBVAbbVie$209,431$3,697 â–²1.8%9630.1%MedicalIJRiShares Core S&P Small-Cap ETF$204,241$204,241 â–²New Holding1,6430.1%ETFWALMART INC$203,379$203,379 â–²New Holding1,6360.1%COMAMZNAmazon.com$177,378$31,828 â–¼-15.2%8,5100.1%Retail/WholesaleQSQuantumScape$149,9300.0%23,5000.1%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$0$355,194 â–¼-100.0%00.0%FinanceCRMSalesforce$0$223,054 â–¼-100.0%00.0%Computer and TechnologyAMGNAmgen$0$216,192 â–¼-100.0%00.0%MedicalXOMExxonMobil$0$204,622 â–¼-100.0%00.0%EnergyShowing 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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