Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Archvest Wealth Advisors, Inc.Investment ActivityArchvest Wealth Advisors, Inc. has $172.82 million in total holdings as of June 30, 2026.Archvest Wealth Advisors, Inc. owns shares of 73 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.39% of the portfolio was purchased this quarter.About 4.89% of the portfolio was sold this quarter.This quarter, Archvest Wealth Advisors, Inc. has purchased 74 new stocks and bought additional shares in 41 stocks.Archvest Wealth Advisors, Inc. sold shares of 21 stocks and completely divested from 8 stocks this quarter.Largest Holdings FlexShares iBoxx 5 Year Target Duration TIPS Index Fund $40,021,077iShares Core S&P 500 ETF $15,516,150Dimensional International Core Equity Market ETF $14,951,227Vanguard Real Estate ETF $11,718,716iShares MSCI Intl Momentum Factor ETF $9,810,541 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $636,096 Holding595112103 - Micron Technology $409,323 Holding37954Y632 - Global X Artificial Intelligence & Technology ETF $326,279 Holding37954Y236 - Global X Data Center & Digital Infrastructure ETF $315,575 Holding88160R101 - Tesla $298,205 Holding Largest Purchases this Quarter FlexShares iBoxx 5 Year Target Duration TIPS Index Fund 68,383 shares (about $1.63M)Vanguard Real Estate ETF 10,786 shares (about $1.04M)iShares Core S&P 500 ETF 1,384 shares (about $1.04M)Advanced Micro Devices 1,095 shares (about $636.10K)NVIDIA 2,890 shares (about $578.26K) Largest Sales this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 17,035 shares (about $2.42M)Dimensional International Core Equity Market ETF 27,388 shares (about $1.13M)Vanguard FTSE All-World ex-US ETF 8,488 shares (about $710.87K)Vanguard FTSE Developed Markets ETF 8,744 shares (about $623.01K)Schwab U.S. Large-Cap Growth ETF 9,388 shares (about $317.69K) 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$40,021,077$1,625,464 â–²4.2%1,683,68023.2%ETFIVViShares Core S&P 500 ETF$15,516,150$1,036,457 â–²7.2%20,7199.0%ETFDFAIDimensional International Core Equity Market ETF$14,951,227$1,129,755 â–¼-7.0%362,4548.7%ETFVNQVanguard Real Estate ETF$11,718,716$1,040,091 â–²9.7%121,5266.8%ETFIMTMiShares MSCI Intl Momentum Factor ETF$9,810,541$54,930 â–¼-0.6%183,9595.7%ETFVEUVanguard FTSE All-World ex-US ETF$7,490,420$710,869 â–¼-8.7%89,4384.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$6,939,743$276,657 â–²4.2%20,2434.0%ETFAAPLApple$5,725,052$232,069 â–²4.2%19,7853.3%TechnologyVTVVanguard Value ETF$4,654,767$268,708 â–²6.1%21,3592.7%ETFVEAVanguard FTSE Developed Markets ETF$3,445,706$623,007 â–¼-15.3%48,3612.0%ETFNVDANVIDIA$3,148,026$578,262 â–²22.5%15,7331.8%TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,088,032$2,417,048 â–¼-43.9%21,7641.8%ETFMSFTMicrosoft$2,417,458$273,787 â–²12.8%6,4811.4%TechnologyAMZNAmazon.com$2,234,438$206,164 â–²10.2%9,3751.3%Consumer DiscretionaryTIPiShares TIPS Bond ETF$2,171,632$312,969 â–²16.8%19,8451.3%ETFSCHPSchwab U.S. TIPS ETF$1,955,443$292,747 â–²17.6%73,7901.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,875,279$16,483 â–²0.9%35,2691.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,834,365$14,051 â–¼-0.8%22,1941.1%ETFGOOGLAlphabet$1,767,369$354,546 â–²25.1%4,9451.0%Communication ServicesLLYEli Lilly and Company$1,758,721$93,575 â–²5.6%1,4661.0%HealthcareVTIVanguard Total Stock Market ETF$1,739,482$13,691 â–²0.8%4,7011.0%ETFGOOGAlphabet$1,695,509$163,227 â–²10.7%4,7991.0%Communication ServicesFNDFSchwab Fundamental International Equity ETF$1,466,122$19,574 â–²1.4%27,7890.8%ETFQQQInvesco QQQ$1,400,351$9,571 â–¼-0.7%1,9020.8%ETFAVGOBroadcom$1,241,796$163,583 â–²15.2%3,2870.7%TechnologyDFIVDimensional International Value ETF$1,235,661$2,161 â–²0.2%22,8740.7%ETFIBMInternational Business Machines$1,121,328$58,203 â–²5.5%3,9880.6%TechnologyMETAMeta Platforms$1,041,139$195,495 â–²23.1%1,8480.6%Communication ServicesAFGAmerican Financial Group$905,123$110,272 â–¼-10.9%6,4680.5%FinanceAMATApplied Materials$891,175$60,713 â–²7.3%1,2330.5%TechnologyDIMENSIONAL ETF TRUST$876,138$2,993 â–²0.3%13,1750.5%DIMENSIONAL USGLDSPDR Gold Shares$815,593$444,634 â–²119.9%2,2140.5%ETFVLUEiShares MSCI USA Value Factor ETF$760,4720.0%3,8060.4%ETFSMHVanEck Semiconductor ETF$719,970$656 â–¼-0.1%1,0980.4%ETFGE VERNOVA INC$669,816$12,926 â–²2.0%5700.4%COMGEGE Aerospace$662,434$9,346 â–¼-1.4%1,7720.4%IndustrialsAMDAdvanced Micro Devices$636,096$636,096 â–²New Holding1,0950.4%TechnologyEFAiShares MSCI EAFE ETF$570,476$1,039 â–²0.2%5,4920.3%ETFCOSTCostco Wholesale$567,293$42,126 â–²8.0%6060.3%Consumer StaplesDBCInvesco DB Commodity Index Tracking Fund$515,871$265,267 â–²105.9%19,3500.3%ETFHDHome Depot$497,331$73,718 â–²17.4%1,4100.3%Consumer DiscretionaryGBILGoldman Sachs Access Treasury 0-1 Year ETF$492,687$36,659 â–¼-6.9%4,9190.3%ETFVVVanguard Large-Cap ETF$483,446$1,375 â–²0.3%1,4060.3%ETFMARSH & MCLENNAN COS$450,842$35,501 â–¼-7.3%2,7050.3%INCGSThe Goldman Sachs Group$425,563$7,076 â–¼-1.6%4210.2%FinanceMUMicron Technology$409,323$409,323 â–²New Holding3550.2%TechnologyCVXChevron$407,912$36,299 â–²9.8%2,4610.2%EnergyBRK.BBerkshire Hathaway$389,804$92,072 â–²30.9%7790.2%FinanceBITWISE BITCOIN ETF TRUST$389,361$1,689 â–²0.4%12,2210.2%SHS BEN INTSCHVSchwab U.S. Large-Cap Value ETF$376,087$224,524 â–¼-37.4%10,8040.2%ETFJPIEJPMorgan Income ETF$373,005$106,606 â–²40.0%8,1000.2%ETFJPMJPMorgan Chase & Co.$369,981$98,880 â–²36.5%1,1300.2%FinanceVOOVanguard S&P 500 ETF$343,886$45,302 â–²15.2%5010.2%ETFAIQGlobal X Artificial Intelligence & Technology ETF$326,279$326,279 â–²New Holding4,9730.2%ETFABBVAbbVie$320,234$77,983 â–²32.2%1,2730.2%HealthcareVPNGlobal X Data Center & Digital Infrastructure ETF$315,575$315,575 â–²New Holding10,3910.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$313,189$317,690 â–¼-50.4%9,2550.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$306,066$17,230 â–²6.0%9,8410.2%ETFTSLATesla$298,205$298,205 â–²New Holding7090.2%Consumer DiscretionaryCATCaterpillar$287,463$127,761 â–¼-30.8%2700.2%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$279,154$1,702 â–¼-0.6%1,3120.2%ETFVXUSVanguard Total International Stock ETF$275,680$16,327 â–¼-5.6%3,2250.2%ETFVIGVanguard Dividend Appreciation ETF$275,662$17,983 â–¼-6.1%1,1650.2%ETFSBUXStarbucks$267,461$11,549 â–²4.5%2,6170.2%Consumer DiscretionaryAOKiShares Core 30/70 Conservative Allocation ETF$264,939$59,650 â–¼-18.4%6,3870.2%ETFJNJJohnson & Johnson$260,065$29,460 â–²12.8%1,0240.2%HealthcareVWOVanguard FTSE Emerging Markets ETF$259,828$204,794 â–¼-44.1%4,3530.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$250,727$50 â–²0.0%4,9920.1%ETFIJRiShares Core S&P Small-Cap ETF$243,6730.0%1,6430.1%ETFVGITVanguard Intermediate-Term Treasury ETF$224,0650.0%3,7990.1%ETFAMGNAmgen$208,542$208,542 â–²New Holding5760.1%HealthcareORCLOracle$203,960$203,960 â–²New Holding1,3920.1%TechnologyQSQuantumScape$177,6600.0%23,5000.1%Consumer DiscretionaryIWNiShares Russell 2000 Value ETF$0$599,489 â–¼-100.0%00.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$0$310,846 â–¼-100.0%00.0%ETFVGKVanguard FTSE Europe ETF$0$288,532 â–¼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$240,188 â–¼-100.0%00.0%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$0$237,770 â–¼-100.0%00.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$0$227,050 â–¼-100.0%00.0%ETFVPLVanguard FTSE Pacific ETF$0$211,390 â–¼-100.0%00.0%ETFWALMART INC$0$203,379 â–¼-100.0%00.0%COMShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google 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.
