Archvest Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Archvest Wealth Advisors, Inc. held in its portfolio 64 assets valued at $156,710,088 (i.e. $156.71M).
The most valuable assets in the portfolio included: FLEXSHARES TR ($39.29M), DIMESIONAL ETF TRUST ($14.41M), and ISHARES TR ($12.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Archvest Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FLEXSHARES TR | 1639598 | 39292959 | IBOXX 5 YR TRGT |
| DIMESIONAL ETF TRUST | 378128 | 14410468 | INTL CORE EQT MK |
| ISHARES TR | 18610 | 12746627 | CORE S&P 500 ETF |
| VANGUARD INDEX FDS | 103951 | 9198607 | REAL ESTATE ETF |
| ISHARES TR | 178329 | 8554430 | MSCI INTL MOMENT |
| VANGUARD INTL EQUITY INDEX F | 106457 | 7830943 | ALLWRLD EX US |
| GOLDMAN SACHS ETF TR | 43694 | 5783820 | ACTIVEBETA US LG |
| APPLE INC | 19863 | 5399834 | COM |
| ISHARES TR | 18463 | 4621368 | MSCI USA MMENTM |
| VANGUARD INDEX FDS | 20989 | 4044459 | VALUE ETF |
| VANGUARD TAX-MANATGED INTL FD | 56456 | 3526815 | FTSE DEV MKT ETF |
| ELI LILLY & CO | 2261 | 2429638 | COM |
| AMAZON INC | 10037 | 2316740 | COM |
| MICROSOFT CORP | 4593 | 2221300 | COM |
| NVIDIA CORPORATION | 11275 | 2102729 | COM |
| ISHARES TR | 35094 | 1890876 | ISHS 5-10YR INVT |
| ISHARES TR | 17057 | 1874682 | TIPS BD ETF |
| VANGUARD SCOTTSDALE FDS | 21349 | 1787997 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 63432 | 1680310 | US TIPS ETF |
| VANGUARD INDEX FDS | 4862 | 1630010 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 33848 | 1530253 | SCHWB FDT INTL LG |
| ALPHABET INC CAP STK | 4622 | 1450227 | CL C |
| INTERNATIONAL BUSINESS MACHS | 4080 | 1208453 | COM |
| ALPHABET INC | 3801 | 1189760 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 23026 | 1148997 | INTERNATIONAL VAL FD |
| INVESCO QQQ TR | 1857 | 1140877 | UNIT SER 1 |
| ISHARES TR | 10625 | 1020312 | MSCI EAFE ETF |
| AMERICAN FINL GROUP INC OHIO | 6750 | 922581 | COM |
| META PLATFORMS INC | 1350 | 891374 | CLA |
| DIMENSIONAL ETF TRUST | 12588 | 752511 | DIMENSIONAL US |
| GOLDMAN SACHS ETF TR | 7369 | 736458 | ACCES TREASURY |
| ISHARES TR | 4392 | 600457 | MSCI USA VALUE |
| ISHARES TR | 3277 | 593858 | RUS 2000 VAL ETF |
| BITWISE BITCOIN ETF TRUST | 12035 | 572385 | SHS BEN INT |
| MARSH & MCLENNAN COS | 2718 | 504243 | INC |
| GENERAL ELECTRIC CO | 1612 | 496528 | COM NEW |
| COSTCO WHSL CORP NEW | 532 | 458927 | COM |
| ISHARES TR | 11055 | 443643 | CONSER ALLOC ETF |
| BROADCOM INC | 1278 | 442411 | COM |
| VANGUARD INDEX FDS | 1399 | 440457 | LARGE CAP ETF |
| CHEVRON CORP NEW COM | 2766 | 421592 | COM |
| VANECK SEMICONDUCTOR ETF | 1149 | 413681 | ETF |
| HOME DEPOT INC | 1182 | 406750 | COM |
| GOLDMAN SACHS GROUP INC | 432 | 379346 | COM |
| VANGUARD INTL EQUITY INDEX FD | 6845 | 367990 | FTSE EMR MKT ETF |
| ISHARES TR | 3556 | 355194 | CORE US AGGBD ET |
| GE VERNOVA INC | 498 | 325530 | COM |
| JPMORGAN CHASE & CO | 888 | 286244 | COM |
| CATERPILLAR INC | 500 | 286233 | COM |
| BERKSHIRE HATHAWAY INC DEL | 559 | 280981 | CL B NEW |
| ISHARES TR | 3110 | 278529 | AGGRES ALLOC ETF |
| JOHNSON & JOHNSON | 1323 | 273727 | COM |
| VANGUARD STAR FDS | 3414 | 257534 | VG TL INTL STK F |
| INVESCO EXCHANGE TRADED FD T | 1320 | 252859 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 9266 | 252139 | SCHWAB FDT US LG |
| QUANTUMSCAPE CORP | 23500 | 244870 | COM |
| VANGUARD MALVERN FDS | 4853 | 240017 | STRM INFPROIDX |
| SALESFORCE INC | 842 | 223054 | COM |
| APPLIED MATLS INC | 852 | 219083 | COM |
| AMGEN INC | 661 | 216192 | COM |
| ABBVIE INC | 946 | 216077 | COM |
| STARBUCKS CORP | 2501 | 210627 | COM |
| VANGUARD INDEX FDS | 331 | 207893 | S&P 500 ETF SHS |
| EXXON MOBIL CORP | 1700 | 204622 | COM |
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