Back to Archvest Wealth Advisors, Inc.

Archvest Wealth Advisors, Inc.

Q3 2026 13F filing

Updated 7 days ago

80 disclosed positions worth $199.4M

Portfolio value
$199.4M
Total holdings
80
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-29

Full holdings

Every line item disclosed in Q3 2026

?
1.N/A

FLEXSHARES TR

Value
$38.2M
Shares
1.68M
% Port
19.14%
G

GOLDMAN SACHS ETF TR

Value
$24.9M
Shares
249.1K
% Port
12.51%
E

ISHARES TR

Value
$16.6M
Shares
21.7K
% Port
8.33%
C

DIMESIONAL ETF TRUST

Value
$15.6M
Shares
376.0K
% Port
7.81%
E

ISHARES TR

Value
$10.1M
Shares
191.3K
% Port
5.05%
?
6.N/A

BLACKROCK ETF TRUST II

Value
$8.3M
Shares
165.7K
% Port
4.14%
V

VANGUARD INTL EQUITY INDEX F

Value
$7.3M
Shares
87.8K
% Port
3.65%
A

APPLE INC

Value
$6.7M
Shares
20.2K
% Port
3.38%
E

ISHARES TR

Value
$6.5M
Shares
20.4K
% Port
3.25%
V
10.VGES

VANGUARD INDEX FDS

Value
$4.7M
Shares
21.9K
% Port
2.37%
N
11.NVDA

NVIDIA CORPORATION

Value
$4M
Shares
17.7K
% Port
2.03%
M
12.MSFT

MICROSOFT CORP

Value
$3.6M
Shares
6.9K
% Port
1.78%
V
13.VGES

VANGUARD TAX-MANATGED INTL FD

Value
$3.4M
Shares
47.6K
% Port
1.69%
G

GOLDMAN SACHS ETF TR

Value
$3M
Shares
21.0K
% Port
1.53%
A
15.AMZN

AMAZON INC

Value
$2.6M
Shares
10.4K
% Port
1.29%
B
16.BLK

ISHARES TR

Value
$2.1M
Shares
20.2K
% Port
1.05%
S

SCHWAB STRATEGIC TR

Value
$1.9M
Shares
75.1K
% Port
0.95%
G

ALPHABET INC CAP STK

Value
$1.8M
Shares
5.4K
% Port
0.92%
E
19.ETHA

ISHARES TR

Value
$1.8M
Shares
35.7K
% Port
0.90%
A
20.AVGO

BROADCOM INC

Value
$1.8M
Shares
5.0K
% Port
0.89%
G

ALPHABET INC

Value
$1.8M
Shares
5.1K
% Port
0.89%
V
22.VGES

VANGUARD INDEX FDS

Value
$1.7M
Shares
4.7K
% Port
0.88%
V
23.VGES

VANGUARD SCOTTSDALE FDS

Value
$1.7M
Shares
22.0K
% Port
0.87%
L
24.LLY

ELI LILLY & CO

Value
$1.7M
Shares
1.5K
% Port
0.84%
M
25.META

META PLATFORMS INC

Value
$1.5M
Shares
2.1K
% Port
0.78%
S

SCHWAB STRATEGIC TR

Value
$1.5M
Shares
27.6K
% Port
0.74%
Q
27.QQQ

INVESCO QQQ TR

Value
$1.3M
Shares
1.8K
% Port
0.67%
M
28.MSFT

DIMENSIONAL ETF TRUST

Value
$1.3M
Shares
22.9K
% Port
0.64%
E
29.ETHA

ISHARES TR

Value
$1.2M
Shares
11.2K
% Port
0.59%
I
30.IBM

INTERNATIONAL BUSINESS MACHS

Value
$935K
Shares
4.2K
% Port
0.47%
A
31.AFGE

AMERICAN FINL GROUP INC OHIO

Value
$917K
Shares
6.7K
% Port
0.46%
G
32.GLD

SPDR GOLD TR

Value
$827K
Shares
2.2K
% Port
0.41%
E
33.ETHA

ISHARES TR

Value
$793K
Shares
4.0K
% Port
0.40%
A
34.AMD

ADVANCED MICRO DEVICES INC

Value
$740K
Shares
1.2K
% Port
0.37%
A
35.AMAT

APPLIED MATLS INC

Value
$651K
Shares
1.3K
% Port
0.33%
D
36.DBC

INVESCO DB COMMDY INDX TRCK

Value
$625K
Shares
19.4K
% Port
0.31%
G
37.GE

GENERAL ELECTRIC CO

Value
$581K
Shares
1.9K
% Port
0.29%
C
38.CVX

CHEVRON CORP NEW COM

Value
$579K
Shares
2.8K
% Port
0.29%
E
39.ETHA

ISHARES TR

Value
$567K
Shares
5.5K
% Port
0.28%
H
40.HODL

VANECK ETF TRUST

Value
$563K
Shares
925
% Port
0.28%
G
41.GEV

GE VERNOVA INC

Value
$555K
Shares
584
% Port
0.28%
B
42.BITB

BITWISE BITCOIN ETF TRUST

Value
$554K
Shares
12.2K
% Port
0.28%
M
43.MU

MICRON TECHNOLOGY INC

Value
$522K
Shares
490
% Port
0.26%
C
44.COST

COSTCO WHSL CORP NEW

Value
$509K
Shares
560
% Port
0.26%
V
45.VGES

VANGUARD INDEX FDS

Value
$496K
Shares
1.4K
% Port
0.25%
M
46.MRSH

MARSH & MCLENNAN COS

Value
$494K
Shares
2.9K
% Port
0.25%
J

JPMORGAN CHASE & CO

Value
$490K
Shares
1.5K
% Port
0.25%
B

BERKSHIRE HATHAWAY INC DEL

Value
$463K
Shares
929
% Port
0.23%
G

GOLDMAN SACHS GROUP INC

Value
$431K
Shares
479
% Port
0.22%
H
50.HD

HOME DEPOT INC

Value
$417K
Shares
1.5K
% Port
0.21%