Archvest Wealth Advisors, Inc.
CIK: 0001910174Latest portfolio: $156.7M · Q4 2025
Holdings
65
Total Value
$156.7M
New Positions
65
Closed Positions
0
Top Holdings
View All 65 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AOKISHARES TR | 1,639,598 | $39.3M | 25.07% | NEW | |
| 2 | AGGISHARES TR | 378,128 | $14.4M | 9.20% | NEW | |
| 3 | VEAVANGUARD TAX-MANATGED INTL FD | 18,610 | $12.7M | 8.13% | NEW | |
| 4 | JPMJPMORGAN CHASE & CO | 103,951 | $9.2M | 5.87% | NEW | |
| 5 | VWOVANGUARD INTL EQUITY INDEX FD | 178,329 | $8.6M | 5.46% | NEW | |
| 6 | GSGOLDMAN SACHS GROUP INC | 106,457 | $7.8M | 5.00% | NEW | |
| 7 | METAMETA PLATFORMS INC | 43,694 | $5.8M | 3.69% | NEW | |
| 8 | CVXCHEVRON CORP NEW COM | 19,863 | $5.4M | 3.45% | NEW | |
| 9 | VOOVANGUARD S&P 500 ETF | 18,463 | $4.6M | 2.95% | NEW | |
| 10 | VCITVANGUARD SCOTTSDALE FDS | 19,748 | $3.8M | 2.41% | NEW | |
| 11 | RSPINVESCO EXCHANGE TRADED FD T | 56,456 | $3.5M | 2.25% | NEW | |
| 12 | IGIBISHARES TR | 2,261 | $2.4M | 1.55% | NEW | |
| 13 | AMATAPPLIED MATLS INC | 10,037 | $2.3M | 1.48% | NEW | |
| 14 | GOOGLALPHABET INC | 4,593 | $2.2M | 1.42% | NEW | |
| 15 | BITBBITWISE BITCOIN ETF TRUST | 11,275 | $2.1M | 1.34% | NEW | |
| 16 | SBUXSTARBUCKS CORP | 35,094 | $1.9M | 1.21% | NEW | |
| 17 | VTVVANGUARD INDEX FDS | 17,057 | $1.9M | 1.20% | NEW | |
| 18 | MTUMISHARES TR | 21,349 | $1.8M | 1.14% | NEW | |
| 19 | DFCFDIMENSIONAL ETF TRUST | 63,432 | $1.7M | 1.07% | NEW | |
| 20 | SMHVANECK SEMICONDUCTOR ETF | 4,862 | $1.6M | 1.04% | NEW | |
| 21 | DFAIDIMESIONAL ETF TRUST | 33,848 | $1.5M | 0.98% | NEW | |
| 22 | AAPLAPPLE INC | 4,622 | $1.4M | 0.93% | NEW | |
| 23 | FNDFSCHWAB STRATEGIC TR | 4,080 | $1.2M | 0.77% | NEW | |
| 24 | AMGNAMGEN INC | 3,801 | $1.2M | 0.76% | NEW | |
| 25 | EFAISHARES TR | 23,026 | $1.1M | 0.73% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.929214410127469e+126T)
Technology0.0% ($231621021450406272.0T)
Consumer Cyclical0.0% ($1890.4T)
Healthcare0.0% ($1189.5T)
Communication Services0.0% ($57.8T)
Energy0.0% ($5.4B)
Unknown0.0% ($922.3M)
Industrials0.0% ($219.2M)
Utilities0.0% ($272K)
Consumer Defensive0.0% ($223K)
Filing History
Fund Information
Archvest Wealth Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $156.7M across 65 holdings. The largest position is ISHARES TR (AOK), representing 25.1% of the portfolio. Compared to the previous quarter, the fund opened 65 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.