Archvest Wealth Advisors, Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$114.7B
Holdings
59
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAIDIMESIONAL ETF TRUST | 364,698 | $12.6B | 10.99% | |
| 2 | IVVISHARES TR | 17,148 | $10.6B | 9.28% | |
| 3 | VNQVANGUARD INDEX FDS | 94,459 | $8.4B | 7.33% | |
| 4 | IMTMISHARES TR | 172,039 | $7.9B | 6.85% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 113,999 | $7.7B | 6.68% | |
| 6 | GSLCGOLDMAN SACHS ETF TR | 53,463 | $6.5B | 5.66% | |
| 7 | AAPLAPPLE INC | 24,230 | $5.0B | 4.33% | |
| 8 | AOAISHARES TR | 52,050 | $4.3B | 3.78% | |
| 9 | MTUMISHARES TR | 17,045 | $4.1B | 3.57% | |
| 10 | AOKISHARES TR | 103,050 | $4.0B | 3.51% | |
| 11 | VEAVANGUARD TAX-MANATGED INTL FD | 58,588 | $3.3B | 2.91% | |
| 12 | VTVVANGUARD INDEX FDS | 18,053 | $3.2B | 2.78% | |
| 13 | AMZNAMAZON INC | 10,141 | $2.2B | 1.94% | |
| 14 | MSFTMICROSOFT CORP | 4,430 | $2.2B | 1.92% | |
| 15 | AGGISHARES TR | 17,673 | $1.8B | 1.53% | |
| 16 | LLYELI LILLY & CO | 2,235 | $1.7B | 1.52% | |
| 17 | IGIBISHARES TR | 31,062 | $1.7B | 1.44% | |
| 18 | TIPISHARES TR | 14,897 | $1.6B | 1.43% | |
| 19 | VCITVANGUARD SCOTTSDALE FDS | 18,385 | $1.5B | 1.33% | |
| 20 | SCHPSCHWAB STRATEGIC TR | 55,935 | $1.5B | 1.30% | |
| 21 | NVDANVIDIA CORPORATION | 9,364 | $1.5B | 1.29% | |
| 22 | VTIVANGUARD INDEX FDS | 4,818 | $1.5B | 1.28% | |
| 23 | FNDFSCHWAB STRATEGIC TR | 33,162 | $1.3B | 1.16% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 4,054 | $1.2B | 1.04% | |
| 25 | EFAISHARES TR | 11,889 | $1.1B | 0.93% | |
| 26 | NDQINVESCO QQQ TR | 1,795 | $990.1M | 0.86% | |
| 27 | DFIVDIMENSIONAL ETF TRUST | 22,015 | $942.9M | 0.82% | |
| 28 | XOMEXXON MOBIL CORP | 1,248 | $921.2M | 0.80% | |
| 29 | GBILGOLDMAN SACHS ETF TR | 9,121 | $913.5M | 0.80% | |
| 30 | GOOGALPHABET INC CAP STK | 4,578 | $812.0M | 0.71% | |
| 31 | AFGAMERICAN FINL GROUP INC OHIO | 6,333 | $799.3M | 0.70% | |
| 32 | FNDXSCHWAB STRATEGIC TR | 29,169 | $715.8M | 0.62% | |
| 33 | BITBBITWISE BITCOIN ETF TRUST | 11,732 | $687.4M | 0.60% | |
| 34 | GOOGLALPHABET INC | 3,741 | $659.3M | 0.57% | |
| 35 | MRSHMARSH & MCLENNAN COS | 2,840 | $620.9M | 0.54% | |
| 36 | DFCFDIMENSIONAL ETF TRUST | 13,554 | $572.8M | 0.50% | |
| 37 | BNDVANGUARD BD INDEX FDS | 7,143 | $525.9M | 0.46% | |
| 38 | CALIBLACKROCK ETF TRUST II | 9,972 | $503.1M | 0.44% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 508 | $503.0M | 0.44% | |
| 40 | VLUEISHARES TR | 4,357 | $493.3M | 0.43% | |
| 41 | IWNISHARES TR | 3,122 | $492.5M | 0.43% | |
| 42 | HDHOME DEPOT INC | 1,161 | $425.6M | 0.37% | |
| 43 | GEGENERAL ELECTRIC CO | 1,599 | $411.6M | 0.36% | |
| 44 | VVVANGUARD INDEX FDS | 1,425 | $406.5M | 0.35% | |
| 45 | CVXCHEVRON CORP NEW COM | 2,721 | $389.7M | 0.34% | |
| 46 | SMHVANECK SEMICONDUCTOR ETF | 1,204 | $335.7M | 0.29% | |
| 47 | GSGOLDMAN SACHS GROUP INC | 429 | $303.9M | 0.26% | |
| 48 | VWOVANGUARD INTL EQUITY INDEX FD | 5,281 | $261.2M | 0.23% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 534 | $259.4M | 0.23% | |
| 50 | AOMISHARES TR | 5,615 | $258.5M | 0.23% | |
| 51 | VXUSVANGUARD STAR FDS | 3,685 | $254.6M | 0.22% | |
| 52 | VIGVANGUARD INDEX FDS | 1,241 | $254.0M | 0.22% | |
| 53 | SCZISHARES TR | 3,469 | $252.1M | 0.22% | |
| 54 | RSPINVESCO EXCHANGE TRADED FD T | 1,312 | $238.4M | 0.21% | |
| 55 | JPMJPMORGAN CHASE & CO | 812 | $235.3M | 0.21% | |
| 56 | CRMSALESFORCE INC | 835 | $227.7M | 0.20% | |
| 57 | SBUXSTARBUCKS CORP | 2,382 | $218.3M | 0.19% | |
| 58 | GEVGE VERNOVA INC | 397 | $210.1M | 0.18% | |
| 59 | SCHBSCHWAB STRATEGIC TR | 8,517 | $203.0M | 0.18% |