Archvest Wealth Advisors, Inc. Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$156.7B

Holdings

65

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (65 positions)

#StockSharesValue% PortfolioType
1
AOKISHARES TR
1,639,598$39.3B25.07%
2
AGGISHARES TR
378,128$14.4B9.20%
3
VEAVANGUARD TAX-MANATGED INTL FD
18,610$12.7B8.13%
4
JPMJPMORGAN CHASE & CO
103,951$9.2B5.87%
5
VWOVANGUARD INTL EQUITY INDEX FD
178,329$8.6B5.46%
6
GSGOLDMAN SACHS GROUP INC
106,457$7.8B5.00%
7
METAMETA PLATFORMS INC
43,694$5.8B3.69%
8
CVXCHEVRON CORP NEW COM
19,863$5.4B3.45%
9
VOOVANGUARD S&P 500 ETF
18,463$4.6B2.95%
10
VCITVANGUARD SCOTTSDALE FDS
19,748$3.8B2.41%
11
RSPINVESCO EXCHANGE TRADED FD T
56,456$3.5B2.25%
12
IGIBISHARES TR
2,261$2.4B1.55%
13
AMATAPPLIED MATLS INC
10,037$2.3B1.48%
14
GOOGLALPHABET INC
4,593$2.2B1.42%
15
BITBBITWISE BITCOIN ETF TRUST
11,275$2.1B1.34%
16
SBUXSTARBUCKS CORP
35,094$1.9B1.21%
17
VTVVANGUARD INDEX FDS
17,057$1.9B1.20%
18
MTUMISHARES TR
21,349$1.8B1.14%
19
DFCFDIMENSIONAL ETF TRUST
63,432$1.7B1.07%
20
SMHVANECK SEMICONDUCTOR ETF
4,862$1.6B1.04%
21
DFAIDIMESIONAL ETF TRUST
33,848$1.5B0.98%
22
AAPLAPPLE INC
4,622$1.4B0.93%
23
FNDFSCHWAB STRATEGIC TR
4,080$1.2B0.77%
24
AMGNAMGEN INC
3,801$1.2B0.76%
25
EFAISHARES TR
23,026$1.1B0.73%
26
FNDXSCHWAB STRATEGIC TR
1,857$1.1B0.73%
27
VEUVANGUARD INTL EQUITY INDEX F
10,625$1.0B0.65%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
6,750$922.0M0.59%
29
GOOGALPHABET INC CAP STK
1,350$891.0M0.57%
30
IWNISHARES TR
12,588$752.0M0.48%
31
AFGAMERICAN FINL GROUP INC OHIO
7,369$736.0M0.47%
32
VNQVANGUARD INDEX FDS
4,392$600.0M0.38%
33
VVVANGUARD INDEX FDS
3,277$593.0M0.38%
34
GBILGOLDMAN SACHS ETF TR
12,035$572.0M0.37%
35
ABBVABBVIE INC COM
2,718$504.0M0.32%
36
JNJJOHNSON & JOHNSON
1,612$496.0M0.32%
37
IVVISHARES TR
532$458.0M0.29%
38
VIGVANGUARD INDEX FDS
11,055$443.0M0.28%
39
HDHOME DEPOT INC
1,278$442.0M0.28%
40
IMTMISHARES TR
1,399$440.0M0.28%
41
TIPISHARES TR
2,766$421.0M0.27%
42
TDTFFLEXSHARES TR
1,149$413.0M0.26%
43
MSFTMICROSOFT CORP
1,182$406.0M0.26%
44
MRSHMARSH & MCLENNAN COS
432$379.0M0.24%
45
VLUEISHARES TR
6,845$367.0M0.23%
46
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
3,556$355.0M0.23%
47
LLYELI LILLY & CO
498$325.0M0.21%
48
IBMINTERNATIONAL BUSINESS MACHS
500$286.0M0.18%
49
NDQINVESCO QQQ TR
888$286.0M0.18%
50
GSLCGOLDMAN SACHS ETF TR
559$280.0M0.18%
51
VXUSVANGUARD STAR FDS
3,110$278.0M0.18%
52
VTIVANGUARD INDEX FDS
1,323$273.0M0.17%
53
GEVGE VERNOVA INC
1,241$272.0M0.17%
54
CRMSALESFORCE INC
3,414$257.0M0.16%
55
SCHPSCHWAB STRATEGIC TR
1,320$252.0M0.16%
56
DXUVDIMENSIONAL ETF TRUST
9,266$252.0M0.16%
57
AVGOBROADCOM INC
23,500$244.0M0.16%
58
QSQUANTUMSCAPE CORP COM
4,853$240.0M0.15%
59
COSTCOSTCO WHSL CORP NEW
842$223.0M0.14%
60
GEGENERAL ELECTRIC CO
852$219.0M0.14%
61
CATCATERPILLAR INC
661$216.0M0.14%
62
AMZNAMAZON INC
946$216.0M0.14%
63
XOMEXXON MOBIL CORP
2,501$210.0M0.13%
64
NVDANVIDIA CORPORATION
331$207.0M0.13%
65
AOAISHARES TR
1,700$204.0M0.13%