Archetype Wealth Partners Portfolio Holdings
Archetype Wealth Partners
- $618 Million
- Q2 2024
Archetype Wealth Partners has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $618 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $92.7M, Ishares National Muni Bond ETF with a value of $68.8M, Vanguard Bd Index Fd Inc Total with a value of $60M, Ishares Tr with a value of $58.4M, and Spdr S&P 500 ETF Trust with a value of $53.6M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $600M to 618M.
Archetype Wealth Partners is based out at Houston, TX
Below you can find more details about Archetype Wealth Partners portfolio as well as his latest detailed transactions.