Archetype Wealth Partners Portfolio Holdings

Archetype Wealth Partners

  • $785 Million
  • Q3 2025

Archetype Wealth Partners has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $785 Million distributed in 168 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 $113M, Ishares Tr with a value of $87.8M, Ishares Barclays with a value of $54.9M, Spdr S&P 500 ETF Trust with a value of $53.8M, and Ishares National Muni Bond ETF with a value of $51.9M.

Examining the 13F form we can see an increase of $64.5M in the current position value, from $721M to 785M.

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.

Portfolio value $785 Million
ETFs: $717 Million
Technology: $19.9 Million
Financial Services: $11.2 Million
Consumer Cyclical: $5.7 Million
Communication Services: $5.65 Million
Consumer Defensive: $4.62 Million
Energy: $3.85 Million
Healthcare: $3.26 Million
Other: $4.08 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $785 Million
  • Prior Value $721 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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