Archetype Wealth Partners Portfolio Holdings

Archetype Wealth Partners

  • $681 Million
  • Q1 2025

Archetype Wealth Partners has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $681 Million distributed in 130 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 $101M, Ishares National Muni Bond ETF with a value of $76.2M, Vanguard Bd Index Fd Inc Total with a value of $62.7M, Ishares Tr with a value of $60.7M, and Spdr S&P 500 ETF Trust with a value of $51.6M.

Examining the 13F form we can see an decrease of $5.72M in the current position value, from $686M to 681M.

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 $681 Million
ETFs: $650 Million
Financial Services: $7.41 Million
Technology: $6.38 Million
Consumer Defensive: $3.39 Million
Energy: $3.24 Million
Communication Services: $2.31 Million
Consumer Cyclical: $2.3 Million
Healthcare: $1.28 Million
Other: $2.13 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 130
  • Current Value $681 Million
  • Prior Value $686 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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