Archetype Wealth Partners Portfolio Holdings

Archetype Wealth Partners

  • $721 Million
  • Q2 2025

Archetype Wealth Partners has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $721 Million distributed in 133 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 $107M, Ishares Tr with a value of $72.1M, Ishares National Muni Bond ETF with a value of $68.1M, Vanguard Bd Index Fd Inc Total with a value of $61.6M, and Ishares Barclays with a value of $52.4M.

Examining the 13F form we can see an increase of $40.1M in the current position value, from $681M to 721M.

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 $721 Million
ETFs: $682 Million
Technology: $8.58 Million
Financial Services: $7.36 Million
Consumer Defensive: $4.2 Million
Energy: $3.26 Million
Communication Services: $2.72 Million
Consumer Cyclical: $2.67 Million
Healthcare: $1.24 Million
Other: $2.57 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 133
  • Current Value $721 Million
  • Prior Value $681 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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