Archvest Wealth Advisors, Inc. Purchases in Q3 2025

Archvest Wealth Advisors, Inc.

  • $110 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.56K
+ 16.68%
$620.67 - $670.08 $1.59M - $1.71M
17.9K $12M
DFAI
Dimensional ETF Tr

ETFs
31.2K
+ 9.01%
$34.05 - $36.55 $1.06M - $1.14M
377K $13.7M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
15.3K
+ 9.4%
$44.58 - $48.01 $682K - $734K
178K $8.52M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.9K
+ 11.92%
$236.25 - $257.69 $449K - $489K
17.8K $4.57M
VNQ
Vanguard Specialized Funds Van

ETFs
11.7K
+ 13.18%
$88.47 - $93.24 $1.04M - $1.09M
101K $9.21M
AFG
American Financial Group Inc

Financial Services
6.33K
New
$122.42 - $145.72 $775K - $923K
6.33K $922K
VTV
Vanguard Value ETF

ETFs
2.24K
+ 13.27%
$175.51 - $186.57 $393K - $417K
19.1K $3.56M
AMZN
Amazon Com Inc

Consumer Cyclical
205
+ 2.1%
$211.65 - $238.24 $43.4K - $48.8K
9.98K $2.19M
QS
Quantum Scape Corp

Consumer Cyclical
23.5K
New
$6.36 - $14.64 $149K - $344K
23.5K $289K
JPM
Jpmorgan Chase & CO

Financial Services
834
New
$282.78 - $316.06 $236K - $264K
834 $263K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.83K
New
$49.78 - $50.75 $240K - $245K
4.83K $244K
FNDF
Schwab Fundamental Intl Large

ETFs
121
+ 0.37%
$39.84 - $43.15 $4.82K - $5.22K
33.2K $1.42M
CAT
Caterpillar Inc

Industrials
475
New
$390.92 - $477.15 $186K - $227K
475 $226K
AVGO
Broadcom Inc.

Technology
675
New
$264.74 - $369.57 $179K - $249K
675 $222K
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.24%
$546.99 - $602.2 $2.19K - $2.41K
1.66K $993K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.54K
New
$23.82 - $25.84 $203K - $221K
8.54K $219K
TSLA
Tesla, Inc.

Consumer Cyclical
466
New
$293.94 - $444.72 $137K - $207K
466 $207K
DFIV
Dimensional ETF Tr

ETFs
1.22K
+ 5.62%
$42.66 - $46.53 $51.9K - $56.6K
22.9K $1.05M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
75
+ 6.64%
$275.84 - $326.36 $20.7K - $24.5K
1.2K $392K
IBM
International Business Machines Corp

Technology
27
+ 0.67%
$234.77 - $292.47 $6.34K - $7.9K
4.07K $1.15M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.35K
+ 4.39%
$52.55 - $54.37 $70.8K - $73.2K
32.1K $1.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
837
+ 4.5%
$81.75 - $84.54 $68.4K - $70.8K
19.4K $1.64M
TIP
Ishares Tr Tips Bd ETF

ETFs
842
+ 5.81%
$109.11 - $111.88 $91.9K - $94.2K
15.3K $1.71M
VLUE
Ishares Msci Usa Value Factor

ETFs
36
+ 0.83%
$111.55 - $125.05 $4.02K - $4.5K
4.37K $546K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.21%
$285.05 - $309.14 $855 - $927
1.43K $439K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.52K
+ 2.73%
$26.44 - $27.1 $40.2K - $41.2K
57.3K $1.54M
JNJ
Johnson & Johnson

Healthcare
17
+ 1.3%
$155.17 - $185.42 $2.64K - $3.15K
1.32K $244K
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.76%
$181.56 - $190.33 $1.82K - $1.9K
1.32K $250K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 6.3%
$915.95 - $994.57 $29.3K - $31.8K
540 $499K
Dimensional Us Vector Equity ETF
12.1K
New
N/A
12.1K $0
Ge Vernova Inc Com
489
New
N/A
489 $0
Ishares Short Term California Muni Active ETF
10.1K
New
N/A
10.1K $0
CRM
Salesforce, Inc.

Technology
57
+ 6.83%
$231.66 - $273.65 $13.2K - $15.6K
892 $211K
LLY
Eli Lilly & CO

Healthcare
62
+ 2.91%
$625.65 - $812.69 $38.8K - $50.4K
2.2K $1.68M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.11%
$196.15 - $217.83 $588 - $653
2.84K $572K
Activity Summary
Buys All Purchases 36 New Holdings 11 Increased Positions 25 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 1
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