Archvest Wealth Advisors, Inc. Portfolio Holdings

Archvest Wealth Advisors, Inc.

  • $110 Million
  • Q3 2025

Archvest Wealth Advisors, Inc. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $110 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $13.7M, Ishares Core S&P 500 ETF with a value of $12M, Vanguard Specialized Funds Van with a value of $9.21M, Ishares Msci Intl Momentum Fac with a value of $8.52M, and Vanguard Ftse All World Ex Us with a value of $7.59M.

Examining the 13F form we can see an decrease of $10.2M in the current position value, from $120M to 110M.

Below you can find more details about Archvest Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $110 Million
ETFs: $88 Million
Technology: $10.5 Million
Consumer Cyclical: $2.99 Million
Communication Services: $2.89 Million
Financial Services: $1.98 Million
Healthcare: $1.92 Million
Industrials: $698,000
Consumer Defensive: $499,000
Other: $363,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.79B
$289,000 0.26% of portfolio
23,500
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $110 Million
  • Prior Value $120 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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