Archvest Wealth Advisors, Inc. Portfolio Holdings

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025

Archvest Wealth Advisors, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $10.8M, Ishares Core S&P 500 ETF with a value of $8.62M, Vanguard Specialized Funds Van with a value of $8.06M, Vanguard Ftse All World Ex Us with a value of $7.71M, and Vanguard Emerging Mkts Govt Bd with a value of $7.31M.

Examining the 13F form we can see an decrease of $17.2M in the current position value, from $137M to 120M.

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

Portfolio value $120 Million
ETFs: $101 Million
Technology: $9.32 Million
Communication Services: $2.52 Million
Consumer Cyclical: $2.51 Million
Healthcare: $2.19 Million
Financial Services: $1.18 Million
Energy: $621,000
Consumer Defensive: $480,000
Other: $319,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $120 Million
  • Prior Value $137 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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