Archvest Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$155.0M
Q ending 2026-03-31
Prior quarter
$156.7M
Q ending 2025-12-31
Change
-1.1% QoQ · +28.2% YoY
Positions
74
reported holdings
Largest positions
All 74 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Flexshares Tr | TDTF | Shares | $38.9M | 1.6M |
| Dimesional Etf Trust | DFAI | Shares | $15.2M | 390K |
| Ishares Tr | IVV | Shares | $12.6M | 19K |
| Vanguard Index Fds | VNQ | Shares | $9.8M | 111K |
| Ishares Tr | IMTM | Shares | $8.9M | 185K |
| Vanguard Intl Equity Index F | VEU | Shares | $7.4M | 98K |
| Goldman Sachs Etf Tr | GSLC | Shares | $4.9M | 39K |
| Apple Inc | AAPL | Shares | $4.8M | 19K |
| Ishares Tr | MTUM | Shares | $4.7M | 19K |
| Vanguard Index Fds | VTV | Shares | $3.9M | 20K |
| Vanguard Tax-Manatged Intl Fd | VEA | Shares | $3.7M | 57K |
| Nvidia Corporation | NVDA | Shares | $2.2M | 13K |
| Microsoft Corp | MSFT | Shares | $2.1M | 6K |
| Ishares Tr | TIP | Shares | $1.9M | 17K |
| Ishares Tr | IGIB | Shares | $1.9M | 35K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.9M | 22K |
| Schwab Strategic Tr | SCHP | Shares | $1.7M | 63K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Schwab Strategic Tr | FNDF | Shares | $1.3M | 27K |
| Eli Lilly & Co | LLY | Shares | $1.3M | 1K |
| Alphabet Inc Cap Stk | GOOG | Shares | $1.2M | 4K |
| Dimensional Etf Trust | DFIV | Shares | $1.2M | 23K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| American Finl Group Inc Ohio | AFG | Shares | $927K | 7K |
| International Business Machs | IBM | Shares | $916K | 4K |
| Broadcom Inc | AVGO | Shares | $883K | 3K |
| Meta Platforms Inc | META | Shares | $859K | 2K |
| Dimensional Etf Trust | DXUV | Shares | $779K | 13K |
| Ishares Tr | IWN | Shares | $599K | 3K |
| Costco Whsl Corp New | COST | Shares | $559K | 561 |
| Schwab Strategic Tr | SCHG | Shares | $543K | 19K |
| Ishares Tr | VLUE | Shares | $541K | 4K |
| Ishares Tr | EFA | Shares | $532K | 5K |
| Goldman Sachs Etf Tr | GBIL | Shares | $530K | 5K |
| Schwab Strategic Tr | SCHV | Shares | $526K | 17K |
| General Electric Co | GE | Shares | $510K | 2K |
| Marsh & Mclennan Cos | MRSH | Shares | $506K | 3K |
| Ge Vernova Inc | GEV | Shares | $488K | 559 |
| Chevron Corp New Com | CVX | Shares | $464K | 2K |
| Bitwise Bitcoin Etf Trust | BITB | Shares | $448K | 12K |
| Spdr Gold Tr | GLD | Shares | $433K | 1K |
| Vaneck Etf Trust | SMH | Shares | $421K | 1K |
| Vanguard Intl Equity Index Fd | VWO | Shares | $421K | 8K |
| Vanguard Index Fds | VV | Shares | $419K | 1K |
| Home Depot Inc | HD | Shares | $395K | 1K |
| Applied Matls Inc | AMAT | Shares | $393K | 1K |
| Goldman Sachs Group Inc | GS | Shares | $362K | 428 |
| Ishares Tr | AOK | Shares | $312K | 8K |
| Spdr Series Trust | SPTI | Shares | $311K | 11K |
| Vanguard Intl Equity Index F | VGK | Shares | $289K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $285K | 595 |
| Caterpillar Inc | CAT | Shares | $276K | 390 |
| Invesco Db Commdy Indx Trck | DBC | Shares | $272K | 9K |
| Vanguard Index Fds | VIG | Shares | $267K | 1K |
| J P Morgan Exchange Traded F | JPIE | Shares | $267K | 6K |
| Vanguard Star Fds | VXUS | Shares | $263K | 3K |
| Vanguard Index Fds | VOO | Shares | $260K | 435 |
| Schwab Strategic Tr | FNDX | Shares | $259K | 9K |
| Invesco Exchange Traded Fd T | RSP | Shares | $253K | 1K |
| Vanguard Malvern Fds | VTIP | Shares | $249K | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $243K | 828 |
| Vanguard Scottsdale Fds | VCSH | Shares | $240K | 3K |
| Ishares Tr | AOA | Shares | $238K | 3K |
| Vanguard Scottsdale Fds | VMBS | Shares | $227K | 5K |
| Vanguard Scottsdale Fds | VGIT | Shares | $226K | 4K |
| Starbucks Corp | SBUX | Shares | $224K | 3K |
| Johnson & Johnson | JNJ | Shares | $222K | 908 |
| Vanguard Intl Equity Index F | VPL | Shares | $211K | 2K |
| Abbvie Inc | ABBV | Shares | $209K | 963 |
| Ishares Tr | IJR | Shares | $204K | 2K |
| Walmart Inc | WMT | Shares | $203K | 2K |
| Amazon Inc | AMZN | Shares | $177K | 9K |
| Quantumscape Corp | QS | Shares | $150K | 24K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.