Archvest Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Archvest Wealth Advisors, Inc.Investment ActivityArchvest Wealth Advisors, Inc. has $137.95 million in total holdings as of December 31, 2024.Archvest Wealth Advisors, Inc. owns shares of 61 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 18.49% of the portfolio was purchased this quarter.About 34.84% of the portfolio was sold this quarter.This quarter, Archvest Wealth Advisors, Inc. has purchased 73 new stocks and bought additional shares in 34 stocks.Archvest Wealth Advisors, Inc. sold shares of 20 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $24,189,023Dimensional International Core Equity Market ETF $9,506,023Vanguard Emerging Markets Government Bond ETF $7,891,315Vanguard FTSE All-World ex-US ETF $7,816,111Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $7,704,174 Largest New Holdings this Quarter Tesla $210,804 HoldingJohnson & Johnson $210,375 HoldingDimensional Core Fixed Income ETF $209,280 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 282,602 shares (about $8.25M)iShares MSCI Intl Momentum Factor ETF 129,038 shares (about $4.83M)Vanguard Emerging Markets Government Bond ETF 48,862 shares (about $3.09M)iShares Core S&P 500 ETF 3,598 shares (about $2.12M)Vanguard Real Estate ETF 10,747 shares (about $957.34K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 144,244 shares (about $13.98M)Vanguard FTSE All-World ex-US ETF 229,486 shares (about $13.17M)Meta Platforms 15,718 shares (about $9.21M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 25,274 shares (about $2.91M)Vanguard FTSE Developed Markets ETF 50,975 shares (about $2.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArchvest Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$24,189,023$13,977,228 ▼-36.6%249,62917.5%FinanceDFAIDimensional International Core Equity Market ETF$9,506,023$8,251,972 ▲658.0%325,5496.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$7,891,315$3,085,646 ▲64.2%124,9615.7%ETFVEUVanguard FTSE All-World ex-US ETF$7,816,111$13,174,836 ▼-62.8%136,1455.7%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,704,174$2,911,065 ▼-27.4%66,8885.6%ETFVNQVanguard Real Estate ETF$7,442,732$957,344 ▲14.8%83,5515.4%ETFIVViShares Core S&P 500 ETF$7,080,120$2,118,090 ▲42.7%12,0275.1%ETFAAPLApple$6,502,188$232,641 ▲3.7%25,9654.7%Computer and TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$5,583,502$4,826,037 ▲637.1%149,2914.0%ETFIWMiShares Russell 2000 ETF$4,691,202$840,974 ▲21.8%21,2313.4%FinanceAOKiShares Core Conservative Allocation ETF$4,206,103$361,176 ▲9.4%112,7643.0%ETFAOAiShares Core Aggressive Allocation ETF$4,049,189$64,045 ▼-1.6%52,8552.9%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,860,502$739,129 ▲34.8%13,8242.1%ETFVEAVanguard FTSE Developed Markets ETF$2,600,615$2,437,643 ▼-48.4%54,3831.9%ETFVTVVanguard Value ETF$2,387,440$593,220 ▲33.1%14,1021.7%ETFAMZNAmazon.com$1,975,826$459,622 ▲30.3%9,0061.4%Retail/WholesaleMSFTMicrosoft$1,961,864$130,679 ▲7.1%4,6541.4%Computer and TechnologyLLYEli Lilly and Company$1,625,832$3,088 ▲0.2%2,1061.2%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,561,406$14,320 ▲0.9%30,3131.1%ManufacturingTIPiShares TIPS Bond ETF$1,540,379$38,145 ▲2.5%14,4571.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,470,232$16,375 ▲1.1%18,3161.1%ETFSCHPSchwab U.S. TIPS ETF$1,376,868$696,867 ▲102.5%53,3051.0%ETFVTIVanguard Total Stock Market ETF$1,343,555$78,248 ▼-5.5%4,6361.0%ETFGOOGLAlphabet$1,312,039$208,987 ▼-13.7%6,9311.0%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,246,793$13,297 ▲1.1%7,5950.9%ETFEFAiShares MSCI EAFE ETF$1,072,287$43,173 ▼-3.9%14,1820.8%FinanceNVDANVIDIA$990,726$27,662 ▲2.9%7,3780.7%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$990,257$17,236 ▲1.8%29,8180.7%ETFIBMInternational Business Machines$886,752$2,418 ▲0.3%4,0340.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$858,954$903,825 ▼-51.3%11,9450.6%ETFMETAMeta Platforms$851,578$9,205,710 ▼-91.5%1,4540.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$748,032$117,766 ▼-13.6%12,0050.5%ETFQQQInvesco QQQ$722,645$79,215 ▼-9.9%1,4140.5%FinanceIWOiShares Russell 2000 Growth ETF$714,686$6,908 ▲1.0%2,4830.5%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$692,046$361,311 ▼-34.3%6,9260.5%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$677,437$452,501 ▲201.2%28,6080.5%ETFDFIVDimensional International Value ETF$618,082$553,155 ▲852.0%17,4210.4%ETFMMCMarsh & McLennan Companies$603,244$12,107 ▼-2.0%2,8400.4%FinanceGOOGAlphabet$591,025$13,714 ▼-2.3%3,1030.4%Computer and TechnologyBITWISE BITCOIN ETF TRUST$587,419$350,814 ▲148.3%11,5520.4%SHS BEN INTVTIPVanguard Short-Term Inflation-Protected Securities ETF$544,660$605,764 ▼-52.7%11,2490.4%ManufacturingVWOVanguard FTSE Emerging Markets ETF$491,586$115,564 ▼-19.0%11,1620.4%ETFVLUEiShares MSCI USA Value Factor ETF$456,023$1,162 ▲0.3%4,3180.3%ETFIJRiShares Core S&P Small-Cap ETF$407,503$42,398 ▼-9.4%3,5370.3%ETFCOSTCostco Wholesale$393,996$18,325 ▲4.9%4300.3%Retail/WholesaleVVVanguard Large-Cap ETF$389,919$1,888 ▲0.5%1,4460.3%ETFCVXChevron$369,778$5,938 ▲1.6%2,5530.3%Oils/EnergyHDHome Depot$349,725$7,780 ▲2.3%8990.3%Retail/WholesaleCRMSalesforce$279,5000.0%8360.2%Computer and TechnologyAOMiShares Core Moderate Allocation ETF$275,149$16,811 ▲6.5%6,3340.2%ETFVTEBVanguard Tax-Exempt Bond ETF$273,2090.0%5,4500.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$237,8360.0%3,9150.2%ETFVIGVanguard Dividend Appreciation ETF$235,192$107,707 ▼-31.4%1,2010.2%ETFRSPInvesco S&P 500 Equal Weight ETF$229,902$19,275 ▼-7.7%1,3120.2%ETFGEGeneral Electric$223,850$334 ▲0.1%1,3420.2%TransportationSBUXStarbucks$216,857$274 ▲0.1%2,3770.2%Retail/WholesaleVXUSVanguard Total International Stock ETF$214,437$31,408 ▲17.2%3,6390.2%ETFTSLATesla$210,804$210,804 ▲New Holding5220.2%Auto/Tires/TrucksJNJJohnson & Johnson$210,375$210,375 ▲New Holding1,4550.2%MedicalDFCFDimensional Core Fixed Income ETF$209,280$209,280 ▲New Holding5,0710.2%ETFABTAbbott Laboratories$203,1460.0%1,7960.1%MedicalXOMExxon Mobil$0$855,140 ▼-100.0%00.0%Oils/EnergySTIPiShares 0-5 Year TIPS Bond ETF$0$811,472 ▼-100.0%00.0%ETFCMFiShares California Muni Bond ETF$0$381,725 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$234,197 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$222,743 ▼-100.0%00.0%ETFABNBAirbnb$0$203,530 ▼-100.0%00.0%Consumer DiscretionaryPFEPfizer$0$170,631 ▼-100.0%00.0%MedicalVZVerizon Communications$0$156,103 ▼-100.0%00.0%Computer and Technology2023 ETF SERIES TRUST II$0$150,299 ▼-100.0%00.0%GMO US QUALITY ETAT&T$0$118,966 ▼-100.0%00.0%Computer and TechnologyPCGPG&E$0$77,360 ▼-100.0%00.0%UtilitiesPIDInvesco International Dividend Achievers ETF$0$75,639 ▼-100.0%00.0%ManufacturingHPIJohn Hancock Preferred Income Fund$0$63,482 ▼-100.0%00.0%Financial ServicesUBFOUnited Security Bancshares$0$39,709 ▼-100.0%00.0%FinanceGAMCO GLOBAL GOLD NAT RES &$0$19,798 ▼-100.0%00.0%COM SH BEN INTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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