Archvest Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Archvest Wealth Advisors, Inc. disclosed 72 stock positions valued at approximately $172.82M as of quarter-end June 30, 2026. The largest holdings include FLEXSHARES TR, ISHARES TR, and DIMESIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $172.82M
Holdings by Sector
Archvest Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | TDTF | Other | 23.16% | 1,683,680 | +68,383 | +4.23% | $40,021,077 |
| ISHARES TR | IVV | Other | 8.98% | 20,719 | +1,384 | +7.16% | $15,516,150 |
| DIMESIONAL ETF TRUST | DFAI | Other | 8.65% | 362,454 | -27,388 | -7.03% | $14,951,227 |
| VANGUARD INDEX FDS | VNQ | Other | 6.78% | 121,526 | +10,786 | +9.74% | $11,718,716 |
| ISHARES TR | IMTM | Other | 5.68% | 183,959 | -1,030 | -0.56% | $9,810,541 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 4.33% | 89,438 | -8,488 | -8.67% | $7,490,420 |
| ISHARES TR | MTUM | Other | 4.02% | 20,243 | +807 | +4.15% | $6,939,743 |
| APPLE INC | AAPL | Technology | 3.31% | 19,785 | +802 | +4.22% | $5,725,052 |
| VANGUARD INDEX FDS | VTV | Other | 2.69% | 21,359 | +1,233 | +6.13% | $4,654,767 |
| VANGUARD TAX-MANATGED INTL FD | VEA | Other | 1.99% | 48,361 | -8,744 | -15.31% | $3,445,706 |
| NVIDIA CORPORATION | NVDA | Technology | 1.82% | 15,733 | +2,890 | +22.50% | $3,148,026 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 1.79% | 21,764 | -17,035 | -43.91% | $3,088,032 |
| MICROSOFT CORP | MSFT | Technology | 1.40% | 6,481 | +734 | +12.77% | $2,417,458 |
| AMAZON INC | AMZN | Consumer Cyclical | 1.29% | 9,375 | +865 | +10.16% | $2,234,438 |
| ISHARES TR | TIP | Other | 1.26% | 19,845 | +2,860 | +16.84% | $2,171,632 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.13% | 73,790 | +11,047 | +17.61% | $1,955,443 |
| ISHARES TR | IGIB | Other | 1.09% | 35,269 | +310 | +0.89% | $1,875,279 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.06% | 22,194 | -170 | -0.76% | $1,834,365 |
| ALPHABET INC | GOOGL | Communication Services | 1.02% | 4,945 | +992 | +25.09% | $1,767,369 |
| ELI LILLY & CO | LLY | Healthcare | 1.02% | 1,466 | +78 | +5.62% | $1,758,721 |
| VANGUARD INDEX FDS | VTI | Other | 1.01% | 4,701 | +37 | +0.79% | $1,739,482 |
| ALPHABET INC CAP STK | GOOG | Communication Services | 0.98% | 4,799 | +462 | +10.65% | $1,695,509 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.85% | 27,789 | +371 | +1.35% | $1,466,122 |
| INVESCO QQQ TR | QQQ | Other | 0.81% | 1,902 | -13 | -0.68% | $1,400,351 |
| BROADCOM INC | AVGO | Technology | 0.72% | 3,287 | +433 | +15.17% | $1,241,796 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.71% | 22,874 | +40 | +0.18% | $1,235,661 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.65% | 3,988 | +207 | +5.47% | $1,121,328 |
| META PLATFORMS INC | META | Communication Services | 0.60% | 1,848 | +347 | +23.12% | $1,041,139 |
| AMERICAN FINL GROUP INC OHIO | AFG | Financial Services | 0.52% | 6,468 | -788 | -10.86% | $905,123 |
| APPLIED MATLS INC | AMAT | Technology | 0.52% | 1,233 | +84 | +7.31% | $891,175 |
Showing 30 of 72 holdings in the latest reporting period.