Archvest Wealth Advisors, Inc. 13F Holdings
CIK 0001910174 · WALNUT CREEK, CA
As of Sep 30, 2025, Archvest Wealth Advisors, Inc. reported 62 positions worth
CIK 0001910174 · WALNUT CREEK, CA
As of Sep 30, 2025, Archvest Wealth Advisors, Inc. reported 62 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 377,300 | 3.7M | 12.15% |
| ISHARES CORE S&P 500 ETF | IVV | — | 17,895 | 2.0M | 10.61% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 100,750 | $9.2M | 8.16% |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | IMTM | — | 177,922 | $8.5M | 7.55% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 106,409 | $7.6M | 6.73% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 47,554 | $6.2M | 5.49% |
| APPLE INC | AAPL | Technology | 21,046 | $5.4M | 4.75% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 17,824 | $4.6M | 4.05% |
| VANGUARD VALUE INDEX FUND | VTV | — | 19,094 | $3.6M | 3.15% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 51,108 | $3.1M | 2.71% |
| AMAZON.COM INC | AMZN | Equity | 9,976 | $2.2M | 1.94% |
| MICROSOFT CORP | MSFT | Technology | 3,810 | $2.0M | 1.75% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 32,060 | .7M | 1.54% |
| ISHARES TIPS BOND ETF | TIP | — | 15,339 | .7M | 1.51% |
| ELI LILLY & CO | LLY | Healthcare | 2,196 | .7M | 1.48% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 19,440 | .6M | 1.45% |
| NVIDIA CORP | NVDA | Technology | 8,555 | .6M | 1.41% |
| SCHWAB US TIPS ETF | SCHP | — | 57,261 | .5M | 1.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,638 | .5M | 1.35% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 14,622 | .5M | 1.30% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 33,162 | .4M | 1.26% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 4,071 | .1M | 1.02% |
| ALPHABET INC | GOOG | Equity | 4,465 | .1M | 0.96% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 22,852 | .1M | 0.93% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,655 | $993.8K | 0.88% |