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Latest Archvest Wealth Advisors, Inc. Stock Portfolio

$172Million | No. of Holdings #73

Archvest Wealth Advisors, Inc. Performance

2026 Q2+9.35%
YTD+6.71%
2025+16.52%

About Archvest Wealth Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Archvest Wealth Advisors, Inc. reported an equity portfolio of $172.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Archvest Wealth Advisors, Inc. are ASET, IJR, DFAC. The fund has invested 23.2% of it's portfolio in FLEXSHARES TR and 9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (IJR), SPDR SERIES TRUST (BIL) and VANGUARD INTL EQUITY INDEX F (VEU) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD INTL EQUITY INDEX FD (VEU) and GOLDMAN SACHS ETF TR (GBIL). Archvest Wealth Advisors, Inc. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), MICRON TECHNOLOGY INC (MU) and GLOBAL X FDS ARTICIAL (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), INVESCO DB COMMDY INDX TRCK (DBC) and J P MORGAN EXCHANGE TRADED F (BBAX).
Archvest Wealth Advisors, Inc. Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$172Million
  as of Jul 27, 2026

Archvest Wealth Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Archvest Wealth Advisors, Inc. made a return of 9.35% in the last quarter. In trailing 12 months, it's portfolio return was 14.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc636,096
micron technology inc409,323
global x fds articial 326,279
global x fds data center dig 315,575
tesla inc298,205
amgen inc208,542
oracle corp203,960
New stocks bought by Archvest Wealth Advisors, Inc.

Additions

Ticker% Inc.
spdr gold tr119
invesco db commdy indx trck105
j p morgan exchange traded f40.02
jpmorgan chase & co36.47
abbvie inc32.19
berkshire hathaway inc del30.92
alphabet inc25.09
meta platforms inc23.12
Additions to existing portfolio by Archvest Wealth Advisors, Inc.

Reductions

Ticker% Reduced
schwab strategic tr-50.36
vanguard intl equity index fd-44.08
goldman sachs etf tr-43.91
schwab strategic tr-37.38
caterpillar inc-30.77
ishares tr-18.38
vanguard tax-manatged intl fd-15.31
american finl group inc ohio-10.86
Archvest Wealth Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-310,846
vanguard scottsdale fds-227,050
vanguard intl equity index f-288,532
ishares tr-599,489
vanguard scottsdale fds-240,188
ishares tr-237,770
vanguard intl equity index f-211,390
walmart inc-203,379
Archvest Wealth Advisors, Inc. got rid off the above stocks

Sector Distribution

Archvest Wealth Advisors, Inc. has about 82.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
Sector%
Others82.4
Technology9.1
Communication Services2.6
Consumer Cyclical2
Healthcare1.5
Financial Services1.2

Market Cap. Distribution

Archvest Wealth Advisors, Inc. has about 17.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED82.4
MEGA-CAP16.4
LARGE-CAP1.1

Stocks belong to which Index?

About 17% of the stocks held by Archvest Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others83
S&P 50017
Top 5 Winners (%)%
AMZN
amazon inc
671.9 %
AMAT
applied matls inc
103.7 %
AFK
vaneck etf trust
71.0 %
CAT
caterpillar inc
42.7 %
IBCE
ishares tr
41.6 %
Top 5 Winners ($)$
IBCE
ishares tr
2.0 M
AMZN
amazon inc
1.9 M
IJR
ishares tr
1.9 M
ACWF
ishares tr
1.0 M
VB
vanguard index fds
0.9 M
Top 5 Losers (%)%
CVX
chevron corp new com
-19.2 %
bitwise bitcoin etf trust
-13.4 %
GLD
spdr gold tr
-10.9 %
DBC
invesco db commdy indx trck
-6.0 %
COST
costco whsl corp new
-5.9 %
Top 5 Losers ($)$
ASET
flexshares tr
-0.6 M
GLD
spdr gold tr
-0.1 M
CVX
chevron corp new com
-0.1 M
bitwise bitcoin etf trust
-0.1 M
COST
costco whsl corp new
0.0 M

Archvest Wealth Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Archvest Wealth Advisors, Inc.

Archvest Wealth Advisors, Inc. has 73 stocks in it's portfolio. About 69.6% of the portfolio is in top 10 stocks. ASET proved to be the most loss making stock for the portfolio. IBCE was the most profitable stock for Archvest Wealth Advisors, Inc. last quarter.

$172.82MTotal Value
81.00Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Archvest Wealth Advisors, Inc., last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Archvest Wealth Advisors, Inc.'s holding in Ishares Tr over time
1.08%35,269
$1.88M
1.08%
increased 0.89 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Archvest Wealth Advisors, Inc.'s holding in Ishares Tr over time
5.68%183,959
$9.81M
5.68%
decreased 0.56 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Archvest Wealth Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.42%1,098
$720.0K
0.42%
decreased 0.09 percentreduced
AGNG
Global X Fds Articial

Global X Fds Articial

AGNG
Archvest Wealth Advisors, Inc.'s holding in Global X Fds Articial over time
0.19%4,973
$326.3K
0.19%
new position
AGNG
Global X Fds Data Center Dig

Global X Fds Data Center Dig

AGNG
Archvest Wealth Advisors, Inc.'s holding in Global X Fds Data Center Dig over time
0.18%10,391
$315.6K
0.18%
new position
AOA
Ishares Tr

Ishares Tr

AOA
Archvest Wealth Advisors, Inc.'s holding in Ishares Tr over time
0.15%6,387
$264.9K
0.15%
decreased 18.38 percentreduced
AOA
Ishares Tr

Ishares Tr

AOA
Archvest Wealth Advisors, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ASET
Flexshares Tr

Flexshares Tr

ASET
Archvest Wealth Advisors, Inc.'s holding in Flexshares Tr over time
23.16%1,683,680
$40.02M
23.16%
increased 4.23 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Archvest Wealth Advisors, Inc.'s holding in J P Morgan Exchange Traded F over time
0.22%8,100
$373.0K
0.22%
increased 40.02 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Archvest Wealth Advisors, Inc.'s holding in Spdr Series Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Archvest Wealth Advisors, Inc.'s holding in Vanguard Scottsdale Fds over time
1.06%22,194
$1.83M
1.06%
decreased 0.76 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Archvest Wealth Advisors, Inc.'s holding in Vanguard Scottsdale Fds over time
0.13%3,799
$224.1K
0.13%
unchanged 0 percentunchanged