The Analysis of Archvest Wealth Advisors, Inc.'s Holdings
Currently, Archvest Wealth Advisors, Inc. holds 65 types of securities in its portfolio with a total value $156.7M. In the most recent quarter, they have increased their positions in AOK (+1.6M shares, valued at $39.0M), AGG (+363.5K shares, valued at $13.9M), JPM (+103.1K shares, valued at $9.1M); decreased their positions in IMTM (-176.5K shares, valued at $55.6M), IGIB (-29.8K shares, valued at $32.0M), GSLC (-47.0K shares, valued at $23.6M); initiated new positions in N/A (+18.5K shares, valued at $4.6M), AMAT (+10.0K shares, valued at $2.3M), SBUX (+35.1K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AOK ISHARES TR1.6M shares14112.88%2025-12-312026-02-10
AGG ISHARES TR378.1K shares2486.02%2025-12-312026-02-10 VEA VANGUARD TAX-MANATGED INTL FD18.6K shares-63.59%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO104.0K shares12364.15%2025-12-312026-02-10 VWO VANGUARD INTL EQUITY INDEX FD178.3K shares3628.39%2025-12-312026-02-10 GS GOLDMAN SACHS GROUP INC106.5K shares37253.33%2025-12-312026-02-10 META META PLATFORMS INC43.7K shares3403.93%2025-12-312026-02-10 CVX CHEVRON CORP NEW COM19.9K shares747.40%2025-12-312026-02-10 VCIT VANGUARD SCOTTSDALE FDS19.7K shares1.58%2025-12-312026-02-10 IGIB ISHARES TR2.3K shares-92.95%2025-12-312026-02-10 AMAT APPLIED MATLS INC10.0K sharesnew addition2025-12-312026-02-10 ALPHABET INC ALPHABET INC4.6K shares25.97%2025-12-312026-02-10 BITB BITWISE BITCOIN ETF TRUST11.3K shares-3.36%2025-12-312026-02-10 SBUX STARBUCKS CORP35.1K sharesnew addition2025-12-312026-02-10 VTV VANGUARD INDEX FDS17.1K shares-10.67%2025-12-312026-02-10 MTUM ISHARES TR21.3K shares19.78%2025-12-312026-02-10 DFCF DIMENSIONAL ETF TRUST63.4K shares561.85%2025-12-312026-02-10 SMH VANECK SEMICONDUCTOR ETF4.9K shares303.82%2025-12-312026-02-10 DFAI DIMESIONAL ETF TRUST33.8K shares-91.03%2025-12-312026-02-10 AAPL APPLE INC4.6K shares-78.04%2025-12-312026-02-10 FNDF SCHWAB STRATEGIC TR4.1K shares-87.70%2025-12-312026-02-10 AMGN AMGEN INC3.8K sharesnew addition2025-12-312026-02-10 EFA ISHARES TR23.0K shares116.94%2025-12-312026-02-10 FNDX SCHWAB STRATEGIC TR1.9K shares-79.92%2025-12-312026-02-10 VEU VANGUARD INTL EQUITY INDEX F10.6K shares-90.01%2025-12-312026-02-10 IWN ISHARES TR12.6K shares301.53%2025-12-312026-02-10 AFG AMERICAN FINL GROUP INC OHIO7.4K shares16.34%2025-12-312026-02-10 VNQ VANGUARD INDEX FDS4.4K shares-95.64%2025-12-312026-02-10 VV VANGUARD INDEX FDS3.3K shares129.48%2025-12-312026-02-10 GBIL GOLDMAN SACHS ETF TR12.0K shares207.64%2025-12-312026-02-10 ABBV ABBVIE INC COM2.7K sharesnew addition2025-12-312026-02-10 JNJ JOHNSON & JOHNSON1.6K shares22.12%2025-12-312026-02-10 IVV ISHARES TR532 shares-97.03%2025-12-312026-02-10 VIG VANGUARD INDEX FDS11.1K sharesnew addition2025-12-312026-02-10 HD HOME DEPOT INC1.3K shares70.40%2025-12-312026-02-10 IMTM ISHARES TR1.4K shares-99.21%2025-12-312026-02-10 TIP ISHARES TR2.8K shares-81.97%2025-12-312026-02-10 TDTF FLEXSHARES TR1.1K sharesnew addition2025-12-312026-02-10 MSFT MICROSOFT CORP1.2K shares-68.98%2025-12-312026-02-10 MMC MARSH & MCLENNAN COS432 shares-84.80%2025-12-312026-02-10 VLUE ISHARES TR6.8K shares56.53%2025-12-312026-02-10 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF3.6K shares-26.38%2025-12-312026-02-10 LLY ELI LILLY & CO498 shares-77.32%2025-12-312026-02-10 IBM INTERNATIONAL BUSINESS MACHS500 shares-87.72%2025-12-312026-02-10 GSLC GOLDMAN SACHS ETF TR559 shares-98.82%2025-12-312026-02-10 VXUS VANGUARD STAR FDS3.1K shares-12.79%2025-12-312026-02-10 VTI VANGUARD INDEX FDS1.3K shares-71.47%2025-12-312026-02-10 GEV GE VERNOVA INC1.2K shares153.78%2025-12-312026-02-10 CRM SALESFORCE INC3.4K shares282.74%2025-12-312026-02-10 SCHP SCHWAB STRATEGIC TR1.3K shares-97.69%2025-12-312026-02-10 DXUV DIMENSIONAL ETF TRUST9.3K shares-23.21%2025-12-312026-02-10 BROADCOM INC BROADCOM INC23.5K shares3381.48%2025-12-312026-02-10 QS QUANTUMSCAPE CORP COM4.9K shares-79.35%2025-12-312026-02-10 COST COSTCO WHSL CORP NEW842 shares55.93%2025-12-312026-02-10 CAT CATERPILLAR INC661 shares39.16%2025-12-312026-02-10 AMZN AMAZON INC946 shares-90.52%2025-12-312026-02-10 XOM EXXON MOBIL CORP2.5K sharesnew addition2025-12-312026-02-10 NVDA NVIDIA CORPORATION331 shares-96.13%2025-12-312026-02-10 AOA ISHARES TR1.7K shares-56.83%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available