Archvest Wealth Advisors, Inc.
CIK: 0001910174SEC EDGAR →
Portfolio Value
$156.7M
Holdings
65
As of
Q4 2025
New Positions
65
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,639,598 | $39.3M | 25.07% |
| 2 | ISHARES TR | 378,128 | $14.4M | 9.20% |
| 3 | VANGUARD TAX-MANATGED INTL FD | 18,610 | $12.7M | 8.13% |
| 4 | JPMORGAN CHASE & CO | 103,951 | $9.2M | 5.87% |
| 5 | VANGUARD INTL EQUITY INDEX FD | 178,329 | $8.6M | 5.46% |
| 6 | GOLDMAN SACHS GROUP INC | 106,457 | $7.8M | 5.00% |
| 7 | META PLATFORMS INC | 43,694 | $5.8M | 3.69% |
| 8 | CHEVRON CORP NEW COM | 19,863 | $5.4M | 3.45% |
| 9 | VANGUARD S&P 500 ETF | 18,463 | $4.6M | 2.95% |
| 10 | VANGUARD SCOTTSDALE FDS | 19,748 | $3.8M | 2.41% |
Quarterly Changes
New Positions (65)
$39.3M · 1.6M shares
$14.4M · 378K shares
$12.7M · 19K shares
$9.2M · 104K shares
$8.6M · 178K shares
$7.8M · 106K shares
$5.8M · 44K shares
$5.4M · 20K shares
$4.6M · 18K shares
$3.8M · 20K shares
$3.5M · 56K shares
$2.4M · 2K shares
$2.3M · 10K shares
$2.2M · 5K shares
$2.1M · 11K shares
$1.9M · 35K shares
$1.9M · 17K shares
$1.8M · 21K shares
$1.7M · 63K shares
$1.6M · 5K shares
$1.5M · 34K shares
$1.4M · 5K shares
$1.2M · 4K shares
$1.2M · 4K shares
$1.1M · 23K shares
$1.1M · 2K shares
$1.0M · 11K shares
$922K · 7K shares
$891K · 1K shares
$752K · 13K shares
$736K · 7K shares
$600K · 4K shares
$593K · 3K shares
$572K · 12K shares
$504K · 3K shares
$496K · 2K shares
$458K · 532 shares
$443K · 11K shares
$442K · 1K shares
$440K · 1K shares
$421K · 3K shares
$413K · 1K shares
$406K · 1K shares
$379K · 432 shares
$367K · 7K shares
$355K · 4K shares
$325K · 498 shares
$286K · 500 shares
$286K · 888 shares
$280K · 559 shares
$278K · 3K shares
$273K · 1K shares
$272K · 1K shares
$257K · 3K shares
$252K · 1K shares
$252K · 9K shares
$244K · 24K shares
$240K · 5K shares
$223K · 842 shares
$219K · 852 shares
$216K · 661 shares
$216K · 946 shares
$210K · 3K shares
$207K · 331 shares
$204K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $127.5M | 81.4% |
| Communication Services | 3 | $8.9M | 5.7% |
| Technology | 8 | $7.3M | 4.6% |
| Energy | 2 | $5.6M | 3.6% |
| Consumer Cyclical | 4 | $2.8M | 1.8% |
| Healthcare | 4 | $2.5M | 1.6% |
| Unknown | 2 | $1.2M | 0.8% |
| Industrials | 2 | $435K | 0.3% |
| Utilities | 1 | $272K | 0.2% |
| Consumer Defensive | 1 | $223K | 0.1% |