Archvest Wealth Advisors, Inc.

Est. AUM

$155.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FLEXSHARES TR	IBOXX 5 YR TRGT	$38.9M	1615297	25.13%	SOLE
2	DIMESIONAL ETF TRUST	INTL CORE EQT MK	$15.2M	389842	9.80%	SOLE
3	ISHARES TR	CORE S&P 500 ETF	$12.6M	19335	8.15%	SOLE
4	VANGUARD INDEX FDS	REAL ESTATE ETF	$9.8M	110740	6.34%	SOLE
5	ISHARES TR	MSCI INTL MOMENT	$8.9M	184989	5.73%	SOLE
6	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.4M	97926	4.74%	SOLE
7	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$4.9M	38799	3.13%	SOLE
8	APPLE INC	COM	$4.8M	18983	3.11%	SOLE
9	ISHARES TR	MSCI USA MMENTM	$4.7M	19436	3.01%	SOLE
10	VANGUARD INDEX FDS	VALUE ETF	$3.9M	20126	2.55%	SOLE
11	VANGUARD TAX-MANATGED INTL FD	FTSE DEV MKT ETF	$3.7M	57105	2.36%	SOLE
12	NVIDIA CORPORATION	COM	$2.2M	12843	1.45%	SOLE
13	MICROSOFT CORP	COM	$2.1M	5747	1.37%	SOLE
14	ISHARES TR	TIPS BD ETF	$1.9M	16985	1.21%	SOLE
15	ISHARES TR	ISHS 5-10YR INVT	$1.9M	34959	1.20%	SOLE
16	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.9M	22364	1.19%	SOLE
17	SCHWAB STRATEGIC TR	US TIPS ETF	$1.7M	62743	1.08%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4664	0.97%	SOLE
19	SCHWAB STRATEGIC TR	SCHWB FDT INTL LG	$1.3M	27418	0.87%	SOLE
20	ELI LILLY & CO	COM	$1.3M	1388	0.82%	SOLE
21	ALPHABET INC CAP STK	CL C	$1.2M	4337	0.80%	SOLE
22	DIMENSIONAL ETF TRUST	INTERNATIONAL VAL FD	$1.2M	22834	0.78%	SOLE
23	ALPHABET INC	CAP STK CL A	$1.1M	3953	0.73%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$1.1M	1915	0.71%	SOLE
25	AMERICAN FINL GROUP INC OHIO	COM	$927K	7256	0.60%	SOLE
26	INTERNATIONAL BUSINESS MACHS	COM	$916K	3781	0.59%	SOLE
27	BROADCOM INC	COM	$883K	2854	0.57%	SOLE
28	META PLATFORMS INC	CLA	$859K	1501	0.55%	SOLE
29	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$779K	13130	0.50%	SOLE
30	ISHARES TR	RUS 2000 VAL ETF	$599K	3162	0.39%	SOLE
31	COSTCO WHSL CORP NEW	COM	$559K	561	0.36%	SOLE
32	SCHWAB STRATEGIC TR	US LCAP GR ETF	$543K	18643	0.35%	SOLE
33	ISHARES TR	MSCI USA VALUE	$541K	3806	0.35%	SOLE
34	ISHARES TR	MSCI EAFE ETF	$532K	5482	0.34%	SOLE
35	GOLDMAN SACHS ETF TR	ACCES TREASURY	$530K	5285	0.34%	SOLE
36	SCHWAB STRATEGIC TR	US LCAP VA ETF	$526K	17254	0.34%	SOLE
37	GENERAL ELECTRIC CO	COM NEW	$510K	1797	0.33%	SOLE
38	MARSH & MCLENNAN COS	INC	$506K	2918	0.33%	SOLE
39	GE VERNOVA INC	COM	$488K	559	0.31%	SOLE
40	CHEVRON CORP NEW COM	COM	$464K	2242	0.30%	SOLE
41	BITWISE BITCOIN ETF TRUST	SHS BEN INT	$448K	12168	0.29%	SOLE
42	SPDR GOLD TR	GOLD SHS	$433K	1007	0.28%	SOLE
43	VANGUARD INTL EQUITY INDEX FD	FTSE EMR MKT ETF	$421K	7784	0.27%	SOLE
44	VANECK ETF TRUST	SEMICONDUCTR ETF	$421K	1099	0.27%	SOLE
45	VANGUARD INDEX FDS	LARGE CAP ETF	$419K	1402	0.27%	SOLE
46	HOME DEPOT INC	COM	$395K	1201	0.25%	SOLE
47	APPLIED MATLS INC	COM	$393K	1149	0.25%	SOLE
48	GOLDMAN SACHS GROUP INC	COM	$362K	428	0.23%	SOLE
49	ISHARES TR	CONSER ALLOC ETF	$312K	7825	0.20%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPP	$311K	10846	0.20%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.