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The Analysis of Archvest Wealth Advisors, Inc.'s Holdings & P&L

Currently, Archvest Wealth Advisors, Inc. holds 74 types of securities in its portfolio with a total value $155.0M. In the most recent quarter, they have increased their positions in TDTF (+1.6M shares, valued at $38.9M), DFAI (+356.0K shares, valued at $13.9M), IVV (+18.8K shares, valued at $12.3M); decreased their positions in GS (-106.0K shares, valued at $89.7M), AOK (-1.6M shares, valued at $65.1M), JPM (-103.1K shares, valued at $30.3M); initiated new positions in DFIV (+22.8K shares, valued at $1.2M), SCHG (+18.6K shares, valued at $543.1K), SCHV (+17.3K shares, valued at $526.2K).

1M P&L

+7.1M+2.14%

3M P&L

+8.4M+2.57%

HY P&L

+33.7M+11.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.3M

71.8%

2Banks - Diversified9.2M

6.4%

3Capital Markets7.8M

5.4%

Top Industries by Stock Count

1N/A33 stocks

57.9%

2Drug Manufacturers - General4 stocks

7.0%

3Oil & Gas Integrated2 stocks

3.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TDTF FLEXSHARES TR1.6M shares140482.85%2026-03-312026-05-13

DFAI DIMESIONAL ETF TRUST389.8K shares1051.74%2026-03-312026-05-13

IVV ISHARES TR19.3K shares3534.40%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS110.7K shares2421.40%2026-03-312026-05-13

IMTM ISHARES TR185.0K shares13122.94%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F97.9K shares821.66%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR38.8K shares6840.79%2026-03-312026-05-13

AAPL APPLE INC19.0K shares310.71%2026-03-312026-05-13

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MTUM ISHARES TR19.4K shares-8.96%2026-03-312026-05-13

VTV VANGUARD INDEX FDS20.1K shares17.99%2026-03-312026-05-13

VEA VANGUARD TAX-MANATGED INTL FD57.1K shares206.85%2026-03-312026-05-13

NVDA NVIDIA CORPORATION12.8K shares3780.06%2026-03-312026-05-13

MSFT MICROSOFT CORP5.7K shares386.21%2026-03-312026-05-13

TIP ISHARES TR17.0K shares514.06%2026-03-312026-05-13

IGIB ISHARES TR35.0K shares1446.17%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS22.4K shares13.25%2026-03-312026-05-13

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SCHP SCHWAB STRATEGIC TR62.7K shares4653.26%2026-03-312026-05-13

VTI VANGUARD INDEX FDS4.7K shares252.53%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR27.4K shares572.01%2026-03-312026-05-13

LLY ELI LILLY & CO1.4K shares178.71%2026-03-312026-05-13

ALPHABET INC CAP STK ALPHABET INC CAP STK4.3K shares221.26%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST22.8K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC4.0K shares-13.93%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.9K shares115.65%2026-03-312026-05-13

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AFG AMERICAN FINL GROUP INC OHIO7.3K shares-1.53%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS3.8K shares656.20%2026-03-312026-05-13

BROADCOM INC BROADCOM INC2.9K shares-87.86%2026-03-312026-05-13

META META PLATFORMS INC1.5K shares-96.56%2026-03-312026-05-13

DXUV DIMENSIONAL ETF TRUST13.1K shares41.70%2026-03-312026-05-13

IWN ISHARES TR3.2K shares-74.88%2026-03-312026-05-13

COST COSTCO WHSL CORP NEW561 shares-33.37%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR18.6K sharesnew addition2026-03-312026-05-13

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VLUE ISHARES TR3.8K shares-44.40%2026-03-312026-05-13

EFA ISHARES TR5.5K shares-76.19%2026-03-312026-05-13

GBIL GOLDMAN SACHS ETF TR5.3K shares-56.09%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR17.3K sharesnew addition2026-03-312026-05-13

GENERAL ELECTRIC CO GENERAL ELECTRIC CO1.8K shares110.92%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS2.9K shares575.46%2026-03-312026-05-13

GEV GE VERNOVA INC559 shares-54.96%2026-03-312026-05-13

CVX CHEVRON CORP NEW COM2.2K shares-88.71%2026-03-312026-05-13

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BITB BITWISE BITCOIN ETF TRUST12.2K shares7.92%2026-03-312026-05-13

GLD SPDR GOLD TR1.0K sharesnew addition2026-03-312026-05-13

SMH VANECK ETF TRUST1.1K shares-77.40%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX FD7.8K shares-95.64%2026-03-312026-05-13

VV VANGUARD INDEX FDS1.4K shares-57.22%2026-03-312026-05-13

HD HOME DEPOT INC1.2K shares-6.03%2026-03-312026-05-13

AMAT APPLIED MATLS INC1.1K shares-88.55%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC428 shares-99.60%2026-03-312026-05-13

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AOK ISHARES TR7.8K shares-99.52%2026-03-312026-05-13

SPTI SPDR SERIES TRUST10.8K sharesnew addition2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL595 shares-91.19%2026-03-312026-05-13

CAT CATERPILLAR INC390 shares-41.00%2026-03-312026-05-13

DBC INVESCO DB COMMDY INDX TRCK9.4K sharesnew addition2026-03-312026-05-13

VIG VANGUARD INDEX FDS1.2K shares-88.77%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F5.8K sharesnew addition2026-03-312026-05-13

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VXUS VANGUARD STAR FDS3.4K shares9.84%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS435 shares-97.64%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR9.3K shares400.11%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares-97.66%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS5.0K shares40.35%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO828 shares-99.20%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS3.0K sharesnew addition2026-03-312026-05-13

AOA ISHARES TR2.7K shares58.06%2026-03-312026-05-13

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VMBS VANGUARD SCOTTSDALE FDS4.8K sharesnew addition2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS3.8K sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP2.5K shares-92.86%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON908 shares-43.67%2026-03-312026-05-13

VPL VANGUARD INTL EQUITY INDEX F2.2K sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC963 shares-64.57%2026-03-312026-05-13

IJR ISHARES TR1.6K sharesnew addition2026-03-312026-05-13

WMT WALMART INC1.6K sharesnew addition2026-03-312026-05-13

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AMZN AMAZON INC8.5K shares799.58%2026-03-312026-05-13

QS QUANTUMSCAPE CORP23.5K shares384.24%2026-03-312026-05-13

TDTF

FLEXSHARES TR

140482.85%

Shares1.6M

Event2026-03-31

Filed2026-05-13

DFAI

DIMESIONAL ETF TRUST

1051.74%

Shares389.8K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

3534.40%

Shares19.3K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

2421.40%

Shares110.7K

Event2026-03-31

Filed2026-05-13

IMTM

ISHARES TR

13122.94%

Shares185.0K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

821.66%

Shares97.9K

Event2026-03-31

Filed2026-05-13

GSLC

GOLDMAN SACHS ETF TR

6840.79%

Shares38.8K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

310.71%

Shares19.0K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES TR

-8.96%

Shares19.4K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

17.99%

Shares20.1K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANATGED INTL FD

206.85%

Shares57.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

3780.06%

Shares12.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

386.21%

Shares5.7K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

514.06%

Shares17.0K

Event2026-03-31

Filed2026-05-13

IGIB

ISHARES TR

1446.17%

Shares35.0K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

13.25%

Shares22.4K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

4653.26%

Shares62.7K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

252.53%

Shares4.7K

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB STRATEGIC TR

572.01%

Shares27.4K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

178.71%

Shares1.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK

221.26%

Shares4.3K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

New

Shares22.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-13.93%

Shares4.0K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

115.65%

Shares1.9K

Event2026-03-31

Filed2026-05-13

AFG

AMERICAN FINL GROUP INC OHIO

-1.53%

Shares7.3K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

656.20%

Shares3.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-87.86%

Shares2.9K

Event2026-03-31

Filed2026-05-13