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

Currently, Archvest Wealth Advisors, Inc. holds 73 types of securities in its portfolio with a total value $172.8M. In the most recent quarter, they have increased their positions in TDTF (+68.4K shares, valued at $1.6M), VNQ (+10.8K shares, valued at $1.0M), N/A (+1.4K shares, valued at $1.0M); decreased their positions in GSLC (-17.0K shares, valued at $2.4M), DFAI (-27.4K shares, valued at $1.1M), VEU (-8.5K shares, valued at $710.9K); initiated new positions in AMD (+1.1K shares, valued at $636.1K), MU (+355 shares, valued at $409.3K), AIQ (+5.0K shares, valued at $326.3K).

1M P&L

+2.7M+1.89%

3M P&L

+1.4M+0.92%

HY P&L

+6.6M+4.69%

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/A124.1M

82.2%

2Consumer Electronics5.7M

3.8%

3Semiconductors4.2M

2.8%

Top Industries by Stock Count

1N/A40 stocks

62.5%

2Semiconductors3 stocks

4.7%

3Drug Manufacturers - General3 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TDTF FLEXSHARES TR1.7M shares4.23%2026-06-302026-07-27

ISHARES TR ISHARES TR20.7K shares7.16%2026-06-302026-07-27

DFAI DIMESIONAL ETF TRUST362.5K shares-7.03%2026-06-302026-07-27

VNQ VANGUARD INDEX FDS121.5K shares9.74%2026-06-302026-07-27

IMTM ISHARES TR184.0K shares-0.56%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F89.4K shares-8.67%2026-06-302026-07-27

MTUM ISHARES TR20.2K shares4.15%2026-06-302026-07-27

AAPL APPLE INC19.8K shares4.22%2026-06-302026-07-27

Sponsored

VTV VANGUARD INDEX FDS21.4K shares6.13%2026-06-302026-07-27

VEA VANGUARD TAX-MANATGED INTL FD48.4K shares-15.31%2026-06-302026-07-27

NVDA NVIDIA CORPORATION15.7K shares22.50%2026-06-302026-07-27

GSLC GOLDMAN SACHS ETF TR21.8K shares-43.91%2026-06-302026-07-27

MSFT MICROSOFT CORP6.5K shares12.77%2026-06-302026-07-27

AMZN AMAZON INC9.4K shares10.16%2026-06-302026-07-27

TIP ISHARES TR19.8K shares16.84%2026-06-302026-07-27

SCHP SCHWAB STRATEGIC TR73.8K shares17.61%2026-06-302026-07-27

Sponsored

IGIB ISHARES TR35.3K shares0.89%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS22.2K shares-0.76%2026-06-302026-07-27

GOOGL ALPHABET INC4.9K shares25.09%2026-06-302026-07-27

LLY ELI LILLY & CO1.5K shares5.62%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K shares0.79%2026-06-302026-07-27

GOOG ALPHABET INC CAP STK4.8K shares10.65%2026-06-302026-07-27

FNDF SCHWAB STRATEGIC TR27.8K shares1.35%2026-06-302026-07-27

QQQ INVESCO QQQ TR1.9K shares-0.68%2026-06-302026-07-27

Sponsored

BROADCOM INC BROADCOM INC3.3K shares15.17%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST22.9K shares0.18%2026-06-302026-07-27

IBM INTERNATIONAL BUSINESS MACHS4.0K shares5.47%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC1.8K shares23.12%2026-06-302026-07-27

AFG AMERICAN FINL GROUP INC OHIO6.5K shares-10.86%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC1.2K shares7.31%2026-06-302026-07-27

DXUV DIMENSIONAL ETF TRUST13.2K shares0.34%2026-06-302026-07-27

GLD SPDR GOLD TR2.2K shares119.86%2026-06-302026-07-27

Sponsored

VLUE ISHARES TR3.8K shares0.00%2026-06-302026-07-27

SMH VANECK ETF TRUST1.1K shares-0.09%2026-06-302026-07-27

GEV GE VERNOVA INC570 shares1.97%2026-06-302026-07-27

GE GENERAL ELECTRIC CO1.8K shares-1.39%2026-06-302026-07-27

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-06-302026-07-27

EFA ISHARES TR5.5K shares0.18%2026-06-302026-07-27

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW606 shares8.02%2026-06-302026-07-27

DBC INVESCO DB COMMDY INDX TRCK19.4K shares105.85%2026-06-302026-07-27

Sponsored

HD HOME DEPOT INC1.4K shares17.40%2026-06-302026-07-27

GBIL GOLDMAN SACHS ETF TR4.9K shares-6.93%2026-06-302026-07-27

VV VANGUARD INDEX FDS1.4K shares0.29%2026-06-302026-07-27

MMC MARSH & MCLENNAN COS2.7K shares-7.30%2026-06-302026-07-27

GS GOLDMAN SACHS GROUP INC421 shares-1.64%2026-06-302026-07-27

MU MICRON TECHNOLOGY INC355 sharesnew addition2026-06-302026-07-27

CVX CHEVRON CORP NEW COM2.5K shares9.77%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL779 shares30.92%2026-06-302026-07-27

Sponsored

BITB BITWISE BITCOIN ETF TRUST12.2K shares0.44%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR10.8K shares-37.38%2026-06-302026-07-27

JPIE J P MORGAN EXCHANGE TRADED F8.1K shares40.02%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.1K shares36.47%2026-06-302026-07-27

VOO VANGUARD INDEX FDS501 shares15.17%2026-06-302026-07-27

AIQ GLOBAL X FDS ARTICIAL5.0K sharesnew addition2026-06-302026-07-27

ABBVIE INC ABBVIE INC1.3K shares32.19%2026-06-302026-07-27

DTCR GLOBAL X FDS DATA CENTER DIG10.4K sharesnew addition2026-06-302026-07-27

Sponsored

SCHG SCHWAB STRATEGIC TR9.3K shares-50.36%2026-06-302026-07-27

FNDX SCHWAB STRATEGIC TR9.8K shares5.97%2026-06-302026-07-27

TSLA TESLA INC709 sharesnew addition2026-06-302026-07-27

CAT CATERPILLAR INC270 shares-30.77%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T1.3K shares-0.61%2026-06-302026-07-27

VXUS VANGUARD STAR FDS3.2K shares-5.59%2026-06-302026-07-27

VIG VANGUARD INDEX FDS1.2K shares-6.12%2026-06-302026-07-27

SBUX STARBUCKS CORP2.6K shares4.51%2026-06-302026-07-27

Sponsored

AOK ISHARES TR6.4K shares-18.38%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON1.0K shares12.78%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX FD4.4K shares-44.08%2026-06-302026-07-27

VTIP VANGUARD MALVERN FDS5.0K shares0.02%2026-06-302026-07-27

IJR ISHARES TR1.6K shares0.00%2026-06-302026-07-27

VGIT VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-06-302026-07-27

AMGN AMGEN INC576 sharesnew addition2026-06-302026-07-27

ORACLE CORP ORACLE CORP1.4K sharesnew addition2026-06-302026-07-27

Sponsored

QS QUANTUMSCAPE CORP23.5K shares0.00%2026-06-302026-07-27

TDTF

FLEXSHARES TR

4.23%

Shares1.7M

Event2026-06-30

Filed2026-07-27

ISHARES TR

7.16%

Shares20.7K

Event2026-06-30

Filed2026-07-27

DFAI

DIMESIONAL ETF TRUST

-7.03%

Shares362.5K

Event2026-06-30

Filed2026-07-27

VNQ

VANGUARD INDEX FDS

9.74%

Shares121.5K

Event2026-06-30

Filed2026-07-27

IMTM

ISHARES TR

-0.56%

Shares184.0K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

-8.67%

Shares89.4K

Event2026-06-30

Filed2026-07-27

MTUM

ISHARES TR

4.15%

Shares20.2K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

4.22%

Shares19.8K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

6.13%

Shares21.4K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANATGED INTL FD

-15.31%

Shares48.4K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

22.50%

Shares15.7K

Event2026-06-30

Filed2026-07-27

GSLC

GOLDMAN SACHS ETF TR

-43.91%

Shares21.8K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

12.77%

Shares6.5K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON INC

10.16%

Shares9.4K

Event2026-06-30

Filed2026-07-27

TIP

ISHARES TR

16.84%

Shares19.8K

Event2026-06-30

Filed2026-07-27

SCHP

SCHWAB STRATEGIC TR

17.61%

Shares73.8K

Event2026-06-30

Filed2026-07-27

IGIB

ISHARES TR

0.89%

Shares35.3K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

-0.76%

Shares22.2K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

25.09%

Shares4.9K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

5.62%

Shares1.5K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.79%

Shares4.7K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC CAP STK

10.65%

Shares4.8K

Event2026-06-30

Filed2026-07-27

FNDF

SCHWAB STRATEGIC TR

1.35%

Shares27.8K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-0.68%

Shares1.9K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

15.17%

Shares3.3K

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

0.18%

Shares22.9K

Event2026-06-30

Filed2026-07-27

IBM

INTERNATIONAL BUSINESS MACHS

5.47%

Shares4.0K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

23.12%

Shares1.8K

Event2026-06-30

Filed2026-07-27

AFG

AMERICAN FINL GROUP INC OHIO

-10.86%

Shares6.5K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

7.31%

Shares1.2K

Event2026-06-30

Filed2026-07-27

DXUV

DIMENSIONAL ETF TRUST

0.34%

Shares13.2K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

119.86%

Shares2.2K

Event2026-06-30

Filed2026-07-27

VLUE

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-27

GEV

GE VERNOVA INC

1.97%

Shares570

Event2026-06-30

Filed2026-07-27

GENERAL ELECTRIC CO

-1.39%

Shares1.8K

Event2026-06-30

Filed2026-07-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

0.18%

Shares5.5K

Event2026-06-30

Filed2026-07-27

COSTCO WHSL CORP NEW

8.02%

Shares606

Event2026-06-30

Filed2026-07-27

DBC

INVESCO DB COMMDY INDX TRCK

105.85%

Shares19.4K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

17.40%

Shares1.4K

Event2026-06-30

Filed2026-07-27

GBIL

GOLDMAN SACHS ETF TR

-6.93%

Shares4.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.29%

Shares1.4K

Event2026-06-30

Filed2026-07-27

MMC

MARSH & MCLENNAN COS

-7.30%

Shares2.7K

Event2026-06-30

Filed2026-07-27

GOLDMAN SACHS GROUP INC

-1.64%

Shares421

Event2026-06-30

Filed2026-07-27

MICRON TECHNOLOGY INC

New

Shares355

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORP NEW COM

9.77%

Shares2.5K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

30.92%

Shares779

Event2026-06-30

Filed2026-07-27

BITB

BITWISE BITCOIN ETF TRUST

0.44%

Shares12.2K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

-37.38%

Shares10.8K

Event2026-06-30

Filed2026-07-27

JPIE

J P MORGAN EXCHANGE TRADED F

40.02%

Shares8.1K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

36.47%

Shares1.1K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

15.17%

Shares501

Event2026-06-30

Filed2026-07-27

AIQ

GLOBAL X FDS ARTICIAL

New

Shares5.0K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

32.19%

Shares1.3K

Event2026-06-30

Filed2026-07-27

DTCR

GLOBAL X FDS DATA CENTER DIG

New

Shares10.4K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

-50.36%

Shares9.3K

Event2026-06-30

Filed2026-07-27

FNDX

SCHWAB STRATEGIC TR

5.97%

Shares9.8K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

New

Shares709

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-30.77%

Shares270

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

-0.61%

Shares1.3K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

-5.59%

Shares3.2K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD INDEX FDS

-6.12%

Shares1.2K

Event2026-06-30

Filed2026-07-27

SBUX

STARBUCKS CORP

4.51%

Shares2.6K

Event2026-06-30

Filed2026-07-27

AOK

ISHARES TR

-18.38%

Shares6.4K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

12.78%

Shares1.0K

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX FD

-44.08%

Shares4.4K

Event2026-06-30

Filed2026-07-27

VTIP

VANGUARD MALVERN FDS

0.02%

Shares5.0K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-27

AMGN

AMGEN INC

New

Shares576

Event2026-06-30

Filed2026-07-27

ORACLE CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-27

QUANTUMSCAPE CORP

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available