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Archvest Wealth Advisors, Inc.

Q2 2025 · Filed 2025-08-12
Market Value
$115M
-5.1%
Holdings
68
+2
New Purchases
5
Added To
34
Closed
9
Reduced
15
Top 10 Concentration
62.0%
Turnover
20.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 9.28% 7.13% +2.15% $11M
DFAI 10.99% 8.94% +2.05% $13M
IMTM 6.85% 5.37% +1.48% $8M
MTUM 3.57% 2.66% +0.91% $4M
AFG 0.70% 0.00% +0.70% $799K
VNQ 7.33% 6.67% +0.66% $8M
XOM 0.80% 0.17% +0.63% $921K
GSLC 5.66% 5.04% +0.62% $6M
MSFT 1.92% 1.34% +0.58% $2M
NVDA 1.29% 0.79% +0.50% $1M
VEA 2.91% 2.44% +0.47% $3M
AOA 3.78% 3.33% +0.45% $4M
CALI 0.44% 0.00% +0.44% $503K
AMZN 1.94% 1.54% +0.40% $2M
VTV 2.78% 2.41% +0.37% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VWOB 0.00% 6.23% -6.23% $0
XSMO 0.00% 4.00% -4.00% $0
AGG 1.53% 3.35% -1.82% $2M
META 0.00% 0.55% -0.55% $0
IJH 0.00% 0.55% -0.55% $0
IWM 0.00% 0.52% -0.52% $0
IWO 0.00% 0.48% -0.48% $0
IWN 0.43% 0.90% -0.47% $492K
GOOGL 0.57% 0.94% -0.37% $659K
IJR 0.00% 0.27% -0.27% $0
AAPL 4.33% 4.57% -0.23% $5M
JNJ 0.00% 0.18% -0.18% $0
ABT 0.00% 0.18% -0.18% $0
VWO 0.23% 0.38% -0.15% $261K
MMC 0.54% 0.57% -0.03% $621K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 26 $39M 34.3%
Large Cap 33 $57M 49.5%
Mid Cap 6 $14M 12.0%
Small Cap 2 $4M 3.7%
Micro Cap 1 $503K 0.4%

Portfolio Analytics

Avg Market Cap
$565.1B
Median Market Cap
$97.5B
Avg P/E
29.1
Median P/E
26.4
Avg Dividend Yield
0.01%
Avg Beta
0.99
# Stocks
24
# ETFs / Funds
44

Top Holdings (68 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DFAI 10.99% 364,698 $13M $34.57 $2M +18,576 +5.4%
2 IVV 9.28% 17,148 $11M $620.91 $2M +1,811 +11.8%
3 VNQ 7.33% 94,459 $8M $89.06 $353K +5,443 +6.1%
4 IMTM 6.85% 172,039 $8M $45.69 $1M +9,407 +5.8%
5 VEU 6.68% 113,999 $8M $67.22 -$46K -13,093 -10.3%
6 GSLC 5.66% 53,463 $6M $121.38 $399K -1,867 -3.4%
7 AAPL 4.33% 24,230 $5M $205.17 -$547K -611 -2.5%
8 AOA 3.78% 52,050 $4M $83.40 $311K -624 -1.2%
9 MTUM 3.57% 17,045 $4M $240.32 $877K +1,120 +7.0%
10 AOK 3.51% 103,050 $4M $39.07 $138K -287 -0.3%
11 VEA 2.91% 58,588 $3M $57.01 $390K +558 +1.0%
12 VTV 2.78% 18,053 $3M $176.74 $279K +1,196 +7.1%
13 AMZN 1.94% 10,141 $2M $219.39 $366K +370 +3.8%
14 MSFT 1.92% 4,430 $2M $497.42 $585K +118 +2.7%
15 AGG 1.53% 17,673 $2M $99.20 -$2M -23,245 -56.8%
16 LLY 1.52% 2,235 $2M $779.62 -$20K +101 +4.7%
17 IGIB 1.44% 31,062 $2M $53.29 $42K +349 +1.1%
18 TIP 1.43% 14,897 $2M $110.04 $29K +400 +2.8%
19 VCIT 1.33% 18,385 $2M $82.92 $4K -218 -1.2%
20 SCHP 1.30% 55,935 $1M $26.68 -$6K +196 +0.3%
21 NVDA 1.29% 9,364 $1M $157.99 $526K +563 +6.4%
22 VTI 1.28% 4,818 $1M $303.93 $142K +8 +0.2%
23 FNDF 1.16% 33,162 $1M $40.02 $133K +121 +0.4%
24 IBM 1.04% 4,054 $1M $294.75 $189K +10 +0.2%
25 EFA 0.93% 11,889 $1M $89.39 $55K -441 -3.6%
26 QQQ 0.86% 1,795 $990K $551.61 $216K +144 +8.7%
27 DFIV 0.82% 22,015 $943K $42.83 $91K +379 +1.8%
28 XOM 0.80% 1,248 $921K $738.18 $716K -482 -27.9%
29 GBIL 0.80% 9,121 $913K $100.15 $91K +916 +11.2%
30 GOOG 0.71% 4,578 $812K $177.38 $107K +64 +1.4%
31 AFG 0.70% 6,333 $799K $126.21 +6,333 NEW
32 FNDX 0.62% 29,169 $716K $24.54 $30K +106 +0.4%
33 BITB 0.60% 11,732 $687K $58.59 $163K +38 +0.3%
34 GOOGL 0.57% 3,741 $659K $176.23 -$481K -3,631 -49.2%
35 MMC 0.54% 2,840 $621K $218.64 -$72K
36 DFCF 0.50% 13,554 $573K $42.26 $37K +809 +6.3%
37 BND 0.46% 7,143 $526K $73.63 -$51K -712 -9.1%
38 CALI 0.44% 9,972 $503K $50.45 +9,972 NEW
39 COST 0.44% 508 $503K $990.07 $22K
40 VLUE 0.43% 4,357 $493K $113.21 $31K +20 +0.5%
41 IWN 0.43% 3,122 $492K $157.74 -$595K -4,084 -56.7%
42 HD 0.37% 1,161 $426K $366.58 $5K +14 +1.2%
43 GE 0.36% 1,599 $412K $257.40 $92K +3 +0.2%
44 VV 0.35% 1,425 $406K $285.24 $40K
45 CVX 0.34% 2,721 $390K $143.20 -$27K +230 +9.2%
46 SMH 0.29% 1,204 $336K $278.80 $97K +75 +6.6%
47 GS 0.26% 429 $304K $708.38 $81K +22 +5.4%
48 VWO 0.23% 5,281 $261K $49.46 -$199K -4,896 -48.1%
49 BRK-B 0.23% 534 $259K $485.77 -$7K +33 +6.6%
50 AOM 0.23% 5,615 $259K $46.04 $19K +150 +2.7%
51 VXUS 0.22% 3,685 $255K $69.09 $28K +38 +1.0%
52 VIG 0.22% 1,241 $254K $204.67 $2K -60 -4.6%
53 SCZ 0.22% 3,469 $252K $72.68 $21K -175 -4.8%
54 RSP 0.21% 1,312 $238K $181.74 $11K
55 JPM 0.21% 812 $235K $289.76 +812 NEW
56 CRM 0.20% 835 $228K $272.69 $4K
57 SBUX 0.19% 2,382 $218K $91.65 -$15K +3 +0.1%
58 GEV 0.18% 397 $210K $529.22 +397 NEW
59 SCHB 0.18% 8,517 $203K $23.83 +8,517 NEW
60 IJH —% -$661K -11,322 -100.0% SOLD
61 ABT —% -$212K -1,596 -100.0% SOLD
62 XSMO —% -$5M -77,091 -100.0% SOLD
63 IJR —% -$325K -3,112 -100.0% SOLD
64 META —% -$670K -1,163 -100.0% SOLD
65 VWOB —% -$8M -117,217 -100.0% SOLD
66 IWO —% -$575K -2,249 -100.0% SOLD
67 JNJ —% -$216K -1,303 -100.0% SOLD
68 IWM —% -$624K -3,128 -100.0% SOLD

New Positions

SymbolValue% Port
AFG $799K 0.70%
CALI $503K 0.44%
JPM $235K 0.21%
GEV $210K 0.18%
SCHB $203K 0.18%

Sold Out Positions

SymbolValue% Port
ABT —%
JNJ —%
META —%
IWM —%
VWOB —%
IJH —%
XSMO —%
IJR —%
IWO —%
View SEC EDGAR Filings for Archvest Wealth Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms