Archvest Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.04M |
| 2 |
American Financial Group
AFG
|
+$792K |
| 3 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$609K |
| 4 |
CALI
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
|
+$501K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$480K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$7.53M |
| 2 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$4.84M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.28M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$829K |
| 5 |
Meta Platforms (Facebook)
META
|
+$670K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.78% |
| 2 | Consumer Discretionary | 2.5% |
| 3 | Financials | 1.93% |
| 4 | Healthcare | 1.52% |
| 5 | Communication Services | 1.28% |
Similar funds
Archvest Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Archvest Wealth Advisors held 68 positions worth $115M, down 5.1% from $121M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Archvest Wealth Advisors withdrew a net $15.2M in Q2 2025, closing 9 positions and reducing 15 holdings. Its most notable exit was Vanguard Emerging Markets Government Bond ETF, an estimated $7.53M position sold in full.
By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 7.7% a quarter earlier, followed by Consumer Discretionary and Financials.
Against the trend, Archvest Wealth Advisors opened a new position in American Financial Group worth $799K.
- Archvest Wealth Advisors's largest Q2 2025 buy was American Financial Group: 6,333 shares worth $799K.
- Archvest Wealth Advisors added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $1.04M increase.
- Archvest Wealth Advisors's biggest Q2 2025 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.28M.
- Archvest Wealth Advisors fully exited Vanguard Emerging Markets Government Bond ETF in Q2 2025, selling an estimated $7.53M.
- Archvest Wealth Advisors's ten largest holdings make up 62% of its $115M portfolio in Q2 2025.
- Archvest Wealth Advisors opened 5 new positions and closed 9 in Q2 2025.
- Archvest Wealth Advisors's portfolio value fell 5.1% quarter-over-quarter to $115M.
Based on Archvest Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.