Archvest Wealth Advisors, Inc.
Net buyer this quarter
$173M
39
+$4.93M
13.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $5.73M | 3.31% | 0.00% | +4.2% | Q4 2021 |
 NVDA | $3.15M | 1.82% | 0.00% | +22.5% | Q4 2023 |
 MSFT | $2.42M | 1.40% | 0.00% | +12.8% | Q4 2021 |
 AMZN | $2.23M | 1.29% | 0.00% | +10.2% | Q4 2021 |
 GOOGL | $1.77M | 1.02% | 0.00% | +25.1% | Q4 2021 |
 LLY | $1.76M | 1.02% | 0.00% | +5.6% | Q1 2024 |
| GOOG | $1.7M | 0.98% | Not reported | +10.7% | Q4 2022 |
 FNDF | $1.47M | 0.85% | Not reported | +1.4% | Q4 2021 |
 QQQ | $1.4M | 0.81% | Not reported | -0.7% | Q4 2021 |
 AVGO | $1.24M | 0.72% | 0.00% | +15.2% | Q3 2025 |
 IBM | $1.12M | 0.65% | 0.00% | +5.5% | Q1 2024 |
 META | $1.04M | 0.60% | Not reported | +23.1% | Q4 2021 |
 AFG | $905K | 0.52% | 0.01% | -10.9% | Q2 2025 |
 AMAT | $891K | 0.52% | 0.00% | +7.3% | Q4 2025 |
 GLD | $816K | 0.47% | 0.00% | +119.9% | Q1 2026 |
 VLUE | $760K | 0.44% | Not reported | Not reported | Q4 2021 |
 SMH | $720K | 0.42% | Not reported | -0.1% | Q1 2025 |
 GEV | $670K | 0.39% | 0.00% | +2.0% | Q2 2024 |
 GE | $662K | 0.38% | 0.00% | -1.4% | Q1 2024 |
 AMD | $636K | 0.37% | 0.00% | New | Q2 2026 |
 COST | $567K | 0.33% | 0.00% | +8.0% | Q1 2022 |
| DBC | $516K | 0.30% | 0.03% | +105.9% | Q1 2026 |
 HD | $497K | 0.29% | 0.00% | +17.4% | Q3 2022 |
 MRSH | $451K | 0.26% | 0.00% | -7.3% | Q4 2021 |
 GS | $426K | 0.25% | 0.00% | -1.6% | Q1 2025 |
 MU | $409K | 0.24% | 0.00% | New | Q2 2026 |
 CVX | $408K | 0.24% | 0.00% | +9.8% | Q3 2022 |
 BRK.B | $390K | 0.23% | Not reported | +30.9% | Q4 2021 |
 BITB | $389K | 0.23% | 0.02% | +0.4% | Q4 2024 |
 JPM | $370K | 0.21% | 0.00% | +36.5% | Q2 2025 |
 AIQ | $326K | 0.19% | 0.05% | New | Q2 2026 |
 ABBV | $320K | 0.19% | 0.00% | +32.2% | Q4 2025 |
 TSLA | $298K | 0.17% | 0.00% | Not reported | Q4 2021 |
 CAT | $287K | 0.17% | 0.00% | -30.8% | Q3 2025 |
 SBUX | $267K | 0.15% | 0.00% | +4.5% | Q4 2022 |
 JNJ | $260K | 0.15% | 0.00% | +12.8% | Q1 2024 |
 AMGN | $209K | 0.12% | 0.00% | Not reported | Q4 2025 |
 ORCL | $204K | 0.12% | 0.00% | New | Q2 2026 |
 QS | $178K | 0.10% | 0.02% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| AAPL | $4.82M | 3.11% | 0.00% | -4.4% | Q4 2021 |
| NVDA | $2.24M | 1.45% | 0.00% | +13.9% | Q4 2023 |
| MSFT | $2.13M | 1.37% | 0.00% | +25.1% | Q4 2021 |
| FNDF | $1.34M | 0.87% | Not reported | -19.0% | Q4 2021 |
| LLY | $1.28M | 0.82% | 0.00% | -38.6% | Q1 2024 |
| GOOG | $1.24M | 0.80% | Not reported | -6.2% | Q4 2022 |
| GOOGL | $1.14M | 0.73% | 0.00% | +4.0% | Q4 2021 |
| QQQ | $1.11M | 0.71% | Not reported | +3.1% | Q4 2021 |
| AFG | $927K | 0.60% | 0.01% | +7.5% | Q2 2025 |
| IBM | $916K | 0.59% | 0.00% | -7.3% | Q1 2024 |
| AVGO | $883K | 0.57% | 0.00% | +123.3% | Q3 2025 |
| META | $859K | 0.55% | Not reported | +11.2% | Q4 2021 |
| COST | $559K | 0.36% | 0.00% | +5.5% | Q1 2022 |
| VLUE | $541K | 0.35% | Not reported | -13.3% | Q4 2021 |
| GE | $510K | 0.33% | 0.00% | +11.5% | Q1 2024 |
| MRSH | $506K | 0.33% | 0.00% | +7.4% | Q4 2021 |
| GEV | $488K | 0.31% | 0.00% | +12.3% | Q2 2024 |
| CVX | $464K | 0.30% | 0.00% | -18.9% | Q3 2022 |
| BITB | $448K | 0.29% | 0.02% | +1.1% | Q4 2024 |
| GLD | $433K | 0.28% | 0.00% | New | Q1 2026 |
| SMH | $421K | 0.27% | Not reported | -4.4% | Q1 2025 |
| HD | $395K | 0.25% | 0.00% | +1.6% | Q3 2022 |
| AMAT | $393K | 0.25% | 0.00% | +34.9% | Q4 2025 |
| GS | $362K | 0.23% | 0.00% | -0.9% | Q1 2025 |
| BRK.B | $285K | 0.18% | Not reported | +6.4% | Q4 2021 |
| CAT | $276K | 0.18% | 0.00% | -22.0% | Q3 2025 |
| DBC | $272K | 0.18% | 0.02% | New | Q1 2026 |
| JPM | $243K | 0.16% | 0.00% | -6.8% | Q2 2025 |
| SBUX | $224K | 0.14% | 0.00% | +0.1% | Q4 2022 |
| JNJ | $222K | 0.14% | 0.00% | -31.4% | Q1 2024 |
 VPL | $211K | 0.14% | Not reported | New | Q1 2026 |
| ABBV | $209K | 0.14% | 0.00% | +1.8% | Q4 2025 |
 WMT | $203K | 0.13% | 0.00% | New | Q1 2026 |
| AMZN | $177K | 0.11% | 0.00% | -15.2% | Q4 2021 |
| QS | $150K | 0.10% | 0.02% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| AAPL | $5.4M | 3.45% | 0.00% | -5.6% | Q4 2021 |
| LLY | $2.43M | 1.55% | 0.00% | +3.0% | Q1 2024 |
| AMZN | $2.32M | 1.48% | 0.00% | +0.6% | Q4 2021 |
| MSFT | $2.22M | 1.42% | 0.00% | +20.6% | Q4 2021 |
| NVDA | $2.1M | 1.34% | 0.00% | +31.8% | Q4 2023 |
| FNDF | $1.53M | 0.98% | Not reported | +2.1% | Q4 2021 |
| GOOG | $1.45M | 0.93% | Not reported | +3.5% | Q4 2022 |
| IBM | $1.21M | 0.77% | 0.00% | +0.2% | Q1 2024 |
| GOOGL | $1.19M | 0.76% | 0.00% | +4.3% | Q4 2021 |
| QQQ | $1.14M | 0.73% | Not reported | +12.2% | Q4 2021 |
| AFG | $923K | 0.59% | 0.01% | +6.6% | Q2 2025 |
| META | $891K | 0.57% | Not reported | +8.3% | Q4 2021 |
| VLUE | $600K | 0.38% | Not reported | +0.4% | Q4 2021 |
| BITB | $572K | 0.37% | 0.02% | +3.2% | Q4 2024 |
| MRSH | $504K | 0.32% | 0.00% | -4.4% | Q4 2021 |
| GE | $497K | 0.32% | 0.00% | +2.5% | Q1 2024 |
| COST | $459K | 0.29% | 0.00% | -1.5% | Q1 2022 |
| AVGO | $442K | 0.28% | 0.00% | +89.3% | Q3 2025 |
| CVX | $422K | 0.27% | 0.00% | +18.0% | Q3 2022 |
| SMH | $414K | 0.26% | Not reported | -4.6% | Q1 2025 |
| HD | $407K | 0.26% | 0.00% | +57.6% | Q3 2022 |
| GS | $379K | 0.24% | 0.00% | +51.6% | Q1 2025 |
| GEV | $326K | 0.21% | 0.00% | +1.8% | Q2 2024 |
| JPM | $286K | 0.18% | 0.00% | +6.5% | Q2 2025 |
| CAT | $286K | 0.18% | 0.00% | +5.3% | Q3 2025 |
| BRK.B | $281K | 0.18% | Not reported | Not reported | Q4 2021 |
| JNJ | $274K | 0.17% | 0.00% | +0.2% | Q1 2024 |
| QS | $245K | 0.16% | 0.02% | Not reported | Q3 2025 |
 CRM | $223K | 0.14% | 0.00% | -5.6% | Q4 2021 |
| AMAT | $219K | 0.14% | 0.00% | New | Q4 2025 |
| AMGN | $216K | 0.14% | 0.00% | New | Q4 2025 |
| ABBV | $216K | 0.14% | 0.00% | New | Q4 2025 |
| SBUX | $211K | 0.13% | 0.00% | Not reported | Q4 2022 |
 XOM | $205K | 0.13% | 0.00% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| AAPL | $5.36M | 4.75% | 0.00% | -13.1% | Q4 2021 |
| AMZN | $2.19M | 1.94% | 0.00% | -1.6% | Q4 2021 |
| MSFT | $1.97M | 1.75% | 0.00% | -14.0% | Q4 2021 |
| LLY | $1.68M | 1.48% | 0.00% | -1.7% | Q1 2024 |
| NVDA | $1.6M | 1.41% | 0.00% | -8.6% | Q4 2023 |
| FNDF | $1.42M | 1.26% | Not reported | Not reported | Q4 2021 |
| IBM | $1.15M | 1.02% | 0.00% | +0.4% | Q1 2024 |
| GOOG | $1.09M | 0.96% | Not reported | -2.5% | Q4 2022 |
| QQQ | $994K | 0.88% | Not reported | -7.8% | Q4 2021 |
| AFG | $923K | 0.82% | 0.01% | 0.0% | Q2 2025 |
| META | $916K | 0.81% | Not reported | Not reported | Q4 2021 |
| GOOGL | $886K | 0.79% | 0.00% | -2.5% | Q4 2021 |
| BITB | $726K | 0.64% | 0.02% | -0.6% | Q4 2024 |
| MRSH | $573K | 0.51% | 0.00% | +0.1% | Q4 2021 |
| VLUE | $547K | 0.48% | Not reported | +0.4% | Q4 2021 |
 CALI | $510K | 0.45% | Not reported | +1.0% | Q2 2025 |
| COST | $500K | 0.44% | 0.00% | +6.3% | Q1 2022 |
| GE | $473K | 0.42% | 0.00% | -1.7% | Q1 2024 |
| SMH | $393K | 0.35% | Not reported | Not reported | Q1 2025 |
| CVX | $364K | 0.32% | 0.00% | -13.9% | Q3 2022 |
| HD | $304K | 0.27% | 0.00% | -35.4% | Q3 2022 |
| GEV | $301K | 0.27% | 0.00% | +23.2% | Q2 2024 |
| QS | $290K | 0.26% | 0.02% | New | Q3 2025 |
| JPM | $263K | 0.23% | 0.00% | +2.7% | Q2 2025 |
| JNJ | $245K | 0.22% | 0.00% | Not reported | Q1 2024 |
| GS | $227K | 0.20% | 0.00% | -33.6% | Q1 2025 |
| CAT | $227K | 0.20% | 0.00% | New | Q3 2025 |
| AVGO | $223K | 0.20% | 0.00% | New | Q3 2025 |
| CRM | $211K | 0.19% | 0.00% | +6.8% | Q4 2021 |
| TSLA | $207K | 0.18% | 0.00% | Not reported | Q4 2021 |