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Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. is a registered investment adviser headquartered in Concord, California. Serving primarily individuals and high-net-worth clients, the firm also offers services to pooled investment vehicles, pension plans, and charitable organizations. According to the latest available filings, Archvest manages approximately $281.5 million in assets and employs 7 people, most of whom are on the investment side. The firm provides comprehensive wealth management and financial planning services, focusing on helping clients across various financial situations achieve their long-term goals.
Investment Strategy
Archvest Wealth Advisors, Inc. pursues a diversified investment strategy centered on portfolio construction using a broad mix of ETFs, mutual funds, and individual stocks and bonds. Their approach emphasizes asset allocation tailored to individual client goals, with careful attention to risk management and long-term growth. The firm’s holdings demonstrate a preference for core bond and equity ETFs along with targeted exposure to global markets, and they periodically rebalance portfolios to maintain the desired risk-return profile. As a fiduciary, Archvest aims to deliver personalized financial solutions and disciplined investment management for each client segment.
Latest 13F Filing Activity
Archvest Wealth Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 58 equity positions with a total 13F market value of $115M. The fund increased holdings in Ishares TR, Dimesional Etf Trust, Ishares TR among other positions. Archvest Wealth Advisors, Inc. reduced exposure to Vanguard Whitehall FDS, Invesco S&P Smallcap Momentum Etf, Ishares TR among others.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMESIONAL ETF TRUST | 10.99% | $12.6M | 364,698 | $29.89 | $34.57 | +$1.8M |
I IVV | ISHARES TR | 9.28% | $10.6M | 17,148 | $539.27 | $620.90 | +$2.0M |
V VNQ | VANGUARD INDEX FDS | 7.33% | $8.4M | 94,459 | $84.87 | $89.06 | +$353.0K |
I IMTM | ISHARES TR | 6.85% | $7.9M | 172,039 | $38.40 | $45.69 | +$1.4M |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.68% | $7.7M | 113,999 | $57.11 | $67.22 | -$46.4K |
Industry Allocation
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