Archvest Wealth Advisors, Inc.
Archvest Wealth Advisors, Inc. reported 73 holdings worth US$173M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Archvest Wealth Advisors, Inc. reported 73 holdings worth US$173M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$173M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 19,785 | US$5.73M | 3.3% |
| Alphabet Inc (google) Class C | 9,690 | US$3.46M | 2.0% |
| Nvidia Corporation | 15,733 | US$3.15M | 1.8% |
| Microsoft Corp. | 6,481 | US$2.42M | 1.4% |
| Amazon.com, Inc. | 9,375 | US$2.23M | 1.3% |
| Eli Lilly And Company | 1,466 | US$1.76M | 1.0% |
| Broadcom Inc. | 3,287 | US$1.24M | 0.72% |
| International Business Machines Corporation | 3,988 | US$1.12M | 0.65% |
| Meta Platforms, Inc. | 1,848 | US$1.04M | 0.60% |
| American Financial Group, Inc. | 6,468 | US$905K | 0.52% |
| Applied Materials, Inc. | 1,233 | US$891K | 0.52% |
| Ge Vernova Inc. | 570 | US$670K | 0.39% |
| Ge Aerospace | 1,772 | US$662K | 0.38% |
| Advanced Micro Devices Inc | 1,095 | US$636K | 0.37% |
| Costco Wholesale Corporation | 606 | US$567K | 0.33% |
| Home Depot, Inc. (the) | 1,410 | US$497K | 0.29% |
| Marsh | 2,705 | US$451K | 0.26% |
| Goldman Sachs Group, Inc. (the) | 421 | US$426K | 0.25% |
| Micron Technology, Inc. | 355 | US$409K | 0.24% |
| Chevron Corporation | 2,461 | US$408K | 0.24% |
| Berkshire Hathaway Inc. | 779 | US$390K | 0.23% |
| Jp Morgan Chase & Co. | 1,130 | US$370K | 0.21% |
| Abbvie Inc. | 1,273 | US$320K | 0.19% |
| Tesla, Inc. | 709 | US$298K | 0.17% |
| Caterpillar, Inc. | 270 | US$287K | 0.17% |
| Starbucks Corporation | 2,617 | US$267K | 0.15% |
| Johnson & Johnson | 1,024 | US$260K | 0.15% |
| Amgen Inc. | 576 | US$209K | 0.12% |
| Oracle Corporation | 1,392 | US$204K | 0.12% |
| Quantumscape Corporation | 23,500 | US$178K | 0.10% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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