Holdings

Archvest Wealth Advisors, Inc.

As of Jun 30, 2026, Archvest Wealth Advisors, Inc. reported 30 positions worth US$31.5M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc19,785US$5.73M+802Jun 30, 2026
Alphabet Inc (google) Class C9,690US$3.46M+1,410Jun 30, 2026
Nvidia Corporation15,733US$3.15M+2,890Jun 30, 2026
Microsoft Corp.6,481US$2.42M+734Jun 30, 2026
Amazon.com, Inc.9,375US$2.23M+865Jun 30, 2026
Eli Lilly And Company1,466US$1.76M+78Jun 30, 2026
Broadcom Inc.3,287US$1.24M+433Jun 30, 2026
International Business Machines Corporation3,988US$1.12M+207Jun 30, 2026
Meta Platforms, Inc.1,848US$1.04M+347Jun 30, 2026
American Financial Group, Inc.6,468US$905K−788Jun 30, 2026