13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910174
Total reported value
$172.8M
$172.8M
65 檔
48.7%
At the close of Q4 2025, Archvest Wealth Advisors, Inc. disclosed equity holdings valued at approximately $172.8M, spread across 65 reported holdings.
In Q4 2025, Archvest Wealth Advisors, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 43 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 25.07% | -1.97% | — | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 9.20% | -1.15% | +0.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.13% | +0.83% | +4.00% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.87% | +0.44% | +3.18% | |
| 5 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 5.46% | -0.05% | +0.23% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.00% | -0.41% | +0.05% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.69% | -1.34% | -8.12% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.20% | -5.62% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.95% | +1.01% | +3.59% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.41% | +0.14% | +3.43% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.25% | -0.37% | +10.46% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.55% | +0.20% | +2.96% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +1.18% | +0.61% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | +0.03% | +20.55% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.37% | +31.79% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.21% | -0.11% | +9.46% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.20% | +0.05% | +11.20% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.14% | -0.13% | +9.82% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.07% | +0.05% | +10.78% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.04% | +4.83% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.98% | -0.02% | +2.07% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.18% | +3.52% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.06% | +0.22% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.29% | +4.25% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.73% | -0.06% | +0.76% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.10% | +12.21% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | -0.01% | +0.10% | |
| 28 | AFG | American Financial Group Inc | Stock-Financials | 0.59% | -0.08% | +6.57% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.05% | +8.26% | |
| 30 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.48% | +0.01% | +4.32% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.47% | -0.05% | +88.37% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.38% | +0.09% | +0.43% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.38% | -0.39% | EXIT | |
| 34 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.37% | -0.06% | +3.15% | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.32% | -0.07% | -4.40% | |
| 36 | GE | General Electric | Stock-Industrials | 0.32% | +0.05% | +2.54% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.03% | -1.48% | |
| 38 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.28% | -0.05% | -4.17% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.15% | +89.33% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | +0.01% | -2.03% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.06% | +18.00% | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.26% | +0.15% | -4.57% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | +0.04% | +57.60% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.24% | +0.02% | +51.58% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.12% | +43.11% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | — | -75.68% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.21% | +0.08% | +1.84% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | +0.05% | +6.47% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | -0.01% | +5.26% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | +0.1% | +88.37% | Add |
| 2 | AVGO | Broadcom Inc | +0.1% | +89.33% | Add |
| 3 | LLY | Eli Lilly & Co | +0.1% | +2.96% | Add |
| 4 | GS | Goldman Sachs Group Inc | 0% | +51.58% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | — | +43.11% | Add |
| 6 | HD | Home Depot Inc | 0% | +57.60% | Add |
| 7 | CAT | Caterpillar Inc | 0% | +5.26% | Add |
| 8 | GOOG | Alphabet Inc-cl C | 0% | +3.52% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | 0% | +4.25% | Add |
| 10 | CVX | Chevron CORP | -0.1% | +18.00% | Add |
| 11 | JNJ | Johnson & Johnson | -0.1% | +0.23% | Add |
| 12 | JPM | Jpmorgan Chase & Co | -0.1% | +6.47% | Add |
| 13 | CRM | Salesforce Inc | -0.1% | -5.61% | Trim |
| 14 | GEV | GE Vernova Inc | -0.1% | +1.84% | Add |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.1% | +0.21% | Add |
| 16 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -0.15% | Trim |
| 17 | NVDA | Nvidia CORP | -0.1% | +31.79% | Add |
| 18 | VTIP | Vanguard Short-term Tips | -0.1% | +0.48% | Add |
| 19 | VXUS | Vanguard Total Intl Stock | -0.1% | -4.26% | Trim |
| 20 | SMH | Vaneck Semiconductor ETF | -0.1% | -4.57% | Trim |
| 21 | VLUE | Ishares Msci USA Value Facto | -0.1% | +0.43% | Add |
| 22 | QS | Quantumscape CORP | -0.1% | — | Unchanged |
| 23 | GE | General Electric | -0.1% | +2.54% | Add |
| 24 | IWN | Ishares Russell 2000 Value E | -0.1% | +4.53% | Add |
| 25 | VV | Vanguard Large-cap ETF | -0.1% | -2.03% | Trim |
| 26 | AOA | Ishares Core 80/20 Aggressiv | -0.1% | -21.03% | Trim |
| 27 | AOK | Ishares Core 30/70 Conservat | -0.1% | -4.17% | Trim |
| 28 | DXUV | Dimensional US Vtor Eqty ETF | -0.1% | +4.32% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +12.21% | Add |
| 30 | COST | Costco Wholesale CORP | -0.2% | -1.48% | Trim |
| 31 | MRSH | Marsh & Mclennan Cos | -0.2% | -4.40% | Trim |
| 32 | DFIV | Dimensional International Va | -0.2% | +0.76% | Add |
| 33 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.10% | Add |
| 34 | AFG | American Financial Group Inc | -0.2% | +6.57% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +8.26% | Add |
| 36 | IBM | Intl Business Machines CORP | -0.3% | +0.22% | Add |
| 37 | BITB | Bitwise Bitcoin ETF | -0.3% | +3.15% | Add |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.3% | +2.07% | Add |
| 39 | SCHP | Schwab U.s. Tips ETF | -0.3% | +10.78% | Add |
| 40 | TIP | Ishares Tips Bond ETF | -0.3% | +11.20% | Add |
| 41 | VCIT | Vanguard Int-term Corporate | -0.3% | +9.82% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +4.83% | Add |
| 43 | MSFT | Microsoft CORP | -0.3% | +20.55% | Add |
| 44 | IGIB | Ishares 5-10y Inv Grade CORP | -0.3% | +9.46% | Add |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.5% | +10.46% | Add |
| 46 | AMZN | Amazon.com Inc | -0.5% | +0.61% | Add |
| 47 | VTV | Vanguard Value ETF | -0.7% | +3.43% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | -1.1% | -75.68% | Trim |
| 49 | MTUM | Ishares Msci USA Momentum Fa | -1.1% | +3.59% | Add |
| 50 | AAPL | Apple Inc | -1.3% | -5.62% | Trim |
According to official SEC Form 13F filings, Archvest Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $172.8M across 65 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TDTF, DFAI, IVV) accounted for 48.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
TDTF
市值: $39.3M
Top Position Liquidated / Trimmed
Spdr S&P 500 Etf Tr Put Option
前期市值: $732.8K
During Q4 2025, Archvest Wealth Advisors, Inc.'s top holdings by market value included TDTF (25.1%)、DFAI (9.2%)、IVV (8.1%). The largest single position, TDTF, represented 25.1% of total portfolio value.
In Q4 2025, Archvest Wealth Advisors, Inc. made 70 total portfolio adjustments, initiating 9 new buys, adding to 43 positions, trimming 12 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.