Archvest Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports a total of 80 individual equity positions held by the firm.
The largest holding disclosed in the portfolio is NVIDIA Corporation, for which Archvest reported ownership of 4,045,078 shares. The firm also holds significant positions in Microsoft Corporation (3,556,819 shares) and Apple Inc. (6,735,079 shares). Other notable individual stock positions include Amazon.com Inc. (10,351 shares), Alphabet Inc. Class A (5,138 shares), and Meta Platforms Inc. Class A (2,133 shares).
In addition to individual equities, the portfolio includes a substantial allocation to exchange-traded funds (ETFs). The largest ETF holding is the BlackRock ETF Trust II iShares Short Treasury ETF, for which Archvest reported ownership of 165,722 shares. Other major ETF positions include the Vanguard International Equity Index Fund (87,753 shares) and the Vanguard Tax-Managed International Fund FTSE Developed Markets ETF (47,590 shares).
The filing lists Eric Lai, the Chief Compliance Officer at Archvest Wealth Advisors, as the authorized signatory responsible for submitting the report.
