Archvest Wealth Advisors, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $151 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $33.6M, Vanguard Ftse All World Ex Us with a value of $23.6M, Goldman Sachs ETF Tr Activebet with a value of $10.5M, Vanguard Specialized Funds Van with a value of $5.93M, and Apple Inc. with a value of $5.52M.
Examining the 13F form we can see an increase of $8.87M in the current position value, from $142M to 151M.
Below you can find more details about Archvest Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.