Portfolio (Quarterly) Guide ↗

Archvest Wealth Advisors, Inc.

· CIK 0001910174

13F Portfolio $155M AUM 74 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 13 New 28 Added 24 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AGG	ISHARES TR	—	3,556	$355K	0.23%	SOLD
2	CRM	SALESFORCE INC	Technology	842	$223K	0.14%	SOLD
3	AMGN	AMGEN INC	Healthcare	661	$216K	0.14%	SOLD
4	XOM	EXXON MOBIL CORP	Energy	1,700	$205K	0.13%	SOLD

Sector Allocation

Technology 47.3%

Financial Services 17.9%

Communication Services 13.5%

Healthcare 7.1%

Consumer Cyclical 3.9%

Industrials 3.3%

Consumer Defensive 3.2%

Utilities 2.0%

Energy 1.9%