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	Chg Shares	Chg %	Period Price ①	Since Period ①
1	SCHG	SCHWAB STRATEGIC TR	—	18,643.0	$543K	0.35%	NEW	—	$29.13	+18.0%
2	SCHV	SCHWAB STRATEGIC TR	—	17,254.0	$526K	0.34%	NEW	—	$30.50	+9.2%
3	GLD	SPDR GOLD TR	Financial Services	1,007.0	$433K	0.28%	NEW	—	$430.29	-3.8%
4	SPTI	SPDR SERIES TRUST	—	10,846.0	$311K	0.20%	NEW	—	$28.66	-1.4%
5	VGK	VANGUARD INTL EQUITY INDEX F	—	3,500.0	$289K	0.19%	NEW	—	$82.44	+7.3%
6	DBC	INVESCO DB COMMDY INDX TRCK	Financial Services	9,400.0	$272K	0.18%	NEW	—	$28.95	+5.5%
7	JPIE	J P MORGAN EXCHANGE TRADED F	—	5,785.0	$267K	0.17%	NEW	—	$46.07	-0.3%
8	VCSH	VANGUARD SCOTTSDALE FDS	—	3,030.0	$240K	0.15%	NEW	—	$79.27	-0.5%
9	VMBS	VANGUARD SCOTTSDALE FDS	—	4,836.0	$227K	0.15%	NEW	—	$46.95	-0.8%
10	VGIT	VANGUARD SCOTTSDALE FDS	—	3,799.0	$226K	0.15%	NEW	—	$59.55	-1.4%
11	VPL	VANGUARD INTL EQUITY INDEX F	—	2,163.0	$211K	0.14%	NEW	—	$97.73	+14.5%
12	IJR	ISHARES TR	—	1,643.0	$204K	0.13%	NEW	—	$124.31	+10.5%
13	WMT	WALMART INC	Consumer Defensive	1,636.0	$203K	0.13%	NEW	—	$124.31	-3.3%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%