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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Archvest Wealth Advisors, Inc.

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001910174-26-000001

Total Value
$156.7M
Positions
65
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (65)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642898831,639,598$39.3M25.07%
2ISHARES TR464287226378,128$14.4M9.20%
3VANGUARD TAX-MANATGED INTL FD92194385818,610$12.7M8.13%
4JPMORGAN CHASE & COVYLD103,951$9.2M5.87%
5VANGUARD INTL EQUITY INDEX FD922042858178,329$8.6M5.46%
6GOLDMAN SACHS GROUP INCGSCE106,457$7.8M5.00%
7META PLATFORMS INCMETA43,694$5.8M3.69%
8CHEVRON CORP NEW COMCVX19,863$5.4M3.45%
9VANGUARD S&P 500 ETF92290836318,463$4.6M2.95%
10VANGUARD SCOTTSDALE FDS92206C87019,748$3.8M2.41%
11INVESCO EXCHANGE TRADED FD TIVZ56,456$3.5M2.25%
12ISHARES TR4642886382,261$2.4M1.55%
13APPLIED MATLS INC03822210510,037$2.3M1.48%
14ALPHABET INCGOOG4,593$2.2M1.42%
15BITWISE BITCOIN ETF TRUSTBITB11,275$2.1M1.34%
16STARBUCKS CORPSBUX35,094$1.9M1.21%
17VANGUARD INDEX FDS92290874417,057$1.9M1.20%
18ISHARES TR46432F39621,349$1.8M1.14%
19DIMENSIONAL ETF TRUST25434V87263,432$1.7M1.07%
20VANECK SEMICONDUCTOR ETF92189F6764,862$1.6M1.04%
21DIMESIONAL ETF TRUST25434V20333,848$1.5M0.98%
22APPLE INCAAPL4,622$1.5M0.93%
23SCHWAB STRATEGIC TR8085247554,080$1.2M0.77%
24AMGEN INCAMGN3,801$1.2M0.76%
25ISHARES TR46428746523,026$1.1M0.73%
26SCHWAB STRATEGIC TR8085247711,857$1.1M0.73%
27VANGUARD INTL EQUITY INDEX F92204277510,625$1.0M0.65%
28BERKSHIRE HATHAWAY INC DELBRK-A6,750$922,5810.59%
29ALPHABET INC CAP STKGOOG1,350$891,3740.57%
30ISHARES TR46428763012,588$752,5110.48%
31AMERICAN FINL GROUP INC OHIO0259321047,369$736,4580.47%
32VANGUARD INDEX FDS9229085534,392$600,4570.38%
33VANGUARD INDEX FDS9229086373,277$593,8580.38%
34GOLDMAN SACHS ETF TRNVGLF12,035$572,3850.37%
35ABBVIE INC COMABBV2,718$504,2430.32%
36JOHNSON & JOHNSONJNJ1,612$496,5280.32%
37ISHARES TR464287200532$458,9270.29%
38VANGUARD INDEX FDS92190884411,055$443,6430.28%
39HOME DEPOT INCHD1,278$442,4110.28%
40ISHARES TR46434V4491,399$440,4570.28%
41ISHARES TR4642871762,766$421,5920.27%
42FLEXSHARES TRFLEX1,149$413,6810.26%
43MICROSOFT CORPMSFT1,182$406,7500.26%
44MARSH & MCLENNAN COS571748102432$379,3460.24%
45ISHARES TR46432F3886,845$367,9900.23%
46VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208053,556$355,1940.23%
47ELI LILLY & COLLY498$325,5300.21%
48INVESCO QQQ TRIVZ888$286,2440.18%
49INTERNATIONAL BUSINESS MACHSINTR500$286,2330.18%
50GOLDMAN SACHS ETF TRNVGLF559$280,9810.18%
51VANGUARD STAR FDS9219097683,110$278,5290.18%
52VANGUARD INDEX FDS9229087691,323$273,7270.17%
53GE VERNOVA INCGEV1,241$272,7470.17%
54SALESFORCE INCCRM3,414$257,5340.16%
55SCHWAB STRATEGIC TR8085248701,320$252,8590.16%
56DIMENSIONAL ETF TRUST25434V5599,266$252,1390.16%
57BROADCOM INCAVGO23,500$244,8700.16%
58QUANTUMSCAPE CORP COMQS4,853$240,0170.15%
59COSTCO WHSL CORP NEW22160K105842$223,0540.14%
60GENERAL ELECTRIC CO369604301852$219,0830.14%
61CATERPILLAR INCCAT661$216,1920.14%
62AMAZON INCAMZN946$216,0770.14%
63EXXON MOBIL CORPXOM2,501$210,6270.13%
64NVIDIA CORPORATIONNVDA331$207,8930.13%
65ISHARES TR4642898591,700$204,6220.13%