Portfolio (Quarterly) Guide ↗

Archvest Wealth Advisors, Inc.

· CIK 0001910174

13F Portfolio $173M AUM 73 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 35 Added 20 Reduced 8 Exited

Page 4 of 4 · 73 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	RSP	INVESCO EXCHANGE TRADED FD T	—	1,312.0	$279K	0.16%	-8.0	-0.6%	$212.77	+3.7%
62	VXUS	VANGUARD STAR FDS	—	3,225.0	$276K	0.16%	-191.0	-5.6%	$85.48	+2.4%
63	VIG	VANGUARD INDEX FDS	—	1,165.0	$276K	0.16%	-76.0	-6.1%	$236.62	+2.7%
64	SBUX	STARBUCKS CORP	Consumer Cyclical	2,617.0	$267K	0.15%	+113.0	+4.5%	$102.20	+5.5%
65	AOK	ISHARES TR	—	6,387.0	$265K	0.15%	-1K	-18.4%	$41.48	-0.4%
66	JNJ	JOHNSON & JOHNSON	Healthcare	1,024.0	$260K	0.15%	+116.0	+12.8%	$253.97	+5.5%
67	VWO	VANGUARD INTL EQUITY INDEX FD	—	4,353.0	$260K	0.15%	-3K	-44.1%	$59.69	+1.8%
68	VTIP	VANGUARD MALVERN FDS	—	4,992.0	$251K	0.14%	—	—	$50.23	-1.1%
69	IJR	ISHARES TR	—	1,643.0	$244K	0.14%	—	—	$148.31	-1.8%
70	VGIT	VANGUARD SCOTTSDALE FDS	—	3,799.0	$224K	0.13%	—	—	$58.98	-1.3%
71	AMGN	AMGEN INC	Healthcare	576.0	$209K	0.12%	NEW	—	$362.05	+19.4%
72	ORCL	ORACLE CORP	Technology	1,392.0	$204K	0.12%	NEW	—	$146.52	+2.9%
73	QS	QUANTUMSCAPE CORP	Consumer Cyclical	23,500.0	$178K	0.10%	—	—	$7.56	-25.8%

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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 48.6%

Financial Services 16.2%

Consumer Cyclical 10.7%

Communication Services 8.6%

Healthcare 7.8%

Industrials 2.9%

Utilities 2.1%

Consumer Defensive 1.7%

Energy 1.3%