Archetype Wealth Partners, LLC

RIA/Wealth

Archetype Wealth Partners, LLC is a RIA/Wealth based in Doylestown, PA led by Jeffrey Alan Thomas, reporting $1.1B in AUM as of Q3 2025 with 92% ETF concentration, 73% concentrated in top 10 holdings, 16% allocation to VOO, and minimal technology exposure.

CEOJeffrey Alan Thomas

Portfolio Value: $712.3M
Positions: 146
Top Holding: VOO at 15.81%
Last Reported: Q3 2025

Address72 East State Street, Doylestown, PA, 18901, United States

Top Holdings

Largest long holdings in Archetype Wealth Partners, LLC's portfolio (72.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$112.6M	15.81%	-$2.5M Sold	— 183.9K shares	Q4 2018 Held for 7 years
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$87.8M	12.32%	+$12.4M Bought	— 1.0M shares	Q4 2018 Held for 7 years
3 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$54.9M	7.70%	+$2.1M Bought	— 568.7K shares	Q3 2024 Held for 1y 3m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$53.8M	7.55%	-$1.8M Sold	— 80.8K shares	Q4 2018 Held for 7 years
5 iShares National Muni Bond MUB	ETF ETF	$51.9M	7.29%	-$17.5M Sold	— 487.7K shares	Q3 2022 Held for 3y 3m
6 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$47.4M	6.66%	+$392.7K Bought	— 564.0K shares	Q1 2024 Held for 1y 9m
7 Vanguard Total Bond Market BND	ETF ETF	$45.8M	6.43%	-$16.4M Sold	— 615.5K shares	Q4 2018 Held for 7 years
8 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$27.2M	3.82%	+$5.4M Bought	— 416.8K shares	Q2 2020 Held for 5y 6m
9 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$18.9M	2.66%	+$2.0M Bought	— 287.4K shares	Q4 2018 Held for 7 years
10 Vanguard High Dividend Yield VYM	ETF ETF	$17.2M	2.41%	-$332.6K Sold	— 121.7K shares	Q2 2020 Held for 5y 6m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Archetype Wealth Partners, LLC's latest filing

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GthenC

Market Value

$712.3M

Prior: $659.4M

Q/Q Change

+8.03%

+$52.9M

Net Flows % of MV

+0.715%

Turnover Ratio

7.85%

New Purchases

27 stocks

$11.1M

Added To

57 stocks

+$39.4M

Sold Out Of

4 stocks

$835.0K

Reduced Holdings

33 stocks

-$44.6M

Increased Positions

Position	Shares Δ	Change
1 Oracle ORCL	New	0 → 4.4K +$1.2M
2 Alphabet Inc. GOOG	New	0 → 4.0K +$973.0K
3 Visa V	New	0 → 2.2K +$753.1K
4 Mastercard MA	New	0 → 1.2K +$706.5K
5 Shopify SHOP	New	0 → 4.3K +$641.1K

Decreased Positions

Position	Shares Δ	Change
1 Merck & Co. MRK	Sold	3.5K → 0 −$276.4K
2 Freeport-McMoRan Inc. FCX	Sold	5.9K → 0 −$255.8K
3 Cloudflare, Inc. NET	Sold	1.2K → 0 −$231.1K
4 Patterson-UTI Energy PTEN	Sold	12.1K → 0 −$71.8K
5 First Trust Large Cap Core AlphaDEX Fund FEX	-29.07%	6.2K → 4.4K −$210.2K