Archvest Wealth Advisors
$173M 13F equity value
81 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Archvest Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TDTF | FLEXSHARES TR | 1,683,680 | $40M | 23.2% |
| IVV | ISHARES TR | 20,719 | $16M | 9.0% |
| DFAI | DIMESIONAL ETF TRUST | 362,454 | $15M | 8.7% |
| VNQ | VANGUARD INDEX FDS | 121,526 | $12M | 6.8% |
| IMTM | ISHARES TR | 183,959 | $10M | 5.7% |
| VEU | VANGUARD INTL EQUITY INDEX F | 89,438 | $7M | 4.3% |
| MTUM | ISHARES TR | 20,243 | $7M | 4.0% |
| AAPL | APPLE INC | 19,785 | $6M | 3.3% |
| VTV | VANGUARD INDEX FDS | 21,359 | $5M | 2.7% |
| VEA | VANGUARD TAX-MANATGED INTL FD | 48,361 | $3M | 2.0% |
Track Archvest Wealth Advisors's 13F portfolio: $173M in reported holdings, 81 positions. Top holdings and quarterly changes on SentiSense.
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