§ 13F · FUND PROFILE
Archvest Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $114.7T (13F)Positions · 59Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TDTF | FLEXSHARES TR | 1.64M | $39.3T | 12.5% | NEW |
| 2 | AOK | ISHARES TR | 1.64M | $39.3T | 12.5% | — |
| 3 | DFAI | DIMESIONAL ETF TRUST | 378K | $14.4T | 4.6% | ±0% |
| 4 | AGG | ISHARES TR | 378K | $14.4T | 4.6% | — |
| 5 | IVV | ISHARES TR | 19K | $12.7T | 4.1% | +4% |
| 6 | VEA | VANGUARD TAX-MANATGED INTL FD | 19K | $12.7T | 4.1% | −64% |
| 7 | VNQ | VANGUARD INDEX FDS | 104K | $9.2T | 2.9% | +3% |
| 8 | JPM | JPMORGAN CHASE & CO | 104K | $9.2T | 2.9% | — |
| 9 | IMTM | ISHARES TR | 178K | $8.6T | 2.7% | ±0% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX FD | 178K | $8.6T | 2.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARCHVEST SIGNAL
AC read
Archvest Wealth Advisors, Inc. is a Other fund managing $114708.2 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed