§ 13F · FUND PROFILE
Archvest Wealth Advisors, Inc..
AUM · $173M (13F)Positions · 73Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TDTF | FLEXSHARES TR | 1.68M | $40M | 23.2% | +4% |
| 2 | IVV | ISHARES TR | 21K | $16M | 9.0% | +7% |
| 3 | DFAI | DIMESIONAL ETF TRUST | 362K | $15M | 8.7% | −7% |
| 4 | VNQ | VANGUARD INDEX FDS | 122K | $12M | 6.8% | +10% |
| 5 | IMTM | ISHARES TR | 184K | $10M | 5.7% | −1% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 89K | $7M | 4.3% | −9% |
| 7 | MTUM | ISHARES TR | 20K | $7M | 4.0% | +4% |
| 8 | AAPL | APPLE INC | 20K | $6M | 3.3% | +4% |
| 9 | VTV | VANGUARD INDEX FDS | 21K | $5M | 2.7% | +6% |
| 10 | VEA | VANGUARD TAX-MANATGED INTL FD | 48K | $3M | 2.0% | −15% |
§ 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 $173 million in assets. The fund runs a portfolio of 73 positions.
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