§ 13F · FUND PROFILE
Archvest Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $113M (13F)Positions · 62Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TDTF | FLEXSHARES TR | 1.62M | $39M | 25.1% | −2% |
| 2 | DFAI | DIMESIONAL ETF TRUST | 390K | $15M | 9.8% | −5% |
| 3 | IVV | ISHARES TR | 19K | $13M | 8.1% | +1% |
| 4 | VNQ | VANGUARD INDEX FDS | 111K | $10M | 6.3% | +2% |
| 5 | IMTM | ISHARES TR | 185K | $9M | 5.7% | +3% |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | 98K | $7M | 4.7% | −16% |
| 7 | GSLC | GOLDMAN SACHS ETF TR | 39K | $5M | 3.1% | −12% |
| 8 | AAPL | APPLE INC | 19K | $5M | 3.1% | −22% |
| 9 | MTUM | ISHARES TR | 19K | $5M | 3.0% | −51% |
| 10 | VTV | VANGUARD INDEX FDS | 20K | $4M | 2.5% | −45% |
§ 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 $113 million in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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