13F Insight
DOSSIER · 13F-HR · Q1 2026

Archvest Wealth Advisors, Inc.

$155M in tracked AUM across 74 positions as of Q1 2026.

AW
CIK 0001910174 · last filed Mar 31, 2026
Total AUM
$155M
as of Q1 2026
Holdings
74
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Archvest Wealth Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TDTF
FLEXSHARES TR
$39M1.6M25.1%02
DFAI
DIMESIONAL ETF TRUST
$15M390K9.8%03
IVV
ISHARES TR
$13M19K8.1%04
VNQ
VANGUARD INDEX FDS
$10M111K6.3%05
IMTM
ISHARES TR
$9M185K5.7%06
VEU
VANGUARD INTL EQUITY INDEX F
$7M98K4.7%07
GSLC
GOLDMAN SACHS ETF TR
$5M39K3.1%08
AAPL
APPLE INC
$5M19K3.1%09
MTUM
ISHARES TR
$5M19K3.0%10
VTV
VANGUARD INDEX FDS
$4M20K2.5%

Filing history

2026Q1Mar 31
$155M▼ 1.1%
74 positionsView →2025Q4Dec 31
$157M▲ 38.8%
65 positionsView →2025Q3Sep 30
$113M▼ 1.6%
62 positionsView →2025Q2Jun 30
$115M▼ 5.1%
59 positionsLocked2025Q1Mar 31
$121M▼ 12.4%
63 positionsLocked2024Q4Dec 31
$138M▼ 12.4%
61 positionsLocked2024Q3Sep 30
$158M▲ 4.4%
74 positionsLocked2024Q2Jun 30
$151M▲ 6.6%
61 positionsLocked2024Q1Mar 31
$141M▲ 6.6%
58 positionsLocked2023Q4Dec 31
$133M▼ 45.8%
55 positionsLocked2023Q3Sep 30
$245M▲ 100.8%
98 positionsLocked2023Q2Jun 30
$122M▲ 8.0%
47 positionsLocked
Showing 12 of 18