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

Archvest Wealth Advisors, Inc.

Archvest Wealth's family office based in New York, NY — $155M in tracked AUM across 74 positions as of Q1 2026.

AW
Archvest Wealth·New York, NY·Family Office
CIK 0001910174 · last filed Mar 31, 2026
Total AUM
$155M
▲ 4.8%
vs prior
Holdings
74
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · 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

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