13F Insight
DOSSIER · 13F-HR · Q2 2026

Archvest Wealth Advisors, Inc.

$173M in tracked AUM across 73 positions as of Q2 2026.

AW
CIK 0001910174 · last filed Jun 30, 2026
Total AUM
$173M
as of Q2 2026
Holdings
73
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Archvest Wealth Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TDTF
FLEXSHARES TR
$40M1.7M23.2%02
IVV
ISHARES TR
$16M21K9.0%03
DFAI
DIMESIONAL ETF TRUST
$15M362K8.7%04
VNQ
VANGUARD INDEX FDS
$12M122K6.8%05
IMTM
ISHARES TR
$10M184K5.7%06
VEU
VANGUARD INTL EQUITY INDEX F
$7M89K4.3%07
MTUM
ISHARES TR
$7M20K4.0%08
AAPL
APPLE INC
$6M20K3.3%09
VTV
VANGUARD INDEX FDS
$5M21K2.7%10
VEA
VANGUARD TAX-MANATGED INTL FD
$3M48K2.0%

Filing history

2026Q2Jun 30
$173M▲ 11.5%
73 positionsView →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 positionsLocked
Showing 12 of 19