Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Archvest Wealth Advisors, Inc. (CIK 1910174) reported $155.0M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TDTF ($38.9M, 25.13%), DFAI ($15.2M, 9.80%), IVV ($12.6M, 8.15%), VNQ ($9.8M, 6.34%), IMTM ($8.9M, 5.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDTF | FLEXSHARES TR | $38.9M | 25.13% | 1.6M | Trimmed |
| 2 | DFAI | DIMESIONAL ETF TRUST | $15.2M | 9.80% | 389,842 | Added |
| 3 | IVV | ISHARES TR | $12.6M | 8.15% | 19,335 | Added |
| 4 | VNQ | VANGUARD INDEX FDS | $9.8M | 6.34% | 110,740 | Added |
| 5 | IMTM | ISHARES TR | $8.9M | 5.73% | 184,989 | Added |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $7.4M | 4.74% | 97,926 | Trimmed |
| 7 | GSLC | GOLDMAN SACHS ETF TR | $4.9M | 3.13% | 38,799 | Trimmed |
| 8 | AAPL | APPLE INC | $4.8M | 3.11% | 18,983 | Trimmed |
| 9 | MTUM | ISHARES TR | $4.7M | 3.01% | 19,436 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $3.9M | 2.55% | 20,126 | Added |
| 11 | VEA | VANGUARD TAX-MANATGED INTL FD | $3.7M | 2.36% | 57,105 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $2.2M | 1.45% | 12,843 | Added |
| 13 | MSFT | MICROSOFT CORP | $2.1M | 1.37% | 5,747 | Added |
| 14 | TIP | ISHARES TR | $1.9M | 1.21% | 16,985 | Trimmed |
| 15 | IGIB | ISHARES TR | $1.9M | 1.20% | 34,959 | Trimmed |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $1.9M | 1.19% | 22,364 | Added |
| 17 | SCHP | SCHWAB STRATEGIC TR | $1.7M | 1.08% | 62,743 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $1.5M | 0.97% | 4,664 | Trimmed |
| 19 | FNDF | SCHWAB STRATEGIC TR | $1.3M | 0.87% | 27,418 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $1.3M | 0.82% | 1,388 | Trimmed |
| 21 | GOOG | ALPHABET INC CAP STK | $1.2M | 0.80% | 4,337 | Trimmed |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $1.2M | 0.78% | 22,834 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.1M | 0.73% | 3,953 | Added |
| 24 | QQQ | INVESCO QQQ TR | $1.1M | 0.71% | 1,915 | Added |
| 25 | AFG | AMERICAN FINL GROUP INC OHIO | $926,656 | 0.60% | 7,256 | Added |
Source: SEC Form 13F filings · as of 2026-03-31