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 $172.8M across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TDTF ($40.0M, 23.16%), IVV ($15.5M, 8.98%), DFAI ($15.0M, 8.65%), VNQ ($11.7M, 6.78%), IMTM ($9.8M, 5.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDTF | FLEXSHARES TR | $40.0M | 23.16% | 1.7M | Added |
| 2 | IVV | ISHARES TR | $15.5M | 8.98% | 20,719 | Added |
| 3 | DFAI | DIMESIONAL ETF TRUST | $15.0M | 8.65% | 362,454 | Trimmed |
| 4 | VNQ | VANGUARD INDEX FDS | $11.7M | 6.78% | 121,526 | Added |
| 5 | IMTM | ISHARES TR | $9.8M | 5.68% | 183,959 | Trimmed |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $7.5M | 4.33% | 89,438 | Trimmed |
| 7 | MTUM | ISHARES TR | $6.9M | 4.02% | 20,243 | Added |
| 8 | AAPL | APPLE INC | $5.7M | 3.31% | 19,785 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $4.7M | 2.69% | 21,359 | Added |
| 10 | VEA | VANGUARD TAX-MANATGED INTL FD | $3.4M | 1.99% | 48,361 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $3.1M | 1.82% | 15,733 | Added |
| 12 | GSLC | GOLDMAN SACHS ETF TR | $3.1M | 1.79% | 21,764 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.4M | 1.40% | 6,481 | Added |
| 14 | AMZN | AMAZON INC | $2.2M | 1.29% | 9,375 | Added |
| 15 | TIP | ISHARES TR | $2.2M | 1.26% | 19,845 | Added |
| 16 | SCHP | SCHWAB STRATEGIC TR | $2.0M | 1.13% | 73,790 | Added |
| 17 | IGIB | ISHARES TR | $1.9M | 1.09% | 35,269 | Added |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | $1.8M | 1.06% | 22,194 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $1.8M | 1.02% | 4,945 | Added |
| 20 | LLY | ELI LILLY & CO | $1.8M | 1.02% | 1,466 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $1.7M | 1.01% | 4,701 | Added |
| 22 | GOOG | ALPHABET INC CAP STK | $1.7M | 0.98% | 4,799 | Added |
| 23 | FNDF | SCHWAB STRATEGIC TR | $1.5M | 0.85% | 27,789 | Added |
| 24 | QQQ | INVESCO QQQ TR | $1.4M | 0.81% | 1,902 | Trimmed |
| 25 | AVGO | BROADCOM INC | $1.2M | 0.72% | 3,287 | Added |
Source: SEC Form 13F filings · as of 2026-06-30