Archvest Wealth Advisors, Inc. — 13F holdings

Archvest Wealth Advisors, Inc. reported 73 holdings worth $173M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. TDTF FLEXSHARES TR — $40.0M (23.2%)
2. IVV ISHARES TR — $15.5M (9.0%)
3. DFAI DIMENSIONAL ETF TRUST — $15.0M (8.7%)
4. VNQ VANGUARD INDEX FDS — $11.7M (6.8%)
5. IMTM ISHARES TR — $9.81M (5.7%)
6. VEU VANGUARD INTL EQUITY INDEX F — $7.49M (4.3%)
7. MTUM ISHARES TR — $6.94M (4.0%)
8. AAPL APPLE INC — $5.73M (3.3%)
9. VTV VANGUARD INDEX FDS — $4.65M (2.7%)
10. VEA VANGUARD TAX-MANAGED FDS — $3.45M (2.0%)