StockDriftsStockDriftsTop 50 Archvest Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDTF | FLEXSHARES TR | 23.16% | 1.68M | $40.0M | +4.23%(+68.38K) | $24.11(-3.39%) | 2026-06-30 | |
| IVV | ISHARES TR | 8.98% | 20.7K | $15.5M | +7.16%(+1.38K) | $554.29(+40.24%) | 2026-06-30 | |
| DFAI | DIMESIONAL ETF TRUST | 8.65% | 362.5K | $15.0M | -7.03%(-27.39K) | $31.04(+39.58%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 6.78% | 121.5K | $11.7M | +9.74%(+10.79K) | $87.04(+11.22%) | 2026-06-30 | |
| IMTM | ISHARES TR | 5.68% | 184.0K | $9.8M | -0.56%(-1.03K) | $39.75(+35.63%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.33% | 89.4K | $7.5M | -8.67%(-8.49K) | $56.51(+50.96%) | 2026-06-30 | |
| MTUM | ISHARES TR | 4.02% | 20.2K | $6.9M | +4.15%(+807) | $204.21(+51.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 19.8K | $5.7M | +4.22%(+802) | $166.16(+84.56%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.69% | 21.4K | $4.7M | +6.13%(+1.23K) | $164.94(+36.90%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANATGED INTL FD | 1.99% | 48.4K | $3.4M | -15.31%(-8.74K) | $50.64(+44.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.38% | +34.49% | — | — | +18.73% |
| Top 20 Holdings Unweighted | +11.11% | +37.16% | — | — | +21.99% |
Archvest Wealth Advisors, Inc. reports $172.82M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are TDTF (23.2%), IVV (9.0%) and DFAI (8.7%). The top 20 holdings account for 82.47% of reported assets. Its disclosed equity book has returned +34.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Archvest Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910174). View Archvest Wealth Advisors, Inc.’s 13F filings on SEC