account_balance
Investment manager · 13F filer · SEC CIK 1910174
Archvest Wealth Advisors, Inc.
Reported value$199Mas of Sep 30, 2026
Positions80 10 new, 3 sold out
Top 10 weight69.6%TDTF alone is 19%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TDTFFlexshares Tr
19.1%
GBILGoldman Sachs ETF Tr
12.5%Added +4964%
IVViShares Tr
8.3%Added +5%
DFAIDimesional ETF Trust
7.8%Added +4%
IMTMiShares Tr
5.0%Added +4%
CALIBlackRock ETF Trust II
4.1%New
VEUVanguard Intl Equity Index F
3.7%
AAPLApple Inc.
3.4%Added +2%
MTUMiShares Tr
3.3%
VTVVanguard Index FDS
2.4%Added +2%
NVDANVIDIA Corp
2.0%+13%
MSFTTDTFFlexshares Tr
19.1%
GBILGoldman Sachs ETF Tr
12.5%+4964%
IVViShares Tr
8.3%+5%
DFAIDimesional ETF Trust
7.8%+4%
IMTMiShares Tr
5.0%
CALIBlackRock ETF Trust II
4.1%
VEUVanguard Intl Equity Index F
3.7%
MTUM
VTV
NVDAMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TDTF Flexshares Tr 19.1% Held
GBIL Goldman Sachs ETF Tr 12.5% Added +4964%
IVV iShares Tr 8.3% Added +5%
DFAI Dimesional ETF Trust 7.8% Added +4%
IMTM iShares Tr 5.0% Added +4%
CALI BlackRock ETF Trust II 4.1% New
VEU Vanguard Intl Equity Index F 3.7% Held
AAPL Apple Inc. 3.4% Added +2%MTUM iShares Tr 3.3% Held
VTV Vanguard Index FDS 2.4% Added +2%
NVDA NVIDIA Corp 2.0% Added +13%MSFT Microsoft Corp 1.8% Added +7%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.