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Archvest Wealth Advisors, Inc.
Updated 7 days agoManaged by Archvest Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$199.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $156.7M |
| Q1 2026 | $155M |
| Q2 2026 | $172.8M |
| Q3 2026 | $199.4M |
Top holdings
80 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A FLEXSHARES TR | $38.2M | 1.68M | 19.14% | — |
| 2 | $24.9M | 249.1K | 12.51% | — | |
| 3 | $16.6M | 21.7K | 8.33% | — | |
| 4 | $15.6M | 376.0K | 7.81% | — | |
| 5 | $10.1M | 191.3K | 5.05% | — | |
| 6 | ? N/A BLACKROCK ETF TRUST II | $8.3M | 165.7K | 4.14% | — |
| 7 | $7.3M | 87.8K | 3.65% | — | |
| 8 | $6.7M | 20.2K | 3.38% | — | |
| 9 | $6.5M | 20.4K | 3.25% | — | |
| 10 | $4.7M | 21.9K | 2.37% | — | |
| 11 | $4M | 17.7K | 2.03% | — | |
| 12 | $3.6M | 6.9K | 1.78% | — | |
| 13 | $3.4M | 47.6K | 1.69% | — | |
| 14 | $3M | 21.0K | 1.53% | — | |
| 15 | $2.6M | 10.4K | 1.29% | — | |
| 16 | $2.1M | 20.2K | 1.05% | — | |
| 17 | $1.9M | 75.1K | 0.95% | — | |
| 18 | $1.8M | 5.4K | 0.92% | — | |
| 19 | $1.8M | 35.7K | 0.90% | — | |
| 20 | $1.8M | 5.0K | 0.89% | — |