Archvest Wealth Advisors
Archvest Wealth Advisors reported 80 stocks worth $199M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are TDTF (19.1%), GBIL (12.5%) and IVV (8.3%). Compared with Q2 2026, the fund opened new positions in CALI, SUB and INTC, added to GBIL, IVV and DFAI, trimmed VEU, VEA and GSLC and sold out of VNQ and VGIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TDTF Flexshares TR | $38.2M | 19.1% | 1.7M | No change | 4 of 8 | |
| 2 |  GBIL Goldman Sachs ETF TR | $24.9M | 12.5% | 249K | +244K (+4964%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $16.6M | 8.3% | 22K | +974 (+5%) | 8 of 8 | |
| 4 |  DFAI Dimensional Intern Core | $15.6M | 7.8% | 376K | +14K (+4%) | 8 of 8 | |
| 5 |  IMTM Ishares TR | $10.1M | 5.0% | 191K | +7,296 (+4%) | 8 of 8 | |
| 6 |  CALI Blackrock ETF Trust II | $8.3M | 4.1% | 166K | New position | 3 of 8 | |
| 7 |  VEU Vanguard Intl Equity Index F | $7.3M | 3.6% | 88K | −1,685 (−2%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $6.7M | 3.4% | 20K | +439 (+2%) | 8 of 8 | |
| 9 |  MTUM Ishares Msci USA Momntum | $6.5M | 3.3% | 20K | +190 (+1%) | 8 of 8 | |
| 10 |  VTV Vanguard Index Fds | $4.7M | 2.4% | 22K | +499 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Archvest Wealth Advisors 13F FAQ
What does Archvest Wealth Advisors own?
Archvest Wealth Advisors reported 80 stocks worth $199M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are TDTF (19.1%), GBIL (12.5%) and IVV (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Archvest Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 43 added to, 16 trimmed and 3 sold out. New positions include CALI, SUB and INTC. It sold all of VNQ and VGIT.
When will Archvest Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Archvest Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $199M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.