Archvest Wealth Advisors, Inc. - Portfolio overview

Archvest Wealth Advisors, Inc. has 82 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. TDTF - FLEXSHARES TR, 24.48%
2. DFAI - DIMESIONAL ETF TRUST, 9.55%
3. IVV - ISHARES TR, 7.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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