Archvest Wealth Advisors, Inc. ETF holdings
Concord, CA
Reported $141.4M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$141.4M
ETFs held
42
Change from prior quarter
+6.4%
With price moves
ETFs as a share of its 13F
81.8%
of $172.8M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| TDTF | Northern Trust iBoxx 5-Year Target Duration TIPS ETF | $40.0M | 1,683,680 | +68,383 shares |
| IVV | iShares Core S&P 500 ETF | $15.5M | 20,719 | +1,384 shares |
| DFAI | Dimensional International Core Equity Market ETF | $15.0M | 362,454 | −27,388 shares |
| VNQ | Vanguard Real Estate ETF | $11.7M | 121,526 | +10,786 shares |
| IMTM | iShares MSCI Intl Momentum Factor ETF | $9.8M | 183,959 | −1,030 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $7.5M | 89,438 | −8,488 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $6.9M | 20,243 | +807 shares |
| VTV | Vanguard Morningstar Value ETF | $4.7M | 21,359 | +1,233 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.4M | 48,361 | −8,744 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3.1M | 21,764 | −17,035 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910174. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Archvest Wealth Advisors, Inc. own?
Archvest Wealth Advisors, Inc. reported 42 ETF positions worth $141.4M in its Form 13F for June 30, 2026. The largest was TDTF, at $40.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.