Archvest Wealth Advisors, Inc.: 13F holdings
CIK 19101742026Q2
| Positions | 73 |
|---|---|
| Reported value | $172.8m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FLEXSHARES TR | 1,683,680 | $40.0m | 23.2% |
| IVV ISHARES TR | 20,719 | $15.5m | 9.0% |
| DFAI DIMESIONAL ETF TRUST | 362,454 | $15.0m | 8.7% |
| VNQ VANGUARD INDEX FDS | 121,526 | $11.7m | 6.8% |
| IMTM ISHARES TR | 183,959 | $9.8m | 5.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 89,438 | $7.5m | 4.3% |
| MTUM ISHARES TR | 20,243 | $6.9m | 4.0% |
| AAPL APPLE INC | 19,785 | $5.7m | 3.3% |
| VTV VANGUARD INDEX FDS | 21,359 | $4.7m | 2.7% |
| VEA VANGUARD TAX-MANATGED INTL FD | 48,361 | $3.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910174")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.