Archvest Wealth Advisors, Inc. holds a focused book of 73 stocks worth $172.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Dimensional International Co. Their largest long position is Flexshares Iboxx 5-Year Targ at 23% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910174/holdings"
Use Arkolith to show Archvest Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Archvest Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Archvest Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 73 | $164.0B |
| MML INVESTORS SERVICES, LLC | 80 / 73 | $10.2B |
| MORGAN STANLEY | 79 / 73 | $574.4B |
| JPMORGAN CHASE & CO | 79 / 73 | $504.3B |
| BANK OF AMERICA CORP /DE/ | 79 / 73 | $423.5B |
| WELLS FARGO & COMPANY/MN | 79 / 73 | $169.6B |
| UBS Group AG | 79 / 73 | $147.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 73 | $104.7B |
Ranked by how many of Archvest Wealth Advisors, Inc.'s top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Flexshares TR IBOXX 5 YR TRGT | $40.0M | 1.68M | 23.2% | ▲+4.2% Added · +68K sh | |
| 2 | Ishares TR CORE S&P 500 ETF | $15.5M | 20.7K | 9.0% | ▲+7.2% Added · +1K sh | |
| 3 | Dimesional ETF Trust INTL CORE EQT MK | $15.0M | 362.5K | 8.7% | ▼−7.0% Reduced · −27K sh | |
| 4 | Vanguard Index FDS REAL ESTATE ETF | $11.7M | 121.5K | 6.8% | ▲+9.7% Added · +11K sh | |
| 5 | Ishares TR MSCI INTL MOMENT | $9.8M | 184.0K | 5.7% | ▼−0.6% Reduced · −1K sh | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $7.5M | 89.4K | 4.3% | ▼−8.7% Reduced · −8K sh | |
| 7 | Ishares TR MSCI USA MMENTM | $6.9M | 20.2K | 4.0% | ▲+4.2% Added · +807 sh | |
| 8 | Apple Inc COM | $5.7M | 19.8K | 3.3% | ▲+4.2% Added · +802 sh | |
| 9 | Vanguard Index FDS VALUE ETF | $4.7M | 21.4K | 2.7% | ▲+6.1% Added · +1K sh | |
| 10 | Vanguard Tax-Manatged Intl FD FTSE DEV MKT ETF | $3.4M | 48.4K | 2.0% | ▼−15% Reduced · −9K sh | |
| 11 | Nvidia Corporation COM | $3.1M | 15.7K | 1.8% | ▲+23% Added · +3K sh | |
| 12 | Goldman Sachs ETF TR ACTIVEBETA US LG | $3.1M | 21.8K | 1.8% | ▼−44% Reduced · −17K sh | |
| 13 | Microsoft Corp COM | $2.4M | 6.5K | 1.4% | ▲+13% Added · +734 sh | |
| 14 | Amazon Inc COM | $2.2M | 9.4K | 1.3% | ▲+10% Added · +865 sh | |
| 15 | Ishares TR TIPS BD ETF | $2.2M | 19.8K | 1.3% | ▲+17% Added · +3K sh | |
| 16 | Schwab Strategic TR US TIPS ETF | $2.0M | 73.8K | 1.1% | ▲+18% Added · +11K sh | |
| 17 | Ishares TR ISHS 5-10YR INVT | $1.9M | 35.3K | 1.1% | ▲+0.9% Added · +310 sh | |
| 18 | Vanguard Scottsdale FDS INT-TERM CORP | $1.8M | 22.2K | 1.1% | ▼−0.8% Reduced · −170 sh | |
| 19 | Alphabet Inc CAP STK CL A | $1.8M | 4.9K | 1.0% | ▲+25% Added · +992 sh | |
| 20 | Eli Lilly & Co COM | $1.8M | 1.5K | 1.0% | ▲+5.6% Added · +78 sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.7K | 1.0% | ▲+0.8% Added · +37 sh | |
| 22 | Alphabet Inc Cap STK CL C | $1.7M | 4.8K | 1.0% | ▲+11% Added · +462 sh | |
| 23 | Schwab Strategic TR SCHWB FDT INTL LG | $1.5M | 27.8K | 0.8% | ▲+1.4% Added · +371 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.8% | ▼−0.7% Reduced · −13 sh | |
| 25 | Broadcom Inc COM | $1.2M | 3.3K | 0.7% | ▲+15% Added · +433 sh | |
| 26 | Dimensional ETF Trust INTERNATIONAL VAL FD | $1.2M | 22.9K | 0.7% | ▲+0.2% Added · +40 sh | |
| 27 | International Business Machs COM | $1.1M | 4.0K | 0.6% | ▲+5.5% Added · +207 sh | |
| 28 | Meta Platforms Inc CLA | $1.0M | 1.8K | 0.6% | ▲+23% Added · +347 sh | |
| 29 | American Finl Group Inc Ohio COM | $905K | 6.5K | 0.5% | ▼−11% Reduced · −788 sh | |
| 30 | Applied Matls Inc COM | $891K | 1.2K | 0.5% | ▲+7.3% Added · +84 sh | |
| 31 | Dimensional ETF Trust DIMENSIONAL US | $876K | 13.2K | 0.5% | ▲+0.3% Added · +45 sh | |
| 32 | SPDR Gold TR GOLD SHS | $816K | 2.2K | 0.5% | ▲+120% Added · +1K sh | |
| 33 | Ishares TR MSCI USA VALUE | $760K | 3.8K | 0.4% | —Held | |
| 34 | Vaneck ETF Trust SEMICONDUCTR ETF | $720K | 1.1K | 0.4% | ▼−0.1% Reduced · −1 sh | |
| 35 | Ge Vernova Inc COM | $670K | 570 | 0.4% | ▲+2.0% Added · +11 sh | |
| 36 | General Electric Co COM NEW | $662K | 1.8K | 0.4% | ▼−1.4% Reduced · −25 sh | |
| 37 | Advanced Micro Devices Inc COM | $636K | 1.1K | 0.4% | ▲New New position | |
| 38 | Ishares TR MSCI EAFE ETF | $570K | 5.5K | 0.3% | ▲+0.2% Added · +10 sh | |
| 39 | Costco WHSL Corp New COM | $567K | 606 | 0.3% | ▲+8.0% Added · +45 sh | |
| 40 | Invesco DB Commdy Indx TRCK UNIT | $516K | 19.4K | 0.3% | ▲+106% Added · +10K sh | |
| 41 | Home Depot Inc COM | $497K | 1.4K | 0.3% | ▲+17% Added · +209 sh | |
| 42 | Goldman Sachs ETF TR ACCES TREASURY | $493K | 4.9K | 0.3% | ▼−6.9% Reduced · −366 sh | |
| 43 | Vanguard Index FDS LARGE CAP ETF | $483K | 1.4K | 0.3% | ▲+0.3% Added · +4 sh | |
| 44 | Marsh & McLennan Cos INC | $451K | 2.7K | 0.3% | ▼−7.3% Reduced · −213 sh | |
| 45 | Goldman Sachs Group Inc COM | $426K | 421 | 0.2% | ▼−1.6% Reduced · −7 sh | |
| 46 | Micron Technology Inc COM | $409K | 355 | 0.2% | ▲New New position | |
| 47 | Chevron Corp New Com COM | $408K | 2.5K | 0.2% | ▲+9.8% Added · +219 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $390K | 779 | 0.2% | ▲+31% Added · +184 sh | |
| 49 | Bitwise Bitcoin ETF Trust SHS BEN INT | $389K | 12.2K | 0.2% | ▲+0.4% Added · +53 sh | |
| 50 | Schwab Strategic TR US LCAP VA ETF | $376K | 10.8K | 0.2% | ▼−37% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 73 | $172.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 74 | $155.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 65 | $156.7M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 62 | $112.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 59 | $114.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 63 | $120.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 61 | $138.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.