Archvest Wealth Advisors, Inc.
•CIK: 1910174•Filing: Q4 2025
**Archvest Wealth Advisors, Inc.** manages $157M across a diversified portfolio of 65 holdings. The fund exhibits significant concentration in technology and fixed income, led by a substantial $39.3M position in TDTF. Notable allocations include $14.4M in DFAI and $12.7M in IVV, suggesting a tactical focus on specific sector opportunities. The remaining top holdings, such as VNQ ($9.2M) and VEU ($7.8M), round out a strategy balancing sector bets with broad market exposure.
Total AUM
$156.7M
QoQ Performance
+39.8%
Positions
46
Top 10 Concentration
71.2%
Latest Filing
Q4 2025
Top Holdings Allocation
TDTF
DFAI
IVV
VNQ
IMTM
TDTF25.1%
DFAI9.2%
IVV8.1%
VNQ5.9%
IMTM5.5%
VEU5.0%
GSLC3.7%
AAPL3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology9.7%
ETF8.3%
Consumer2.2%
Healthcare2.0%
Financial0.6%
Industrial0.5%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑43 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023