Long-term investor
Archvest Wealth Advisors, Inc. @archvestwealthadvisorsin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910174).
Record
- Tracked since 2025-06-30 (441 days), 149 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +19.4% · all +19.4%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TDTF · 23.2% · long · since 2025-12-31
- IVV · 9.0% · long · since 2025-06-30
- DFAI · 8.7% · long · since 2025-06-30
- VNQ · 6.8% · long · since 2025-06-30
- IMTM · 5.7% · long · since 2025-06-30
- VEU · 4.3% · long · since 2025-06-30
- MTUM · 4.0% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- VTV · 2.7% · long · since 2025-06-30
- VEA · 2.0% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- GSLC · 1.8% · long · since 2025-06-30