Archvest Wealth Advisors Q2 Portfolio Changes: Focus on ETFs

As of June 30th, 2026, Archvest Wealth Advisors Inc. has shown active management within their investment strategy for this period.

Prominent Purchases

The firm significantly increased its position in FLEXSHARES TR (TDTF), a fund tracking the Technology sector, boosting its portfolio allocation from 8.65% to 23.16%. This substantial increase suggests confidence or strategic realignment towards technology stocks.

Additionally, Archvest Wealth Advisors Inc. appears to have bolstered their holdings in several other areas:

• GLD, symbol for SPDR Gold Shares ETF, was noted as a significant buy.
• AMD, Advanced Micro Devices Inc., is another stock identified in the list of significant buys.
• There were also notable increases in other ETFs, including INVESCO DB COMMDY INDX TRCK (DBC), a commodities tracker, and GLOBAL X FDS DATA CENTER DIG (DTCR).

Other Notable Activity

Beyond the significant buys highlighted above, Archvest Wealth Advisors Inc. also increased their stake in VANGUARD INDEX FDS (VNQ), an equity fund focused on real estate.

The firm made several other purchases during this quarter:

• GOLDMAN SACHS ETF TR (GSLC) saw a substantial increase, though its overall impact was limited due to the small size of the position.
• SCHWAB STRATEGIC TR (SCHP) experienced an increase in shares held by Archvest Wealth Advisors Inc., indicating interest in this fund.

Prominent Sales and Reductions

The portfolio also reflected significant reductions, particularly in VANGUARD INTL EQUITY INDEX F (VEU), an international equity fund. The position decreased by 8.67%, impacting its allocation.

Furthermore:

• DIMESIONAL ETF TRUST (DFAI), a Dimensional fund, was sold or reduced substantially by Archvest Wealth Advisors Inc., decreasing its allocation.
• The firm also significantly decreased their position in VANGUARD INTL EQUITY INDEX FDS (VNQ), another international equity fund.

Other Sales and Position Changes

In addition to the major changes, Archvest Wealth Advisors Inc. made several other adjustments:

• SCHWAB STRATEGIC TR (SCHG) was sold or reduced significantly.
• The position in AMGEN INC (AMGN) was drastically cut, with a sell percentage of -84.85%.

Sector Shifts and Overall Picture

These changes occurred alongside other movements within the portfolio. The firm also sold or reduced positions in NVIDIA CORPORATION (NVDA) and GLOBAL X FDS ARTIFICIAL (AIQ), though these holdings were relatively small.