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Eric Lai

Archvest Wealth Advisors, Inc.

Assets Managed
$154.991M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-1.09%(2Q avg: 18.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Archvest Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Archvest Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.991M in assets, with a quarterly growth rate of -1.09% and a 2-quarter average growth rate of 18.88%. The portfolio is managed by Eric Lai, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TDTF
Flexshares Iboxx 5-year Targ
Recent Activity
Decreased -1.48%
25.13%
$38.945M
1.615M shares@ $24.11 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 3.1%
9.8%
$15.188M
389,842 shares@ $38.96 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.9%
8.15%
$12.63M
19,335 shares@ $653.21 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 6.54%
6.34%
$9.823M
110,740 shares@ $88.71 avg price
IMTM
Ishares Msci Intl Momentum F
Recent Activity
Increased 3.74%
5.74%
$8.883M
184,989 shares@ $48.02 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -8.01%
4.75%
$7.354M
97,926 shares@ $75.1 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -11.2%
3.14%
$4.855M
38,799 shares@ $125.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.43%
3.11%
$4.818M
18,983 shares@ $253.8 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 5.27%
3.01%
$4.664M
19,436 shares@ $239.99 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.92%
2.55%
$3.949M
20,126 shares@ $196.2 avg price

1-10 of 74