Archvest Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Concord, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$154,991
Net value change ($000)
-1,719 (-1.1%)
New positions
13
Sold out positions
4
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAI 778 5.4%
VNQ 624 6.8%
SCHG 543 NEW
SCHV 526 NEW
AVGO 441 99.8%
GLD 433 NEW
IMTM 329 3.8%
SPTI 311 NEW
VGK 289 NEW
DBC 272 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMZN -2,140 -92.4%
LLY -1,153 -47.4%
GSLC -929 -16.1%
AAPL -582 -10.8%
EFA -488 -47.8%
VEU -477 -6.1%
AGG -355 -100.0%
TDTF -348 -0.9%
IBM -292 -24.2%
CRM -223 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type