Archvest Wealth Advisors, Inc.
All 13F Filings
- Location
- Concord, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 156,710
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 65 | 156,710 | 13F-HR/A - RESTATEMENT | Archvest Wealth Advisors, Inc. |
| Q4 2025 | 2/10/2026 | 65 | 156,710 | 13F-HR | Archvest Wealth Advisors, Inc. |
| Q3 2025 | 10/29/2025 | 62 | 112,869 | 13F-HR | Archvest Wealth Advisors, Inc. |
| Q2 2025 | 8/12/2025 | 59 | 114,708 | 13F-HR | Archvest Wealth Advisors, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 119.9 K | 76.5% | 97.71 K | 0 | 97.71 K |
| ETFs | 36.84 K | 23.5% | 0 | 53.13 K | -53.13 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
156,710
Holdings
65
QoQ value change ($000)
43,841
(38.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.