Archvest Wealth Advisors, Inc.
All 13F Filings
- Location
- Concord, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 172,824
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 73 | 172,824 | 13F-HR | Archvest Wealth Advisors, Inc. |
| Q1 2026 | 5/13/2026 | 74 | 154,991 | 13F-HR | Archvest Wealth Advisors, Inc. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.48 K | 41.4% | 10.44 K | 0 | 10.44 K |
| ETFs | 101.3 K | 58.6% | 7.397 K | 0 | 7.397 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
172,824
Holdings
73
QoQ value change ($000)
17,833
(11.5%)
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.