Archvest Wealth Advisors, Inc.
Filing Date
Global Rank
#7,403
/ 8,517
▲ 266
Top Industry
Consumer Electronics
19.2%
3Y Alpha vs SPY
+1.6%
Period ended 46 days ago
Filed Jul 27, 2026 · 19d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+82.4%
SPY
+75.3%
Annualised alpha
+1.6%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.4%
−2.6 pts
Top 5
46.5%
−9.3 pts
Top 10
66.5%
−6.6 pts
HHI
663
Diversified−193
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.0% | $15,794,997 |
| Consumer Cyclical | 10.6% | $3,475,011 |
| Unclassified | 9.5% | $3,121,457 |
| Communication Services | 8.5% | $2,808,153 |
| Healthcare | 7.7% | $2,547,347 |
| Financial Services | 7.7% | $2,541,444 |
| Industrials | 4.9% | $1,619,442 |
| Consumer Defensive | 1.7% | $566,894 |
| Energy | 1.2% | $407,935 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DBC | Invesco DB Commodity Index Tracking Fund | +9,950 | 19,350 | $515,871 | |
| NVDA | Nvidia Corp | +2,890 | 15,733 | $3,148,015 | |
| GLD | Spdr Gold Trust | +1,207 | 2,214 | $815,593 | |
| AMZN | Amazon Com Inc | +865 | 9,375 | $2,234,437 | |
| AAPL | Apple Inc. | +802 | 19,785 | $5,724,987 | |
| MSFT | Microsoft Corp | +734 | 6,481 | $2,417,542 | |
| AVGO | Broadcom Inc. | +433 | 3,287 | $1,241,664 | |
| META | Meta Platforms, Inc. | +347 | 1,848 | $1,040,959 | |
| ABBV | AbbVie Inc. | +310 | 1,273 | $320,337 | |
| JPM | Jpmorgan Chase & Co | +302 | 1,130 | $369,882 | |
| CVX | Chevron Corp | +219 | 2,461 | $407,935 | |
| HD | Home Depot, Inc. | +209 | 1,410 | $497,278 | |
| IBM | International Business Machines Corp | +207 | 3,988 | $1,121,465 | |
| BRK-B | Berkshire Hathaway Inc | +184 | 779 | $389,803 | |
| JNJ | Johnson & Johnson | +116 | 1,024 | $260,065 | |
| SBUX | Starbucks Corp | +113 | 2,617 | $267,431 | |
| AMAT | Applied Materials Inc /De | +84 | 1,233 | $891,459 | |
| LLY | ELI LILLY & Co | +78 | 1,466 | $1,758,364 | |
| BITB | Bitwise Bitcoin ETF | +53 | 12,221 | $389,361 | |
| COST | Costco Wholesale Corp /New | +45 | 606 | $566,894 | |
| GEV | GE Vernova Inc. | +11 | 570 | $669,670 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −3,345 | 4,945 | $1,767,194 | |
| AFG | American Financial Group Inc | −788 | 6,468 | $905,131 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −213 | 2,705 | $450,842 | |
| CAT | Caterpillar Inc | −120 | 270 | $287,523 | |
| GE | General Electric Co | −25 | 1,772 | $662,249 | |
| QQQ | Invesco Qqq Trust, Series 1 | −13 | 1,902 | $1,400,632 | |
| GS | Goldman Sachs Group Inc | −7 | 421 | $425,786 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEU | Vanguard FTSE All-World Ex-US ETF | 97,926 | $7,354,242 | |
| VEA | Vanguard FTSE Developed Markets ETF | 57,105 | $3,659,288 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 5,285 | $529,504 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,241 | $266,889 | |
| VXUS | Vanguard Total International Stock ETF | 3,416 | $263,407 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 2,687 | $237,772 | |
| WMT | Walmart Inc. | 1,636 | $203,322 | |
| No positions match the current search. | ||||
34 tracked positions ·
$32,882,680 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 19,785 | $5,724,987 | 17.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 15,733 | $3,148,015 | 9.57% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,481 | $2,417,542 | 7.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,375 | $2,234,437 | 6.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,945 | $1,767,194 | 5.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,466 | $1,758,364 | 5.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,902 | $1,400,632 | 4.26% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,287 | $1,241,664 | 3.78% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,988 | $1,121,465 | 3.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,848 | $1,040,959 | 3.17% | |
| AFG |
American Financial Group Inc
Financial Services
|
Reduced | 6,468 | $905,131 | 2.75% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,233 | $891,459 | 2.71% | |
| GLD |
Spdr Gold Trust
|
Added | 2,214 | $815,593 | 2.48% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 570 | $669,670 | 2.04% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,772 | $662,249 | 2.01% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,095 | $636,096 | 1.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 606 | $566,894 | 1.72% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Added | 19,350 | $515,871 | 1.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,410 | $497,278 | 1.51% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 2,705 | $450,842 | 1.37% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 421 | $425,786 | 1.29% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 355 | $409,772 | 1.25% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,461 | $407,935 | 1.24% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 779 | $389,803 | 1.19% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 12,221 | $389,361 | 1.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,130 | $369,882 | 1.12% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,273 | $320,337 | 0.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 709 | $298,205 | 0.91% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 270 | $287,523 | 0.87% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 2,617 | $267,431 | 0.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,024 | $260,065 | 0.79% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 576 | $208,581 | 0.63% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 1,392 | $203,997 | 0.62% | |
| QS |
QuantumScape Corp
Consumer Cyclical
|
Held | 23,500 | $177,660 | 0.54% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.