Archvest Wealth Advisors, Inc.
Filing Date
Global Rank
#7,215
/ 8,232
▲ 177
Top Industry
Consumer Electronics
21.5%
3Y Alpha vs SPY
-0.1%
Period ended 2 months ago
Filed May 13, 2026 · 32d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.5%
SPY
+76.3%
Annualised alpha
-0.2%
Max drawdown
−22.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
19.5%
−0.9 pts
Top 5
49.5%
−5.1 pts
Top 10
69.6%
−5.2 pts
HHI
751
Diversified−76
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.1% | $11,377,413 |
| Consumer Cyclical | 10.3% | $2,541,636 |
| Financial Services | 9.4% | $2,323,561 |
| Unclassified | 9.1% | $2,258,635 |
| Communication Services | 8.1% | $1,995,491 |
| Healthcare | 6.9% | $1,708,033 |
| Industrials | 5.2% | $1,274,184 |
| Consumer Defensive | 3.1% | $762,319 |
| Energy | 1.9% | $463,869 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +1,576 | 2,854 | $883,341 | |
| NVDA | Nvidia Corp | +1,568 | 12,843 | $2,239,819 | |
| MSFT | Microsoft Corp | +1,154 | 5,747 | $2,127,366 | |
| AFG | American Financial Group Inc | +506 | 7,256 | $926,663 | |
| AMAT | Applied Materials Inc /De | +297 | 1,149 | $392,716 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +200 | 2,918 | $506,127 | |
| GE | General Electric Co | +185 | 1,797 | $509,934 | |
| GOOGL | Alphabet Inc. | +152 | 3,953 | $1,136,724 | |
| META | Meta Platforms, Inc. | +151 | 1,501 | $858,767 | |
| BITB | Bitwise Bitcoin ETF | +133 | 12,168 | $447,904 | |
| GEV | GE Vernova Inc. | +61 | 559 | $487,951 | |
| QQQ | Invesco Qqq Trust, Series 1 | +58 | 1,915 | $1,105,299 | |
| BRK-B | Berkshire Hathaway Inc | +36 | 595 | $285,124 | |
| COST | Costco Wholesale Corp /New | +29 | 561 | $558,997 | |
| HD | Home Depot, Inc. | +19 | 1,201 | $394,996 | |
| ABBV | AbbVie Inc. | +17 | 963 | $209,442 | |
| SBUX | Starbucks Corp | +3 | 2,504 | $224,333 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −1,527 | 8,510 | $1,772,377 | |
| AAPL | Apple Inc. | −880 | 18,983 | $4,817,695 | |
| LLY | ELI LILLY & Co | −873 | 1,388 | $1,276,640 | |
| CVX | Chevron Corp | −524 | 2,242 | $463,869 | |
| JNJ | Johnson & Johnson | −415 | 908 | $221,951 | |
| IBM | International Business Machines Corp | −299 | 3,781 | $916,476 | |
| CAT | Caterpillar Inc | −110 | 390 | $276,299 | |
| JPM | Jpmorgan Chase & Co | −60 | 828 | $243,564 | |
| GS | Goldman Sachs Group Inc | −4 | 428 | $362,083 | |
| No positions match the current search. | |||||
30 positions ·
$24,705,141 total
· as of Mar 31, 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
|
Reduced | 18,983 | $4,817,695 | 19.50% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,843 | $2,239,819 | 9.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,747 | $2,127,366 | 8.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,510 | $1,772,377 | 7.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,388 | $1,276,640 | 5.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,953 | $1,136,724 | 4.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,915 | $1,105,299 | 4.47% | |
| AFG |
American Financial Group Inc
Financial Services
|
Added | 7,256 | $926,663 | 3.75% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,781 | $916,476 | 3.71% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,854 | $883,341 | 3.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,501 | $858,767 | 3.48% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 561 | $558,997 | 2.26% | |
| GE |
General Electric Co
Industrials
|
Added | 1,797 | $509,934 | 2.06% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 2,918 | $506,127 | 2.05% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 559 | $487,951 | 1.98% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,242 | $463,869 | 1.88% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 12,168 | $447,904 | 1.81% | |
| GLD |
Spdr Gold Trust
|
NEW | 1,007 | $433,302 | 1.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,201 | $394,996 | 1.60% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 1,149 | $392,716 | 1.59% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 428 | $362,083 | 1.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 595 | $285,124 | 1.15% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 390 | $276,299 | 1.12% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
NEW | 9,400 | $272,130 | 1.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 828 | $243,564 | 0.99% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 2,504 | $224,333 | 0.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 908 | $221,951 | 0.90% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 963 | $209,442 | 0.85% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,636 | $203,322 | 0.82% | |
| QS |
QuantumScape Corp
Consumer Cyclical
|
Held | 23,500 | $149,930 | 0.61% |