Archvest Wealth Advisors, Inc.

Registered adviser

CIK

1910174

Location

CONCORD, CA

Portfolio Value

Small $172,824,642

Diversification

Diversified

Filing Date

Global Rank

#6,825 / 8,807 ▲ 260

Top Industry

Consumer Electronics 18.2%

Period ended 4 months ago

Filed Jul 27, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 172087

Roster of Oct 1, 2026

Regulatory AUM

$387,000,000

Main clients

Individuals and high net worth (94% of AUM)

Private funds

1 fund · Private equity funds

Focus by fund count, roster of Oct 1, 2026

$2,100,000 gross assets

Private funds on Schedule D 7.B.(1)

As filed Apr 26, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$1,500,000 gross assets in 1 fund Private equity funds $1,500,000 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$387,000,000	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$330,000,000	Individuals and high net worth (93%)
Apr 2024 to Mar 2025	$281,500,000	Individuals and high net worth (90%)
Jul 2023 to Mar 2024	$238,500,000	Individuals and high net worth (91%)
May 2023 to Jun 2023	$238,500,000	Individuals and high net worth (91%)
Apr 2023	$238,500,000	Individuals and high net worth (91%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.5% of the book (60%+)

Turnover

Low turnover

17.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.4%; sector active share 72.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

73 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.2%

−8.3 pts

Top 5

66.4%

+1.3 pts

Top 10

80.5%

−1.4 pts

HHI

1,244

Diversified−150

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.8%	$141,367,789	42
Technology	9.1%	$15,794,997	9
Communication Services	2.6%	$4,503,783	3
Consumer Cyclical	2.0%	$3,475,011	5
Healthcare	1.5%	$2,547,347	4
Financial Services	1.5%	$2,541,444	5
Industrials	0.9%	$1,619,442	3
Consumer Defensive	0.3%	$566,894	1
Energy	0.2%	$407,935	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TDTF	FlexShares iBoxx 5-Year Target Duration TIPS Index Fund	+68,383	1,683,680	$40,021,073
SCHP	Schwab U.S. TIPS ETF	+11,047	73,790	$1,955,435
VNQ	VANGUARD REAL ESTATE INDEX FUND	+10,786	121,526	$11,718,752
DBC	Invesco DB Commodity Index Tracking Fund	+9,950	19,350	$515,871
NVDA	Nvidia Corp	+2,890	15,733	$3,148,015
TIP	iShares TIPS Bond ETF	+2,860	19,845	$2,171,638
JPIE	JPMorgan Income ETF	+2,315	8,100	$373,005
IVV	iShares Core S&P 500 ETF	+1,384	20,719	$15,516,251
VTV	VANGUARD VALUE INDEX FUND	+1,233	21,359	$4,654,766
GLD	Spdr Gold Trust	+1,207	2,214	$815,593
GOOGL	Alphabet Inc.	+992	4,945	$1,767,194
AMZN	Amazon Com Inc	+865	9,375	$2,234,437
MTUM	iShares MSCI USA Momentum Factor ETF	+807	20,243	$6,939,907
AAPL	Apple Inc.	+802	19,785	$5,724,987
MSFT	Microsoft Corp	+734	6,481	$2,417,542
FNDX	Schwab Fundamental U.S. Large Company ETF	+554	9,841	$306,055
GOOG	Alphabet Inc.	+462	4,799	$1,695,630
AVGO	Broadcom Inc.	+433	3,287	$1,241,664
FNDF	Schwab Fundamental International Equity ETF	+371	27,789	$1,466,147
META	Meta Platforms, Inc.	+347	1,848	$1,040,959
ABBV	AbbVie Inc.	+310	1,273	$320,337
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+310	35,269	$1,875,252
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
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
DFAI	Dimensional International Core Equity Market ETF	−27,388	362,454	$14,951,227
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−17,035	21,764	$3,088,093
SCHG	Schwab U.S. Large-Cap Growth ETF	−9,388	9,255	$313,189
VEA	Vanguard FTSE Developed Markets ETF	−8,744	48,361	$3,445,721
VEU	Vanguard International Equity Index Funds	−8,488	89,438	$7,490,432
SCHV	Schwab U.S. Large-Cap Value ETF	−6,450	10,804	$376,087
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−3,431	4,353	$259,830
—		−1,438	6,387	$264,932
IMTM	iShares MSCI Intl Momentum Factor ETF	−1,030	183,959	$9,810,533
AFG	American Financial Group Inc	−788	6,468	$905,131
GBIL	Goldman Sachs ETF Trust	−366	4,919	$492,687
MRSH	Marsh & Mclennan Companies, Inc.	−213	2,705	$450,842
VXUS	Vanguard Total International Stock ETF	−191	3,225	$275,705
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−170	22,194	$1,834,334
CAT	Caterpillar Inc	−120	270	$287,523
VIG	Vanguard Specialized Funds	−76	1,165	$275,662
GE	General Electric Co	−25	1,772	$662,249
QQQ	Invesco Qqq Trust, Series 1	−13	1,902	$1,400,632
RSP	Victory Portfolios II	−8	1,312	$279,154
GS	Goldman Sachs Group Inc	−7	421	$425,786
SMH	VanEck Semiconductor ETF	−1	1,098	$720,167
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	1,095	$636,096
MU	Micron Technology Inc	355	$409,772
AIQ	Global X Artificial Intelligence & Technology ETF	4,973	$326,278
DTCR	Global X Data Center & Digital Infrastructure ETF	10,391	$315,574
TSLA	Tesla, Inc.	709	$298,205
AMGN	Amgen Inc	576	$208,581
ORCL	Oracle Corp	1,392	$203,997
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
—		3,162	$599,483
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	10,846	$310,846
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	3,500	$288,505
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	3,030	$240,188
—		2,687	$237,772
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	4,836	$227,050
VPL	VANGUARD PACIFIC STOCK INDEX FUND	2,163	$211,389
WMT	Walmart Inc.	1,636	$203,322
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $172,824,642 total · filing declares 73 positions · $172,823,662 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
TDTF	FlexShares iBoxx 5-Year Target Duration TIPS Index Fund	Added	1,683,680	+68,383	$40,021,073	+2.8%	3	$24.17	23.16%
IVV	iShares Core S&P 500 ETF	Added	20,719	+1,384	$15,516,251	—	19	before history	8.98%
DFAI	Dimensional International Core Equity Market ETF	Reduced	362,454	-27,388	$14,951,227	−1.6%	8	$30.96	8.65%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	121,526	+10,786	$11,718,752	+19.3%	19	before history	6.78%
IMTM	iShares MSCI Intl Momentum Factor ETF	Reduced	183,959	-1,030	$9,810,533	—	8	unpriced	5.68%
VEU	Vanguard International Equity Index Funds	Reduced	89,438	-8,488	$7,490,432	+1.9%	19	before history	4.33%
MTUM	iShares MSCI USA Momentum Factor ETF	Added	20,243	+807	$6,939,907	—	10	unpriced	4.02%
AAPL	Apple Inc. Technology	Added	19,785	+802	$5,724,987	+18.8%	19	before history	3.31%
VTV	VANGUARD VALUE INDEX FUND	Added	21,359	+1,233	$4,654,766	+17.9%	16	unpriced	2.69%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	48,361	-8,744	$3,445,721	−5.8%	19	before history	1.99%
NVDA	Nvidia Corp Technology	Added	15,733	+2,890	$3,148,015	+40.5%	12	unpriced	1.82%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	21,764	-17,035	$3,088,093	−36.4%	19	before history	1.79%
MSFT	Microsoft Corp Technology	Added	6,481	+734	$2,417,542	+13.6%	19	before history	1.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,375	+865	$2,234,437	+1159.7%	19	before history	1.29%
TIP	iShares TIPS Bond ETF	Added	19,845	+2,860	$2,171,638	—	11	unpriced	1.26%
SCHP	Schwab U.S. TIPS ETF	Added	73,790	+11,047	$1,955,435	+17.1%	11	unpriced	1.13%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Added	35,269	+310	$1,875,252	—	11	unpriced	1.09%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	22,194	-170	$1,834,334	−0.9%	11	$79.26	1.06%
GOOGL	Alphabet Inc. Communication Services	Added	4,945	+992	$1,767,194	+55.5%	19	before history	1.02%
LLY	ELI LILLY & Co Healthcare	Added	1,466	+78	$1,758,364	+37.7%	10	$739.23	1.02%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	4,701	+37	$1,739,558	+16.3%	19	before history	1.01%
GOOG	Alphabet Inc. Communication Services	Added	4,799	+462	$1,695,630	+36.3%	15	$153.92	0.98%
FNDF	Schwab Fundamental International Equity ETF	Added	27,789	+371	$1,466,147	+9.3%	19	before history	0.85%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,902	-13	$1,400,632	+26.7%	19	before history	0.81%
AVGO	Broadcom Inc. Technology	Added	3,287	+433	$1,241,664	+40.6%	4	$339.19	0.72%
DFIV	Dimensional International Value ETF	Added	22,874	+40	$1,235,653	+2.5%	11	$35.08	0.71%
IBM	International Business Machines Corp Technology	Added	3,988	+207	$1,121,465	+22.4%	10	$193.84	0.65%
META	Meta Platforms, Inc. Communication Services	Added	1,848	+347	$1,040,959	+21.2%	4	$706.63	0.60%
AFG	American Financial Group Inc Financial Services	Reduced	6,468	-788	$905,131	−2.3%	5	$126.15	0.52%
AMAT	Applied Materials Inc /De Technology	Added	1,233	+84	$891,459	+127.0%	3	$278.12	0.52%
DXUV	Dimensional US Vector Equity ETF	Added	13,175	+45	$876,137	+12.4%	4	$57.00	0.51%
GLD	Spdr Gold Trust	Added	2,214	+1,207	$815,593	+88.2%	2	$429.54	0.47%
VLUE	iShares MSCI USA Value Factor ETF	Held	3,806	0	$760,476	—	14	unpriced	0.44%
SMH	VanEck Semiconductor ETF	Reduced	1,098	-1	$720,167	+70.9%	6	unpriced	0.42%
GEV	GE Vernova Inc. Industrials	Added	570	+11	$669,670	+37.2%	5	$500.59	0.39%
GE	General Electric Co Industrials	Reduced	1,772	-25	$662,249	+29.9%	10	unpriced	0.38%
AMD	Advanced Micro Devices Inc Technology	NEW	1,095	NEW	$636,096	NEW	1	$409.99	0.37%
EFA	iShares MSCI EAFE ETF	Added	5,492	+10	$570,508	—	19	before history	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	606	+45	$566,894	+1.4%	13	$671.37	0.33%
DBC	Invesco DB Commodity Index Tracking Fund	Added	19,350	+9,950	$515,871	+89.6%	2	$27.47	0.30%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,410	+209	$497,278	+25.9%	9	$353.07	0.29%
GBIL	Goldman Sachs ETF Trust	Reduced	4,919	-366	$492,687	−7.0%	14	$99.99	0.29%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	1,406	+4	$483,537	+15.4%	19	before history	0.28%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	2,705	-213	$450,842	−10.9%	19	before history	0.26%
GS	Goldman Sachs Group Inc Financial Services	Reduced	421	-7	$425,786	+17.6%	6	$673.88	0.25%
MU	Micron Technology Inc Technology	NEW	355	NEW	$409,772	NEW	1	$749.89	0.24%
CVX	Chevron Corp Energy	Added	2,461	+219	$407,935	−12.1%	16	$155.69	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	779	+184	$389,803	+36.7%	3	$493.26	0.23%
BITB	Bitwise Bitcoin ETF	Added	12,221	+53	$389,361	−13.1%	8	$40.96	0.23%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	10,804	-6,450	$376,087	−28.5%	2	$31.16	0.22%

Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.