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Manager record

Archvest Wealth Advisors, Inc.

Concord, CA · CIK 1910174 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$172.82MReported 13F valueQ2 2026 · as filed
73Holdings listed
+11.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $114.7M$114.7MQ2 202559 holdingsQ3 2025: $112.9M$112.9MQ3 202562 holdingsQ4 2025: $156.7M$156.7MQ4 202565 holdingsQ1 2026: $155.0M$155.0MQ1 202674 holdingsQ2 2026: $172.8M$172.8MQ2 202673 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 27 2026 13F-HR · period Q2 2026

$172.82M · 73 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$154.99M · 74 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR/A · period Q4 2025

$156.71M · 65 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$156.71M · 65 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$112.87M · 62 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$114.71M · 59 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 27, 2026 · Change methodology