13F Filings History of Archvest Wealth Advisors, Inc.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$156,710,088
Signature - Title
Eric Lai - Chief Compliance Officer
Location
Concord, CA
Summary
This page shows a list of all the recent 13F filings made by Archvest Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Archvest Wealth Advisors, Inc. reported 65 stock holdings with total value $156,710,088 as of Q4 2025. Top holdings included TDTF, DFAI, IVV, VNQ, and IMTM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 65 $156,710,088 +$45,814,828 -$3,994,730 +$41,820,098 TDTF, DFAI, IVV, VNQ, IMTM Restatement 13 Feb 2026, 11:43
Q3 2025 61 $112,135,767 +$5,656,971 -$14,488,490 -$8,831,519 DFAI, IVV, VNQ, IMTM, VEU 13F-HR 29 Oct 2025, 11:21
Q2 2025 59 $113,786,977 +$5,871,098 -$20,907,705 -$15,036,607 DFAI, IVV, VNQ, IMTM, VEU 13F-HR 12 Aug 2025, 09:24
Q1 2025 63 $120,851,586 +$12,262,646 -$29,340,771 -$17,078,125 DFAI, IVV, VNQ, VEU, VWOB 13F-HR 02 May 2025, 13:24
Q4 2024 61 $137,952,930 +$24,956,642 -$37,999,525 -$13,042,883 AGG, DFAI, VWOB, VEU, GSLC 13F-HR 28 Jan 2025, 12:01
Q3 2024 74 $156,488,685 +$14,216,797 -$15,973,161 -$1,756,364 AGG, VEU, GSLC, VNQ, AAPL 13F-HR 04 Nov 2024, 13:25
Q2 2024 61 $150,886,861 +$21,571,225 -$13,828,440 +$7,742,785 AGG, VEU, GSLC, VNQ, AAPL 13F-HR 12 Aug 2024, 12:08
Q1 2024 58 $141,480,551 +$10,330,712 -$3,694,893 +$6,635,819 AGG, VEU, GSLC, VTIP, BSV 13F-HR 29 Apr 2024, 14:14
Q4 2023 55 $132,715,544 +$20,444,531 -$19,363,032 +$1,081,499 AGG, VEU, GSLC, VTIP, BSV 13F-HR 16 Jan 2024, 10:03
Q3 2023 51 $122,823,847 $0 $0 $0 AGG, GSLC, VEU, VTIP, STPZ New Holdings 07 Nov 2023, 11:31
Q3 2023 52 $123,086,402 +$10,280,449 -$5,033,971 +$5,246,478 AGG, GSLC, VEU, VTIP, STPZ 13F-HR 30 Oct 2023, 14:57
Q2 2023 47 $121,907,165 +$7,427,291 -$1,124,903 +$6,302,388 AGG, GSLC, VEU, VTIP, TDTF 13F-HR 17 Jul 2023, 12:25
Q1 2023 45 $112,927,322 +$6,705,685 -$2,910,950 +$3,794,735 AGG, GSLC, VTIP, VEU, TDTF 13F-HR 02 May 2023, 10:40
Q4 2022 41 $85,491,779 +$4,168,204 -$1,752,002 +$2,416,202 AGG, VEU, GSLC, TDTF, STPZ 13F-HR 03 Feb 2023, 11:28
Q3 2022 42 $97,562,000 +$11,665,021 -$1,869,801 +$9,795,220 AGG, VTIP, GSLC, VEU, TDTF 13F-HR 09 Nov 2022, 10:06
Q2 2022 37 $92,804,000 +$2,613,995 -$9,438,841 -$6,824,846 AGG, GSLC, VTIP, VEU, STPZ 13F-HR 26 Jul 2022, 09:42
Q1 2022 40 $110,909,000 +$3,121,737 -$2,519,038 +$602,699 AGG, GSLC, VTIP, VEU, TDTF 13F-HR 03 May 2022, 10:23
Q4 2021 44 $115,471,000 $0 $0 $0 AGG, GSLC, VTIP, VEU, TDTF 13F-HR 14 Feb 2022, 12:25