Archvest Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$156M
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 74 stock holdings with total value $156M as of Q3 2024. Top holdings included AGG, VEU, GSLC, VNQ, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 74 $156M +$14.2M -$16M -$1.76M AGG, VEU, GSLC, VNQ, AAPL 13F-HR 11/4/2024, 01:25 PM
Q2 2024 61 $151M +$21.6M -$13.8M +$7.74M AGG, VEU, GSLC, VNQ, AAPL 13F-HR 8/12/2024, 12:08 PM
Q1 2024 58 $141M +$10.3M -$3.69M +$6.64M AGG, VEU, GSLC, VTIP, BSV 13F-HR 4/29/2024, 02:14 PM
Q4 2023 55 $133M +$20.4M -$19.4M +$1.08M AGG, VEU, GSLC, VTIP, BSV 13F-HR 1/16/2024, 10:03 AM
Q3 2023 51 $123M $0 $0 AGG, GSLC, VEU, VTIP, STPZ New Holdings 11/7/2023, 11:31 AM
Q3 2023 52 $123M +$10.3M -$5.03M +$5.25M AGG, GSLC, VEU, VTIP, STPZ 13F-HR 10/30/2023, 02:57 PM
Q2 2023 47 $122M +$7.43M -$1.12M +$6.3M AGG, GSLC, VEU, VTIP, TDTF 13F-HR 7/17/2023, 12:25 PM
Q1 2023 45 $113M +$6.71M -$2.91M +$3.79M AGG, GSLC, VTIP, VEU, TDTF 13F-HR 5/2/2023, 10:40 AM
Q4 2022 41 $85.5M +$4.17M -$1.75M +$2.42M AGG, VEU, GSLC, TDTF, STPZ 13F-HR 2/3/2023, 11:28 AM
Q3 2022 42 $97.6M +$11.7M -$1.87M +$9.8M AGG, VTIP, GSLC, VEU, TDTF 13F-HR 11/9/2022, 10:06 AM
Q2 2022 37 $92.8M +$2.61M -$9.44M -$6.82M AGG, GSLC, VTIP, VEU, STPZ 13F-HR 7/26/2022, 09:42 AM
Q1 2022 40 $111M +$3.12M -$2.52M +$603K AGG, GSLC, VTIP, VEU, TDTF 13F-HR 5/3/2022, 10:23 AM
Q4 2021 44 $115M $0 $0 AGG, GSLC, VTIP, VEU, TDTF 13F-HR 2/14/2022, 12:25 PM