Archvest Wealth Advisors, Inc. has released its quarterly holdings report for the third quarter of 2026, revealing a total value of approximately $199.4 million as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategy and positions within the financial advisory sector.

Background

Archvest Wealth Advisors, Inc. operates in the financial advisory sector, focusing on wealth management and investment strategies for its clients. The company is based in Concord, California, and has been actively filing with the SEC, with its most recent filing being a 13F-HR on October 29, 2026. The company’s CIK is 0001910174.

What the Filing Says

The filing indicates that Archvest holds investments across a diverse range of companies, with a total of 80 different positions. Notable investments include:

  • Apple Inc. - $6,735,079
  • Amazon Inc. - $2,578,952
  • Alphabet Inc. - $1,767,764

These figures illustrate Archvest's strategy of investing in large-cap technology and consumer goods companies, which have shown resilience in the market.

Impact

This filing affects various stakeholders, including clients of Archvest who rely on the firm for investment management and financial advice. It also provides a benchmark for competitors in the financial advisory industry, showcasing Archvest's investment choices and strategies.

What's Next

The filing does not specify what happens next regarding Archvest's investment strategies or potential changes in their portfolio. However, it is expected that the firm will continue to monitor its investments closely and adjust its holdings as necessary to align with market conditions.