Archvest Wealth Advisors, Inc. reported 41 positions worth $39.62M for the quarter ended Sep 30, 2026, up 19.4% on the prior quarter. It opened 7 new positions, added to 27, trimmed 4 and exited 0. Its largest holding is Apple Inc. at 17% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | +1,748 | +53.2% | $613.83K | 4.46% |
| NVDA Nvidia Corp | +1,979 | +12.6% | $451.97K | 10.21% |
| INTC Intel Corp | +2,952 | – | $354.92K | 0.896% |
| AMZN Amazon Com Inc | +976 | +10.4% | $243.17K | 6.51% |
| DELL Dell Technologies Inc. | +437 | – | $235.02K | 0.593% |
| MSFT Microsoft Corp | +454 | +7.0% | $232.85K | 8.98% |
| PG PROCTER & GAMBLE Co | +1,599 | – | $232.27K | 0.586% |
| ABNB Airbnb, Inc. | +1,359 | – | $218.32K | 0.551% |
| BAC Bank Of America Corp | +3,961 | – | $215.57K | 0.544% |
| META Meta Platforms, Inc. | +285 | +15.4% | $206.69K | 3.9% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +2,952 | $354.92K | 0.896% |
| DELL Dell Technologies Inc. | +437 | $235.02K | 0.593% |
| PG PROCTER & GAMBLE Co | +1,599 | $232.27K | 0.586% |
| ABNB Airbnb, Inc. | +1,359 | $218.32K | 0.551% |
| BAC Bank Of America Corp | +3,961 | $215.57K | 0.544% |
| WMT Walmart Inc. | +1,938 | $201.44K | 0.508% |
| PCG PG&E Corp | +10.4K | $127.17K | 0.321% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 20.2K | $6.74M | 17% | +439 | +2.2% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 17.7K | $4.05M | 10.21% | +1,979 | +12.6% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 6,935 | $3.56M | 8.98% | +454 | +7.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 10.4K | $2.58M | 6.51% | +976 | +10.4% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 5,355 | $1.82M | 4.61% | +556 | +11.6% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 5,035 | $1.77M | 4.46% | +1,748 | +53.2% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 5,138 | $1.77M | 4.46% | +193 | +3.9% | Added | 0% |
| 8 | LLY ELI LILLY & Co | Healthcare | 1,454 | $1.68M | 4.25% | -12 | -0.8% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,133 | $1.55M | 3.9% | +285 | +15.4% | Added | 0% |
| 10 | IBM International Business Machines Corp | Technology | 4,249 | $934.57K | 2.36% | +261 | +6.5% | Added | 0% |
| 11 | AFG American Financial Group Inc | Financial Services | 6,704 | $916.83K | 2.31% | +236 | +3.6% | Added | 0.01% |
| 12 | GLD Spdr Gold Trust | Financial Services | 2,172 | $827.18K | 2.09% | -42 | -1.9% | Reduced | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 1,210 | $740.23K | 1.87% | +115 | +10.5% | Added | 0% |
| 14 | AMAT Applied Materials Inc | Technology | 1,272 | $650.58K | 1.64% | +39 | +3.2% | Added | 0% |
| 15 | DBC Invesco DB Commodity Index Tracking Fund | Financial Services | 19.4K | $625.39K | 1.58% | 0 | 0.0% | Unchanged | 0.03% |
Tip. Select a row to see that position’s full history at Archvest Wealth Advisors.
As of its Q3 2026 13F filing, Archvest Wealth Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 17.0%, Nvidia Corp (NVDA) at 10.2%, Microsoft Corp (MSFT) at 9.0%, Amazon Com Inc (AMZN) at 6.5%, Alphabet Inc. (GOOG) at 4.6% of the reported portfolio.
Archvest Wealth Advisors, Inc. reported a 13F portfolio worth $39.62M across 41 positions for Q3 2026. That is up 19.4% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($613.83K), Nvidia Corp ($451.97K), Intel Corp ($354.92K). It opened 7 new positions.
Its largest sales by value were Costco Wholesale Corp ($41.84K), Spdr Gold Trust ($16.00K), ELI LILLY & Co ($13.89K). It exited 0 positions entirely.
From the Form 13F-HR reports Archvest Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.