Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $110 Million
  • Prior Value $120 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Archvest Wealth Advisors, Inc. Portfolio

Follow Archvest Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.