# EDGAR Filing Document

**Accession Number:** 0001910174
**File Stem:** 0001910174-25-000006
**Filing Date:** 2025-10
**Character Count:** 10280
**Document Hash:** 52de04e7534e7a14c3ee3a95f3a7e730
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910174-25-000006.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0001910174-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**EFFECTIVENESS DATE**: 20251029

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Archvest Wealth Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001910174

**ORGANIZATION NAME:**
- **EIN:** 471649862
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21989
- **FILM NUMBER:** 251428244

**BUSINESS ADDRESS:**
- **STREET 1:** 1390 WILLOW PASS ROAD
- **STREET 2:** SUITE 930
- **CITY:** CONCORD
- **STATE:** CA
- **ZIP:** 94520
- **BUSINESS PHONE:** 9252155600

**MAIL ADDRESS:**
- **STREET 1:** 1390 WILLOW PASS ROAD
- **STREET 2:** SUITE 930
- **CITY:** CONCORD
- **STATE:** CA
- **ZIP:** 94520

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Archvest Wealth Advisors Inc.<br>**Address:** 1390 WILLOW PASS ROAD<br>SUITE 930<br>CONCORD, CA 94520

**Form 13F File Number:** 028-21989

**CRD Number (if applicable):** 000172087

**SEC File Number (if applicable):** 801-118414

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric Lai<br>**Title:** Chief Compliance Officer<br>**Phone:** 925-215-5600

**Signature, Place, and Date of Signing:**

Eric Lai  Concord, CA  10-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $112868565

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| TESLA INC COM | Stock | 88160R101 |  | 207240 | 466 | SH |  | SOLE |  | 0 | 0 | 466 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 211404 | 892 | SH |  | SOLE |  | 0 | 0 | 892 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 |  | 219614 | 8542 | SH |  | SOLE |  | 0 | 0 | 8542 |
| BROADCOM INC COM | Stock | 11135F101 |  | 222726 | 675 | SH |  | SOLE |  | 0 | 0 | 675 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 226583 | 475 | SH |  | SOLE |  | 0 | 0 | 475 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 226669 | 285 | SH |  | SOLE |  | 0 | 0 | 285 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | 808524771 |  | 243186 | 9247 | SH |  | SOLE |  | 0 | 0 | 9247 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 |  | 244527 | 4830 | SH |  | SOLE |  | 0 | 0 | 4830 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 244694 | 1320 | SH |  | SOLE |  | 0 | 0 | 1320 |
| INVESCO S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 250783 | 1322 | SH |  | SOLE |  | 0 | 0 | 1322 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 |  | 259143 | 4783 | SH |  | SOLE |  | 0 | 0 | 4783 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 |  | 261981 | 3566 | SH |  | SOLE |  | 0 | 0 | 3566 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 263192 | 834 | SH |  | SOLE |  | 0 | 0 | 834 |
| QUANTUMSCAPE CORP COM CL A | Stock | 74767V109 |  | 289520 | 23500 | SH |  | SOLE |  | 0 | 0 | 23500 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 300726 | 489 | SH |  | SOLE |  | 0 | 0 | 489 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 303780 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | ETF | 464289859 |  | 347091 | 3938 | SH |  | SOLE |  | 0 | 0 | 3938 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 363981 | 2344 | SH |  | SOLE |  | 0 | 0 | 2344 |
| ACCESS TREASURY 0-1 YEAR ETF | ETF | 381430529 |  | 392100 | 3912 | SH |  | SOLE |  | 0 | 0 | 3912 |
| VANECK SEMICONDUCTOR ETF | ETF | 92189F676 |  | 392820 | 1204 | SH |  | SOLE |  | 0 | 0 | 1204 |
| DIMENSIONAL CORE FIXED INCOME ETF | ETF | 25434V872 |  | 409812 | 9584 | SH |  | SOLE |  | 0 | 0 | 9584 |
| VANGUARD LARGE-CAP ETF | ETF | 922908637 |  | 439648 | 1428 | SH |  | SOLE |  | 0 | 0 | 1428 |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | ETF | 464289883 |  | 463281 | 11536 | SH |  | SOLE |  | 0 | 0 | 11536 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 472929 | 1572 | SH |  | SOLE |  | 0 | 0 | 1572 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 499998 | 540 | SH |  | SOLE |  | 0 | 0 | 540 |
| ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | ETF | 092528884 |  | 510298 | 10071 | SH |  | SOLE |  | 0 | 0 | 10071 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 |  | 532299 | 7157 | SH |  | SOLE |  | 0 | 0 | 7157 |
| ISHARES MSCI USA VALUE FACTOR ETF | ETF | 46432F388 |  | 546894 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 464287630 |  | 554322 | 3135 | SH |  | SOLE |  | 0 | 0 | 3135 |
| MARSH  MCLENNAN COS INC COM | Stock | 571748102 |  | 572950 | 2843 | SH |  | SOLE |  | 0 | 0 | 2843 |
| DIMENSIONAL US VECTOR EQUITY ETF | ETF | 25434V559 |  | 705195 | 12067 | SH |  | SOLE |  | 0 | 0 | 12067 |
| BITWISE BITCOIN ETF TRUST | ETF | 09174C104 |  | 725921 | 11667 | SH |  | SOLE |  | 0 | 0 | 11667 |
| SPDR S 500 ETF TR | PUT | 78462F953 |  | 732798 | 1100 | SH | Put | SOLE |  | 0 | 0 | 1100 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 886351 | 3646 | SH |  | SOLE |  | 0 | 0 | 3646 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 915505 | 1247 | SH |  | SOLE |  | 0 | 0 | 1247 |
| AMERICAN FINL GROUP INC OHIO COM | Stock | 025932104 |  | 922981 | 6334 | SH |  | SOLE |  | 0 | 0 | 6334 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 |  | 991018 | 10614 | SH |  | SOLE |  | 0 | 0 | 10614 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 993776 | 1655 | SH |  | SOLE |  | 0 | 0 | 1655 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | 25434V807 |  | 1053935 | 22852 | SH |  | SOLE |  | 0 | 0 | 22852 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 1087458 | 4465 | SH |  | SOLE |  | 0 | 0 | 4465 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 1148664 | 4071 | SH |  | SOLE |  | 0 | 0 | 4071 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | 808524755 |  | 1424652 | 33162 | SH |  | SOLE |  | 0 | 0 | 33162 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 |  | 1465905 | 14622 | SH |  | SOLE |  | 0 | 0 | 14622 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 1521957 | 4638 | SH |  | SOLE |  | 0 | 0 | 4638 |
| SCHWAB US TIPS ETF | ETF | 808524870 |  | 1543194 | 57261 | SH |  | SOLE |  | 0 | 0 | 57261 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 1596186 | 8555 | SH |  | SOLE |  | 0 | 0 | 8555 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 |  | 1635059 | 19440 | SH |  | SOLE |  | 0 | 0 | 19440 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1675817 | 2196 | SH |  | SOLE |  | 0 | 0 | 2196 |
| ISHARES TIPS BOND ETF | ETF | 464287176 |  | 1705959 | 15339 | SH |  | SOLE |  | 0 | 0 | 15339 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288638 |  | 1734136 | 32060 | SH |  | SOLE |  | 0 | 0 | 32060 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 1973600 | 3810 | SH |  | SOLE |  | 0 | 0 | 3810 |
| AMAZON COM INC COM | Stock | 023135106 |  | 2190430 | 9976 | SH |  | SOLE |  | 0 | 0 | 9976 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 3062391 | 51108 | SH |  | SOLE |  | 0 | 0 | 51108 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 3560754 | 19094 | SH |  | SOLE |  | 0 | 0 | 19094 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 46432F396 |  | 4570929 | 17824 | SH |  | SOLE |  | 0 | 0 | 17824 |
| APPLE INC COM | Stock | 037833100 |  | 5358973 | 21046 | SH |  | SOLE |  | 0 | 0 | 21046 |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | 381430503 |  | 6195284 | 47554 | SH |  | SOLE |  | 0 | 0 | 47554 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 922042775 |  | 7594444 | 106409 | SH |  | SOLE |  | 0 | 0 | 106409 |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | ETF | 46434V449 |  | 8518906 | 177922 | SH |  | SOLE |  | 0 | 0 | 177922 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 |  | 9210553 | 100750 | SH |  | SOLE |  | 0 | 0 | 100750 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 11976805 | 17895 | SH |  | SOLE |  | 0 | 0 | 17895 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 |  | 13714838 | 377300 | SH |  | SOLE |  | 0 | 0 | 377300 |

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