# EDGAR Filing Document

**Accession Number:** 0001910174
**File Stem:** 0001910174-26-000002
**Filing Date:** 2026-2
**Character Count:** 10206
**Document Hash:** a1b727df86353f9ad86ababe5dadabb0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910174-26-000002.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0001910174-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**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/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21989
- **FILM NUMBER:** 26630204

**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:** 12-31-2025

**Check here if Amendment** [x] **Amendment Number:** 1

**This Amendment (Check only one.):** [x] 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  02-13-2026<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:** 65

**Form 13F Information Table Value Total:** $156710088

      (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 |
| AMAZON INC | COM | 023135106 |  | 2316740 | 10037 | SH |  | SOLE |  | 0 | 0 | 10037 |
| AMERICAN FINL GROUP INC OHIO | COM | 025932104 |  | 922581 | 6750 | SH |  | SOLE |  | 0 | 0 | 6750 |
| AMGEN INC | COM | 031162100 |  | 216192 | 661 | SH |  | SOLE |  | 0 | 0 | 661 |
| APPLE INC | COM | 037833100 |  | 5399834 | 19863 | SH |  | SOLE |  | 0 | 0 | 19863 |
| APPLIED MATLS INC | COM | 038222105 |  | 219083 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 280981 | 559 | SH |  | SOLE |  | 0 | 0 | 559 |
| CATERPILLAR INC | COM | 149123101 |  | 286233 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| CHEVRON CORP NEW COM | COM | 166764100 |  | 421592 | 2766 | SH |  | SOLE |  | 0 | 0 | 2766 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 496528 | 1612 | SH |  | SOLE |  | 0 | 0 | 1612 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 5783820 | 43694 | SH |  | SOLE |  | 0 | 0 | 43694 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 736458 | 7369 | SH |  | SOLE |  | 0 | 0 | 7369 |
| HOME DEPOT INC | COM | 437076102 |  | 406750 | 1182 | SH |  | SOLE |  | 0 | 0 | 1182 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1208453 | 4080 | SH |  | SOLE |  | 0 | 0 | 4080 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 1874682 | 17057 | SH |  | SOLE |  | 0 | 0 | 17057 |
| ISHARES TR | CORE S 500 ETF | 464287200 |  | 12746627 | 18610 | SH |  | SOLE |  | 0 | 0 | 18610 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 355194 | 3556 | SH |  | SOLE |  | 0 | 0 | 3556 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1020312 | 10625 | SH |  | SOLE |  | 0 | 0 | 10625 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 593858 | 3277 | SH |  | SOLE |  | 0 | 0 | 3277 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 1890876 | 35094 | SH |  | SOLE |  | 0 | 0 | 35094 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 278529 | 3110 | SH |  | SOLE |  | 0 | 0 | 3110 |
| ISHARES TR | CONSER ALLOC ETF | 464289883 |  | 443643 | 11055 | SH |  | SOLE |  | 0 | 0 | 11055 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 273727 | 1323 | SH |  | SOLE |  | 0 | 0 | 1323 |
| ELI LILLY  CO | COM | 532457108 |  | 2429638 | 2261 | SH |  | SOLE |  | 0 | 0 | 2261 |
| MARSH  MCLENNAN COS | INC | 571748102 |  | 504243 | 2718 | SH |  | SOLE |  | 0 | 0 | 2718 |
| MICROSOFT CORP | COM | 594918104 |  | 2221300 | 4593 | SH |  | SOLE |  | 0 | 0 | 4593 |
| SCHWAB STRATEGIC TR | SCHWB FDT INTL LG | 808524755 |  | 1530253 | 33848 | SH |  | SOLE |  | 0 | 0 | 33848 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 |  | 252139 | 9266 | SH |  | SOLE |  | 0 | 0 | 9266 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1680310 | 63432 | SH |  | SOLE |  | 0 | 0 | 63432 |
| STARBUCKS CORP | COM | 855244109 |  | 210627 | 2501 | SH |  | SOLE |  | 0 | 0 | 2501 |
| VANGUARD INDEX FDS | VALUE ETF | 921908844 |  | 272747 | 1241 | SH |  | SOLE |  | 0 | 0 | 1241 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 257534 | 3414 | SH |  | SOLE |  | 0 | 0 | 3414 |
| VANGUARD TAX-MANATGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 3526815 | 56456 | SH |  | SOLE |  | 0 | 0 | 56456 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 240017 | 4853 | SH |  | SOLE |  | 0 | 0 | 4853 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 7830943 | 106457 | SH |  | SOLE |  | 0 | 0 | 106457 |
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | 922042858 |  | 367990 | 6845 | SH |  | SOLE |  | 0 | 0 | 6845 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 207893 | 331 | SH |  | SOLE |  | 0 | 0 | 331 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 9198607 | 103951 | SH |  | SOLE |  | 0 | 0 | 103951 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 440457 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 3771712 | 19748 | SH |  | SOLE |  | 0 | 0 | 19748 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1630010 | 4862 | SH |  | SOLE |  | 0 | 0 | 4862 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1140877 | 1857 | SH |  | SOLE |  | 0 | 0 | 1857 |
| ABBVIE INC | COM | 00287Y109 |  | 216077 | 946 | SH |  | SOLE |  | 0 | 0 | 946 |
| ALPHABET INC CAP STK | CL C | 02079K107 |  | 1450227 | 4622 | SH |  | SOLE |  | 0 | 0 | 4622 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1189760 | 3801 | SH |  | SOLE |  | 0 | 0 | 3801 |
| BITWISE BITCOIN ETF TRUST | SHS BEN INT | 09174C104 |  | 572385 | 12035 | SH |  | SOLE |  | 0 | 0 | 12035 |
| BROADCOM INC | COM | 11135F101 |  | 442411 | 1278 | SH |  | SOLE |  | 0 | 0 | 1278 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 458927 | 532 | SH |  | SOLE |  | 0 | 0 | 532 |
| DIMESIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 14410468 | 378128 | SH |  | SOLE |  | 0 | 0 | 378128 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | 25434V559 |  | 752511 | 12588 | SH |  | SOLE |  | 0 | 0 | 12588 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL VAL FD | 25434V807 |  | 1148997 | 23026 | SH |  | SOLE |  | 0 | 0 | 23026 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 204622 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| META PLATFORMS INC | CLA | 30303M102 |  | 891374 | 1350 | SH |  | SOLE |  | 0 | 0 | 1350 |
| FLEXSHARES TR | IBOXX 5 YR TRGT | 33939L605 |  | 39292959 | 1639598 | SH |  | SOLE |  | 0 | 0 | 1639598 |
| GE VERNOVA INC | COM | 36828A101 |  | 325530 | 498 | SH |  | SOLE |  | 0 | 0 | 498 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 379346 | 432 | SH |  | SOLE |  | 0 | 0 | 432 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 252859 | 1320 | SH |  | SOLE |  | 0 | 0 | 1320 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 600457 | 4392 | SH |  | SOLE |  | 0 | 0 | 4392 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 4621368 | 18463 | SH |  | SOLE |  | 0 | 0 | 18463 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 8554430 | 178329 | SH |  | SOLE |  | 0 | 0 | 178329 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 286244 | 888 | SH |  | SOLE |  | 0 | 0 | 888 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2102729 | 11275 | SH |  | SOLE |  | 0 | 0 | 11275 |
| QUANTUMSCAPE CORP | COM | 74767V109 |  | 244870 | 23500 | SH |  | SOLE |  | 0 | 0 | 23500 |
| SALESFORCE INC | COM | 79466L302 |  | 223054 | 842 | SH |  | SOLE |  | 0 | 0 | 842 |
| VANECK SEMICONDUCTOR ETF | ETF | 92189F676 |  | 413681 | 1149 | SH |  | SOLE |  | 0 | 0 | 1149 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1787997 | 21349 | SH |  | SOLE |  | 0 | 0 | 21349 |

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