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Three Arch Wealth Management

Latest statistics and disclosures from Three Arch Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are Dimensional Etf Trust, Dimensional Etf Trust, DFUS, AVUV, AVSC, and represent 35.13% of Three Arch Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD, DUSB, DGCB, SPIB, AVUV, GOOG, DFCA, AVES, AVMV, AVSC.
Started 3 new stock positions in NOW, XOM, MU.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$26M), Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, DFUS, DFUV, VTEC, VTI, , BND.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, Exxon Mobil Corporation, VTI.
Three Arch Wealth Management was a net seller of stock by $-13M.
Three Arch Wealth Management has $627M in assets under management (AUM), dropping by -3.78%.
Central Index Key (CIK): 0002109462

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Portfolio Holdings for Three Arch Wealth Management

Three Arch Wealth Management holds 68 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu	7.5	$47M	-2%	709k	66.44	View chart
Dimensional Etf Trust Us Small Cap Etf	7.4	$47M	-3%	603k	77.42	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	7.4	$46M	-2%	559k	83.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.1	$44M	+3%	377k	117.77	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	5.7	$36M	+2%	517k	69.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.3	$34M		599k	55.86	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	5.2	$33M	+10%	631k	51.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.1	$32M	-2%	582k	55.00	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	5.0	$31M	+2%	412k	76.33	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	4.3	$27M		666k	40.17	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	4.1	$26M	+2%	629k	41.14	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	4.0	$25M	+17%	499k	50.49	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	4.0	$25M	+17%	541k	46.47	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	3.0	$19M	+19%	573k	32.28	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	2.8	$18M	+4%	273k	65.13	View chart
Apple (AAPL)	2.8	$18M		53k	333.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$16M	+2%	149k	109.38	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$16M	+3%	170k	94.02	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.5	$16M	+2%	463k	33.69	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.3	$14M	+3%	398k	36.23	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.0	$12M	+5%	278k	44.35	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	0.6	$3.9M		58k	67.80	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.5	$3.1M	+38%	66k	47.67	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.5M		28k	90.44	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.4	$2.2M	-19%	23k	94.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.2M		13k	166.28	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.3	$2.0M		87k	22.59	View chart
Amazon (AMZN)	0.3	$1.9M	+2%	7.7k	249.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.9M		48k	39.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$1.7M		40k	43.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.6M	+242%	4.7k	340.74	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$1.6M		7.9k	195.53	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$1.5M		36k	42.40	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$1.4M	-2%	5.9k	231.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.3M	-13%	19k	70.15	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$1.3M		47k	27.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.2M		7.9k	157.85	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.2	$1.0M		13k	78.13	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$875k		8.9k	98.60	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.1	$805k		12k	68.58	View chart
Microsoft Corporation (MSFT)	0.1	$779k	+40%	1.5k	512.78	View chart
Tesla Motors (TSLA)	0.1	$775k		2.2k	354.81	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$757k	-15%	16k	47.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k		1.00	747005.00	View chart
NVIDIA Corporation (NVDA)	0.1	$650k	+67%	2.8k	228.37	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$636k	+6%	13k	48.35	View chart
Meta Platforms Cl A (META)	0.1	$631k	+7%	870.00	725.18	View chart
Advanced Micro Devices (AMD)	0.1	$610k		997.00	611.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$569k	+26%	1.7k	344.08	View chart
F.N.B. Corporation (FNB)	0.1	$564k		33k	17.21	View chart
Dimensional Etf Trust International (DFSI)	0.1	$553k	+6%	12k	45.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$440k	+2%	574.00	765.83	View chart
Visa Com Cl A (V)	0.1	$390k	+6%	1.1k	359.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$389k	+13%	555.00	701.29	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$353k	NEW	2.2k	162.75	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$311k		5.1k	61.13	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$307k		1.4k	216.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$279k	+3%	1.3k	208.02	View chart
Micron Technology (MU)	0.0	$263k	NEW	247.00	1065.15	View chart
Intel Corporation (INTC)	0.0	$261k		2.2k	120.23	View chart
Servicenow (NOW)	0.0	$258k	NEW	1.9k	134.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$246k		493.00	497.95	View chart
Alkermes SHS (ALKS)	0.0	$243k		6.0k	40.52	View chart
JPMorgan Chase & Co. (JPM)	0.0	$221k	+5%	667.00	330.59	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.0	$216k		4.9k	44.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$204k	+4%	1.5k	136.04	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$144k	+4%	14k	10.62	View chart
Newell Rubbermaid (NWL)	0.0	$80k		15k	5.28	View chart

Past Filings by Three Arch Wealth Management

SEC 13F filings are viewable for Three Arch Wealth Management going back to 2026

Three Arch Wealth Management 2026 Q3 filed Oct. 20, 2026
Three Arch Wealth Management 2026 Q2 filed Aug. 6, 2026
Three Arch Wealth Management 2026 Q1 filed May 6, 2026

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