Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Three Arch Wealth Management

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

Top 5 stock holdings are DFAS, DFAT, DFUS, AVUV, AVSC, and represent 35.58% of Three Arch Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD, DUSB, SPIB, VTEC, AVSC, AVUV, DFCA, DUHP, AVDV, AVMV.
Started 10 new stock positions in JPM, IJR, VTEC, AMD, VTV, DFCA, INTC, VTI, VGSR, DFAC.
Reduced shares in these 10 stocks: DFAS, DFAT, DFGR, DFSV, AVGE, , DFUS, DFUV, FNB, MSFT.
Sold out of its positions in AVGE, NOW.
Three Arch Wealth Management was a net buyer of stock by $37M.
Three Arch Wealth Management has $652M in assets under management (AUM), dropping by 17.23%.
Central Index Key (CIK): 0002109462

Tip: Access up to 7 years of quarterly data

Positions held by Three Arch Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Three Arch Wealth Management

Three Arch Wealth Management holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.9	$51M		622k	82.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.8	$51M		731k	69.90	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	7.2	$47M		573k	81.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.0	$46M	+6%	365k	124.76	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	5.7	$37M	+7%	506k	73.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.1	$33M		599k	55.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.0	$33M	+2%	603k	54.02	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	5.0	$32M	+4%	401k	80.54	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	4.8	$31M	+2%	572k	54.67	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	4.0	$26M	+3%	615k	42.77	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	4.0	$26M	+7%	625k	41.73	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	4.0	$26M	+5%	653k	39.54	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.4	$22M	+21%	458k	47.75	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	3.3	$22M	+16%	425k	50.78	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	2.6	$17M	+8%	260k	65.60	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.5	$16M	+22%	479k	33.46	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$16M	+7%	165k	96.49	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.4	$15M	+8%	451k	34.12	View chart
Apple (AAPL)	2.3	$15M	+2%	52k	289.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$15M	+11%	145k	103.05	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.1	$13M	+7%	384k	35.03	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.9	$13M	+8%	264k	47.38	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.7	$4.8M	-6%	123k	38.79	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	0.6	$3.8M		58k	66.00	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.5	$2.9M	NEW	29k	100.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.5M		28k	91.21	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.4	$2.4M	NEW	48k	50.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$2.1M		13k	164.27	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.3	$2.0M	+9%	86k	23.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.9M		48k	40.21	View chart
Amazon (AMZN)	0.3	$1.8M	+15%	7.5k	238.34	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$1.6M		41k	40.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.6M		22k	73.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.6M		8.0k	197.60	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$1.5M		36k	42.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.5M		6.1k	242.97	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$1.4M	-19%	48k	28.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.2M		7.9k	156.95	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$977k		13k	75.26	View chart
Tesla Motors (TSLA)	0.1	$917k		2.2k	420.60	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$888k		8.8k	101.31	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$884k	+57%	19k	46.63	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.1	$814k		12k	69.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
F.N.B. Corporation (FNB)	0.1	$623k	-6%	33k	19.08	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$603k	+54%	12k	48.88	View chart
Advanced Micro Devices (AMD)	0.1	$583k	NEW	1.0k	580.91	View chart
Dimensional Etf Trust International (DFSI)	0.1	$519k	+89%	12k	45.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$486k	+73%	1.4k	353.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$469k	+79%	1.3k	357.37	View chart
Meta Platforms Cl A (META)	0.1	$455k	+31%	808.00	563.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$420k	+34%	561.00	748.87	View chart
Microsoft Corporation (MSFT)	0.1	$402k	-7%	1.1k	373.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$383k	NEW	1.0k	370.04	View chart
Visa Com Cl A (V)	0.1	$349k		1.0k	343.09	View chart
NVIDIA Corporation (NVDA)	0.1	$339k		1.7k	200.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$335k	+6%	488.00	687.28	View chart
Alkermes SHS (ALKS)	0.0	$315k	-6%	6.0k	52.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$312k	NEW	1.4k	217.87	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$310k		5.1k	60.79	View chart
Intel Corporation (INTC)	0.0	$301k	NEW	2.2k	139.63	View chart
Exxon Mobil Corporation (XOM)	0.0	$295k		2.2k	136.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$275k		1.3k	212.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$244k	-8%	487.00	500.39	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$215k	NEW	4.9k	44.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$213k	NEW	1.4k	148.31	View chart
JPMorgan Chase & Co. (JPM)	0.0	$207k	NEW	632.00	327.26	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$147k	NEW	13k	11.39	View chart
Newell Rubbermaid (NWL)	0.0	$94k		15k	6.14	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 Q2 filed Aug. 6, 2026
Three Arch Wealth Management 2026 Q1 filed May 6, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z