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Three Arch Wealth Management

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

Central Index Key (CIK): 0002109462

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

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Portfolio Holdings for Three Arch Wealth Management

Three Arch Wealth Management holds 61 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.3	$46M	738k	62.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.1	$45M	630k	71.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	7.3	$41M	576k	70.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.8	$38M	344k	110.47	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.6	$31M	585k	52.78	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	5.4	$30M	560k	54.13	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	5.3	$29M	469k	62.30	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.2	$29M	601k	48.46	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	5.1	$28M	384k	74.18	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.0	$22M	618k	35.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.8	$21M	579k	36.76	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	3.6	$20M	592k	33.79	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.3	$18M	363k	50.71	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.2	$18M	376k	47.88	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	2.6	$14M	240k	59.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.4	$13M	415k	32.22	View chart
Spdr Series Trust State Street Spd (SPIB)	2.4	$13M	391k	33.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$13M	130k	99.86	View chart
Apple (AAPL)	2.3	$13M	51k	253.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.2	$12M	153k	80.58	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.2	$12M	357k	33.67	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.9	$11M	244k	44.02	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$4.6M	132k	35.04	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.6	$3.3M	58k	56.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.2M	28k	80.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.9M	13k	142.43	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$1.8M	79k	23.32	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.6M	49k	33.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$1.6M	41k	39.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.6M	22k	73.64	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.6M	59k	26.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.5M	8.0k	184.28	View chart
Amazon (AMZN)	0.2	$1.4M	6.5k	208.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.3M	6.1k	217.23	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$1.3M	36k	35.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.1M	7.9k	138.32	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.2	$932k	13k	71.85	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$877k	8.7k	101.13	View chart
Tesla Motors (TSLA)	0.1	$811k	2.2k	371.75	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.1	$745k	12k	63.43	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k	1.00	718140.00	View chart
F.N.B. Corporation (FNB)	0.1	$583k	35k	16.72	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$494k	12k	41.09	View chart
Microsoft Corporation (MSFT)	0.1	$433k	1.2k	370.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$366k	2.2k	169.66	View chart
Meta Platforms Cl A (META)	0.1	$351k	614.00	572.13	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$339k	8.0k	42.37	View chart
Visa Com Cl A (V)	0.1	$309k	1.0k	302.24	View chart
NVIDIA Corporation (NVDA)	0.1	$294k	1.7k	174.36	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$288k	5.1k	56.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$275k	459.00	597.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$272k	417.00	653.21	View chart
Dimensional Etf Trust International (DFSI)	0.0	$258k	6.1k	42.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$256k	535.00	479.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$248k	1.3k	191.92	View chart
Alkermes SHS (ALKS)	0.0	$228k	6.5k	35.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$228k	795.00	286.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$210k	731.00	287.56	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$209k	2.4k	88.04	View chart
Servicenow (NOW)	0.0	$201k	1.9k	104.55	View chart
Newell Rubbermaid (NWL)	0.0	$52k	15k	3.43	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 Q1 filed May 6, 2026

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