Three Arch Wealth Management

Three Arch Wealth Management as of March 31, 2026

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