Three Arch Wealth Management

Three Arch Wealth Management as of June 30, 2026

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