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CIK: 0002109462
Total reported value
$651.9M
$651.9M
59 檔
30.0%
According to the latest 13F quarterly dataset, Three Arch Wealth Management LLC managed an equity portfolio of $651.9M at the end of Q4 2025, spanning 59 distinct U.S. exchange-listed positions.
During Q4 2025, Three Arch Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.37% | -0.20% | — | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 8.30% | -0.45% | — | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 8.05% | -0.13% | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.38% | +0.17% | — | |
| 5 | DGCB | Dimensional Global Credit | ETF-Other | 5.59% | -0.66% | — | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.49% | -0.56% | — | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.26% | -0.19% | — | |
| 8 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 4.99% | +0.43% | — | |
| 9 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 4.96% | -0.16% | — | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.87% | +0.17% | — | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.84% | -0.01% | — | |
| 12 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 3.52% | +0.44% | — | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.28% | — | — | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 3.19% | +0.12% | — | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.54% | +0.03% | — | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.40% | -0.05% | — | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.29% | +0.10% | — | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.28% | -0.05% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 2.22% | — | — | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 2.19% | -0.10% | — | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.14% | +0.22% | — | |
| 22 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.90% | -0.01% | — | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.91% | -0.10% | — | |
| 24 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.65% | — | — | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.39% | -0.01% | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | — | — | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.34% | -0.02% | — | |
| 28 | DISV | Dimensional International Sm | ETF-Other | 0.34% | -0.04% | — | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.32% | — | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.05% | — | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.31% | -0.07% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.04% | — | |
| 33 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.27% | +0.01% | — | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.27% | -0.03% | — | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.24% | -0.01% | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.21% | -0.01% | — | |
| 37 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.18% | -0.02% | — | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.16% | -0.02% | — | |
| 39 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.14% | -0.01% | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.14% | -0.02% | — | |
| 41 | FNB | Fnb CORP | Stock-Financials | 0.11% | — | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.02% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | +0.01% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | -0.01% | — | |
| 45 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.07% | +0.05% | — | |
| 46 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.06% | -0.04% | EXIT | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.06% | -0.02% | — | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.06% | -0.04% | EXIT | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | — | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.05% | — | — |
According to official SEC Form 13F filings, Three Arch Wealth Management LLC reported a total U.S. public equity portfolio value of $651.9M across 59 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAS, DFAT, DFUS) accounted for 30.0% of total reported equity market value during Q4 2025.
During Q4 2025, Three Arch Wealth Management LLC's top holdings by market value included DFAS (8.4%)、DFAT (8.3%)、DFUS (8.1%). The largest single position, DFAS, represented 8.4% of total portfolio value.
In Q4 2025, Three Arch Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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