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CIK: 0002109462
Total reported value
$651.9M
$651.9M
61 檔
30.8%
As reported in its official Q1 2026 Form 13F filing, Three Arch Wealth Management LLC's tracked investment portfolio stood at $651.9M with 61 total positions.
In Q1 2026, Three Arch Wealth Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAT | Dimensional US Target Value | ETF-Other | 8.29% | -0.45% | -0.84% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 8.06% | -0.20% | -1.69% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.34% | -0.13% | -0.63% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.82% | +0.17% | +2.90% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.56% | -0.56% | -0.39% | |
| 6 | DGCB | Dimensional Global Credit | ETF-Other | 5.45% | -0.66% | +1.72% | |
| 7 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 5.26% | +0.43% | +3.40% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.24% | -0.19% | -0.16% | |
| 9 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 5.12% | -0.16% | +3.15% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.97% | -0.01% | +3.15% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.83% | +0.17% | +6.62% | |
| 12 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 3.60% | +0.44% | +1.53% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.31% | — | +5.16% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 3.24% | +0.12% | +6.00% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.59% | +0.03% | +3.13% | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 2.41% | -0.05% | +2.62% | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.36% | +0.10% | +8.18% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.33% | -0.05% | +0.42% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 2.32% | — | +16.94% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.22% | +0.22% | +3.10% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 2.16% | -0.10% | +0.54% | |
| 22 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.93% | -0.01% | +4.32% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.83% | -0.10% | -10.76% | |
| 24 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.59% | — | — | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.40% | -0.01% | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.33% | — | — | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.33% | -0.02% | +3.93% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.30% | — | -7.83% | |
| 29 | DISV | Dimensional International Sm | ETF-Other | 0.29% | -0.04% | -12.84% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.05% | -5.79% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.28% | -0.07% | -5.47% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.27% | -0.03% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.04% | -0.03% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.24% | -0.01% | -0.44% | |
| 35 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.23% | +0.01% | -15.73% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.20% | -0.01% | — | |
| 37 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.17% | -0.02% | -5.73% | |
| 38 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.16% | -0.02% | +0.46% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | -0.01% | — | |
| 40 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.13% | -0.01% | -4.31% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.13% | -0.02% | — | |
| 42 | FNB | Fnb CORP | Stock-Financials | 0.10% | — | +0.03% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.09% | +0.05% | +49.83% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | -0.02% | -2.82% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.02% | -20.01% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | +0.01% | +1.15% | |
| 47 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.06% | +0.03% | +29.86% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | -0.01% | +0.69% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | +8.56% | |
| 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 61 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAT, DFAS, DFUS) accounted for 30.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
TSLA
市值: $811.2K
Top Position Liquidated / Trimmed
ORCL
前期市值: $217.2K
During Q1 2026, Three Arch Wealth Management LLC's top holdings by market value included DFAT (8.3%)、DFAS (8.1%)、DFUS (7.3%). The largest single position, DFAT, represented 8.3% of total portfolio value.
In Q1 2026, Three Arch Wealth Management LLC made 51 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 18 holdings, and fully liquidating 1 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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