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CIK: 0002109462
Total reported value
$627.3M
$627.3M
69 檔
37.0%
In Q2 2026, Three Arch Wealth Management LLC's U.S. equity holdings reached a combined market value of $627.3M, distributed across 69 disclosed stock positions.
In Q2 2026, Three Arch Wealth Management LLC displayed an active expansion posture, initiating 10 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.86% | -0.41% | -1.28% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 7.84% | -0.33% | -0.96% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.21% | +0.18% | -0.42% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.99% | +0.09% | +6.26% | |
| 5 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 5.69% | +0.01% | +7.83% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.05% | +0.05% | -0.43% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.99% | +0.34% | +2.97% | |
| 8 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 4.96% | +0.05% | +4.60% | |
| 9 | DGCB | Dimensional Global Credit | ETF-Other | 4.79% | +0.43% | +2.13% | |
| 10 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 4.04% | +0.09% | +3.94% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.00% | -4.00% | EXIT | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.96% | +0.30% | +5.71% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 3.36% | +0.64% | +21.77% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.31% | +0.70% | +16.84% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.62% | +0.21% | +8.32% | |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.46% | +0.49% | +22.53% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.44% | +0.11% | +7.83% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 2.36% | +0.13% | +8.58% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.47% | +2.75% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.28% | +0.31% | +11.26% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 2.06% | +0.24% | +7.42% | |
| 22 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.92% | +0.05% | +8.54% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.73% | -0.73% | EXIT | |
| 24 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.59% | +0.04% | -0.14% | |
| 25 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.45% | -0.10% | — | |
| 26 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.39% | +0.01% | — | |
| 27 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.37% | +0.13% | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.33% | +0.02% | — | |
| 29 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.31% | — | +9.96% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.30% | — | -0.29% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.03% | +15.30% | |
| 32 | DISV | Dimensional International Sm | ETF-Other | 0.25% | +0.03% | -0.67% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.03% | -0.31% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.24% | +0.01% | -0.32% | |
| 35 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.24% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | -0.01% | +0.26% | |
| 37 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.21% | -0.01% | -19.95% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.19% | +0.01% | — | |
| 39 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.15% | +0.01% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | -0.02% | -0.05% | |
| 41 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.14% | — | +1.07% | |
| 42 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.14% | -0.02% | +57.72% | |
| 43 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.12% | +0.01% | — | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.11% | +0.01% | — | |
| 45 | FNB | Fnb CORP | Stock-Financials | 0.10% | -0.01% | -6.30% | |
| 46 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.09% | +0.01% | +54.17% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | +0.01% | — | |
| 48 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.08% | +0.01% | +89.31% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.19% | +73.08% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.02% | +79.48% |
According to official SEC Form 13F filings, Three Arch Wealth Management LLC reported a total U.S. public equity portfolio value of $627.3M across 69 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 DFAS, DFAT, DFUS) accounted for 37.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
VTEC
市值: $2.9M
Top Position Liquidated / Trimmed
AVGE
前期市值: $209.0K
During Q2 2026, Three Arch Wealth Management LLC's top holdings by market value included DFAS (7.9%)、DFAT (7.8%)、DFUS (7.2%). The largest single position, DFAS, represented 7.9% of total portfolio value.
In Q2 2026, Three Arch Wealth Management LLC made 61 total portfolio adjustments, initiating 10 new buys, adding to 32 positions, trimming 17 holdings, and fully liquidating 2 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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