Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Three Arch Wealth Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Three Arch Wealth Management LLC (CIK 2109462) reported $651.9M across 69 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAS ($51.2M, 7.86%), DFAT ($51.1M, 7.84%), DFUS ($47.0M, 7.21%), AVUV ($45.5M, 6.99%), AVSC ($37.1M, 5.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFASDIMENSIONAL ETF TRUST$51.2M7.86%622,027Trimmed
2DFATDIMENSIONAL ETF TRUST$51.1M7.84%730,943Trimmed
3DFUSDIMENSIONAL ETF TRUST$47.0M7.21%573,323Trimmed
4AVUVAMERICAN CENTY ETF TR$45.5M6.99%365,012Added
5AVSCAMERICAN CENTY ETF TR$37.1M5.69%505,992Added
6DFUVDIMENSIONAL ETF TRUST$32.9M5.05%598,703Trimmed
7DFIVDIMENSIONAL ETF TRUST$32.6M4.99%602,821Added
8AVMVAMERICAN CENTY ETF TR$32.3M4.96%401,168Added
9DGCBDIMENSIONAL ETF TRUST$31.2M4.79%571,496Added
10DEHPDIMENSIONAL ETF TRUST$26.3M4.04%615,346Added
11DUHPDIMENSIONAL ETF TRUST$26.1M4.00%625,157Added
12DFLVDIMENSIONAL ETF TRUST$25.8M3.96%652,830Added
13DFSDDIMENSIONAL ETF TRUST$21.9M3.36%458,148Added
14DUSBDIMENSIONAL ETF TRUST$21.6M3.31%424,532Added
15AVESAMERICAN CENTY ETF TR$17.0M2.62%259,889Added
16SPIBSPDR SERIES TRUST$16.0M2.46%479,301Added
17AVEMAMERICAN CENTY ETF TR$15.9M2.44%164,994Added
18DIHPDIMENSIONAL ETF TRUST$15.4M2.36%451,073Added
19AAPLAPPLE INC$15.1M2.32%52,292Added
20AVDVAMERICAN CENTY ETF TR$14.9M2.28%144,506Added
21DFISDIMENSIONAL ETF TRUST$13.4M2.06%383,932Added
22AVREAMERICAN CENTY ETF TR$12.5M1.92%264,363Added
23DFSVDIMENSIONAL ETF TRUST$4.8M0.73%122,699Trimmed
24AVUQAMERICAN CENTY ETF TR$3.8M0.59%57,916Trimmed
25VTECVANGUARD CALIF TAX FREE FDS$2.9M0.45%29,203New

Source: SEC Form 13F filings · as of 2026-06-30