Three Arch Wealth Management LLC 13F Holdings · Q2 2026
Three Arch Wealth Management LLC reported 69 securities worth $651.95M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAS (7.86%), DFAT (7.84%), DFUS (7.21%). Among its top 25 positions this quarter: 1 new, 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAS | DIMENSIONAL ETF TRUST | $51.2M | 7.86% | 622,027 | Trimmed |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $51.1M | 7.84% | 730,943 | Trimmed |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $47.0M | 7.21% | 573,323 | Trimmed |
| 4 | AVUV | AMERICAN CENTY ETF TR | $45.5M | 6.99% | 365,012 | Added |
| 5 | AVSC | AMERICAN CENTY ETF TR | $37.1M | 5.69% | 505,992 | Added |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $32.9M | 5.05% | 598,703 | Trimmed |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $32.6M | 4.99% | 602,821 | Added |
| 8 | AVMV | AMERICAN CENTY ETF TR | $32.3M | 4.96% | 401,168 | Added |
| 9 | DGCB | DIMENSIONAL ETF TRUST | $31.2M | 4.79% | 571,496 | Added |
| 10 | DEHP | DIMENSIONAL ETF TRUST | $26.3M | 4.04% | 615,346 | Added |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $26.1M | 4.00% | 625,157 | Added |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $25.8M | 3.96% | 652,830 | Added |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $21.9M | 3.36% | 458,148 | Added |
| 14 | DUSB | DIMENSIONAL ETF TRUST | $21.6M | 3.31% | 424,532 | Added |
| 15 | AVES | AMERICAN CENTY ETF TR | $17.0M | 2.62% | 259,889 | Added |
| 16 | SPIB | SPDR SERIES TRUST | $16.0M | 2.46% | 479,301 | Added |
| 17 | AVEM | AMERICAN CENTY ETF TR | $15.9M | 2.44% | 164,994 | Added |
| 18 | DIHP | DIMENSIONAL ETF TRUST | $15.4M | 2.36% | 451,073 | Added |
| 19 | AAPL | APPLE INC | $15.1M | 2.32% | 52,292 | Added |
| 20 | AVDV | AMERICAN CENTY ETF TR | $14.9M | 2.28% | 144,506 | Added |
| 21 | DFIS | DIMENSIONAL ETF TRUST | $13.4M | 2.06% | 383,932 | Added |
| 22 | AVRE | AMERICAN CENTY ETF TR | $12.5M | 1.92% | 264,363 | Added |
| 23 | DFSV | DIMENSIONAL ETF TRUST | $4.8M | 0.73% | 122,699 | Trimmed |
| 24 | AVUQ | AMERICAN CENTY ETF TR | $3.8M | 0.59% | 57,916 | Trimmed |
| 25 | VTEC | VANGUARD CALIF TAX FREE FDS | $2.9M | 0.45% | 29,203 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR