Three Arch Wealth Management LLC Top Holdings and 13F Report (2026) About Three Arch Wealth Management LLCInvestment ActivityThree Arch Wealth Management LLC has $651.95 million in total holdings as of June 30, 2026.Three Arch Wealth Management LLC owns shares of 69 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.09% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Three Arch Wealth Management LLC has purchased 61 new stocks and bought additional shares in 32 stocks.Three Arch Wealth Management LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Small Cap ETF $51,217,698Dimensional U.S. Targeted Value ETF $51,092,928Dimensional U.S. Equity ETF $46,978,117Avantis U.S. Small Cap Value ETF $45,538,839Avantis U.S. Small Cap Equity ETF $37,109,429 Largest New Holdings this Quarter 922021605 - VANGUARD CALIF TAX FREE FDS $2,937,793 Holding25434V633 - Dimensional California Municipal Bond ETF $2,388,673 Holding007903107 - Advanced Micro Devices $583,234 Holding922908769 - Vanguard Total Stock Market ETF $382,991 Holding922908744 - Vanguard Value ETF $312,209 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 81,921 shares (about $3.91M)DIMENSIONAL ETF TRUST 61,179 shares (about $3.11M)SPDR Portfolio Intermediate Term Corporate Bond ETF 88,121 shares (about $2.95M)VANGUARD CALIF TAX FREE FDS 29,203 shares (about $2.94M)Avantis U.S. Small Cap Equity ETF 36,745 shares (about $2.69M) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 8,069 shares (about $664.40K)Dimensional U.S. Targeted Value ETF 7,083 shares (about $495.10K)Dimensional Global Real Estate ETF 11,843 shares (about $343.09K)Dimensional US Small Cap Value ETF 8,805 shares (about $341.54K)Dimensional U.S. Equity ETF 2,420 shares (about $198.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThree Arch Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFASDimensional U.S. Small Cap ETF$51,217,698$664,401 â–¼-1.3%622,0277.9%ETFDFATDimensional U.S. Targeted Value ETF$51,092,928$495,102 â–¼-1.0%730,9437.8%ETFDFUSDimensional U.S. Equity ETF$46,978,117$198,295 â–¼-0.4%573,3237.2%ETFAVUVAvantis U.S. Small Cap Value ETF$45,538,839$2,683,210 â–²6.3%365,0127.0%ETFAVSCAvantis U.S. Small Cap Equity ETF$37,109,429$2,694,877 â–²7.8%505,9925.7%ETFDFUVDimensional US Marketwide Value ETF$32,934,661$140,661 â–¼-0.4%598,7035.1%ETFDFIVDimensional International Value ETF$32,564,389$940,110 â–²3.0%602,8215.0%ETFAMERICAN CENTY ETF TR$32,308,101$1,422,008 â–²4.6%401,1685.0%AVAN US VALU ETFDIMENSIONAL ETF TRUST$31,243,670$652,377 â–²2.1%571,4964.8%GLOBAL CR ETFDEHPDimensional Emerging Markets High Profitability ETF$26,318,356$998,167 â–²3.9%615,3464.0%ETFDUHPDimensional US High Profitability ETF$26,087,808$1,917,369 â–²7.9%625,1574.0%ETFDFLVDimensional US Large Cap Value ETF$25,812,892$1,393,982 â–²5.7%652,8304.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$21,876,581$3,911,730 â–²21.8%458,1483.4%ETFDIMENSIONAL ETF TRUST$21,557,757$3,106,673 â–²16.8%424,5323.3%ULTR FIX INC ETFAVESAvantis Emerging Markets Value ETF$17,048,695$1,309,899 â–²8.3%259,8892.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$16,037,411$2,948,529 â–²22.5%479,3012.5%ETFAVEMAvantis Emerging Markets Equity ETF$15,920,295$1,155,855 â–²7.8%164,9942.4%ETFDIHPDimensional International High Profitability ETF$15,392,875$1,216,011 â–²8.6%451,0732.4%ETFAAPLApple$15,131,168$404,813 â–²2.7%52,2922.3%TechnologyAVDVAvantis International Small Cap Value ETF$14,891,351$1,506,695 â–²11.3%144,5062.3%ETFDFISDimensional International Small Cap ETF$13,449,155$928,997 â–²7.4%383,9322.1%ETFAVREAvantis Real Estate ETF$12,525,535$985,079 â–²8.5%264,3631.9%ETFDFSVDimensional US Small Cap Value ETF$4,759,476$341,545 â–¼-6.7%122,6990.7%ETFAMERICAN CENTY ETF TR$3,822,462$5,478 â–¼-0.1%57,9160.6%AVAN U S QUA ETFVANGUARD CALIF TAX FREE FDS$2,937,793$2,937,793 â–²New Holding29,2030.5%TAX EXEMPT BD FDAVLVAvantis U.S. Large Cap Value ETF$2,532,3810.0%27,7640.4%ETFDFCADimensional California Municipal Bond ETF$2,388,673$2,388,673 â–²New Holding47,6020.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,142,7380.0%13,0440.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,024,340$183,417 â–²10.0%86,3630.3%ETFDFAEDimensional Emerging Core Equity Market ETF$1,944,805$5,710 â–¼-0.3%48,3660.3%ETFAMZNAmazon.com$1,795,654$238,340 â–²15.3%7,5340.3%Consumer DiscretionaryDISVDimensional International Small Cap Value ETF$1,634,878$10,955 â–¼-0.7%40,7400.3%ETFBNDVanguard Total Bond Market ETF$1,583,593$4,918 â–¼-0.3%21,5720.2%ETFVOEVanguard Mid-Cap Value ETF$1,581,788$5,138 â–¼-0.3%8,0050.2%ETFDFEVDimensional Emerging Markets Value ETF$1,544,0910.0%36,1890.2%ETFVBRVanguard Small-Cap Value ETF$1,477,518$3,888 â–²0.3%6,0810.2%ETFDFGRDimensional Global Real Estate ETF$1,376,531$343,090 â–¼-20.0%47,5160.2%ETFVTVanguard Total World Stock ETF$1,236,6150.0%7,8790.2%ETFAMERICAN CENTY ETF TR$976,4750.0%12,9750.1%AVANTIS INTL SMLTSLATesla$917,329$421 â–¼0.0%2,1810.1%Consumer DiscretionaryVTESVanguard Short-Term Tax-Exempt Bond ETF$888,419$9,422 â–²1.1%8,7690.1%ETFDFSUDimensional US Sustainability Core 1 ETF$884,290$323,612 â–²57.7%18,9640.1%ETFAMERICAN CENTY ETF TR$814,0790.0%11,7430.1%AVA MAR SMA ETFBRK.ABerkshire Hathaway$748,8500.0%10.1%FinanceFNBF.N.B.$623,286$41,881 â–¼-6.3%32,6670.1%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$602,649$211,751 â–²54.2%12,3290.1%ETFAMDAdvanced Micro Devices$583,234$583,234 â–²New Holding1,0040.1%TechnologyDFSIDimensional International Sustainability Core 1 ETF$519,185$244,935 â–²89.3%11,5120.1%ETFGOOGAlphabet$486,182$205,285 â–²73.1%1,3760.1%Communication ServicesGOOGLAlphabet$468,869$207,632 â–²79.5%1,3120.1%Communication ServicesMETAMeta Platforms$455,138$109,278 â–²31.6%8080.1%Communication ServicesIVViShares Core S&P 500 ETF$420,115$107,837 â–²34.5%5610.1%ETFMSFTMicrosoft$402,275$34,331 â–¼-7.9%1,0780.1%TechnologyVTIVanguard Total Stock Market ETF$382,991$382,991 â–²New Holding1,0350.1%ETFVVisa$348,923$1,372 â–¼-0.4%1,0170.1%FinanceNVDANVIDIA$339,330$2,001 â–²0.6%1,6960.1%TechnologyVOOVanguard S&P 500 ETF$335,395$19,931 â–²6.3%4880.1%ETFALKSAlkermes$315,366$23,054 â–¼-6.8%6,0190.0%HealthcareVTVVanguard Value ETF$312,209$312,209 â–²New Holding1,4330.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$309,6640.0%5,0940.0%ETFINTCIntel$301,182$301,182 â–²New Holding2,1570.0%TechnologyXOMExxonMobil$294,6320.0%2,1550.0%EnergyRSPInvesco S&P 500 Equal Weight ETF$274,4730.0%1,2900.0%ETFBRK.BBerkshire Hathaway$243,690$24,019 â–¼-9.0%4870.0%FinanceDFACDimensional U.S. Core Equity 2 ETF$215,190$215,190 â–²New Holding4,8510.0%ETFIJRiShares Core S&P Small-Cap ETF$213,121$213,121 â–²New Holding1,4370.0%ETFJPMJPMorgan Chase & Co.$206,830$206,830 â–²New Holding6320.0%FinanceMANAGER DIRECTED PORTFOLIOS$146,962$146,962 â–²New Holding12,9080.0%VERT GLB SUST RENWLNewell Brands$93,973$1,167 â–²1.3%15,3050.0%Consumer DiscretionaryAVGEAvantis All Equity Markets ETF$0$208,996 â–¼-100.0%00.0%ETFNOWServiceNow$0$201,259 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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