Holders — by stockHoldings — by fund
Three Arch Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109462
$651.9M
disclosed book value
69
positions
7.9%
largest position share
Positions, as of 2026-06-30
top 69 of 69 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFASDIMENSIONAL ETF TRUST | 622,027 | $51.2M | 7.9% |
| 2 | DFATDIMENSIONAL ETF TRUST | 730,943 | $51.1M | 7.8% |
| 3 | DFUSDIMENSIONAL ETF TRUST | 573,323 | $47.0M | 7.2% |
| 4 | AVUVAMERICAN CENTY ETF TR | 365,012 | $45.5M | 7% |
| 5 | AVSCAMERICAN CENTY ETF TR | 505,992 | $37.1M | 5.7% |
| 6 | DFUVDIMENSIONAL ETF TRUST | 598,703 | $32.9M | 5.1% |
| 7 | DFIVDIMENSIONAL ETF TRUST | 602,821 | $32.6M | 5% |
| 8 | AVMVAMERICAN CENTY ETF TR | 401,168 | $32.3M | 5% |
| 9 | DGCBDIMENSIONAL ETF TRUST | 571,496 | $31.2M | 4.8% |
| 10 | DEHPDIMENSIONAL ETF TRUST | 615,346 | $26.3M | 4% |
| 11 | DUHPDIMENSIONAL ETF TRUST | 625,157 | $26.1M | 4% |
| 12 | DFLVDIMENSIONAL ETF TRUST | 652,830 | $25.8M | 4% |
| 13 | DFSDDIMENSIONAL ETF TRUST | 458,148 | $21.9M | 3.4% |
| 14 | DUSBDIMENSIONAL ETF TRUST | 424,532 | $21.6M | 3.3% |
| 15 | AVESAMERICAN CENTY ETF TR | 259,889 | $17.0M | 2.6% |
| 16 | SPIBSPDR SERIES TRUST | 479,301 | $16.0M | 2.5% |
| 17 | AVEMAMERICAN CENTY ETF TR | 164,994 | $15.9M | 2.4% |
| 18 | DIHPDIMENSIONAL ETF TRUST | 451,073 | $15.4M | 2.4% |
| 19 | AAPLAPPLE INC | 52,292 | $15.1M | 2.3% |
| 20 | AVDVAMERICAN CENTY ETF TR | 144,506 | $14.9M | 2.3% |
| 21 | DFISDIMENSIONAL ETF TRUST | 383,932 | $13.4M | 2.1% |
| 22 | AVREAMERICAN CENTY ETF TR | 264,363 | $12.5M | 1.9% |
| 23 | DFSVDIMENSIONAL ETF TRUST | 122,699 | $4.8M | 0.7% |
| 24 | AVUQAMERICAN CENTY ETF TR | 57,916 | $3.8M | 0.6% |
| 25 | VTECVANGUARD CALIF TAX FREE FDS | 29,203 | $2.9M | 0.5% |
| 26 | AVLVAMERICAN CENTY ETF TR | 27,764 | $2.5M | 0.4% |
| 27 | DFCADIMENSIONAL ETF TRUST | 47,602 | $2.4M | 0.4% |
| 28 | ITOTISHARES TR | 13,044 | $2.1M | 0.3% |
| 29 | SPHYSPDR SERIES TRUST | 86,363 | $2.0M | 0.3% |
| 30 | DFAEDIMENSIONAL ETF TRUST | 48,366 | $1.9M | 0.3% |
| 31 | AMZNAMAZON COM INC | 7,534 | $1.8M | 0.3% |
| 32 | DISVDIMENSIONAL ETF TRUST | 40,740 | $1.6M | 0.3% |
| 33 | BNDVANGUARD BD INDEX FDS | 21,572 | $1.6M | 0.2% |
| 34 | VOEVANGUARD INDEX FDS | 8,005 | $1.6M | 0.2% |
| 35 | DFEVDIMENSIONAL ETF TRUST | 36,189 | $1.5M | 0.2% |
| 36 | VBRVANGUARD INDEX FDS | 6,081 | $1.5M | 0.2% |
| 37 | DFGRDIMENSIONAL ETF TRUST | 47,516 | $1.4M | 0.2% |
| 38 | VTVANGUARD INTL EQUITY INDEX F | 7,879 | $1.2M | 0.2% |
| 39 | AVDSAMERICAN CENTY ETF TR | 12,975 | $976,475 | 0.1% |
| 40 | TSLATESLA INC | 2,181 | $917,329 | 0.1% |
| 41 | VTESVANGUARD WELLINGTON FD | 8,769 | $888,419 | 0.1% |
| 42 | DFSUDIMENSIONAL ETF TRUST | 18,964 | $884,290 | 0.1% |
| 43 | AVEEAMERICAN CENTY ETF TR | 11,743 | $814,079 | 0.1% |
| 44 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
| 45 | FNBF N B CORP | 32,667 | $623,286 | 0.1% |
| 46 | DFSEDIMENSIONAL ETF TRUST | 12,329 | $602,649 | 0.1% |
| 47 | AMDADVANCED MICRO DEVICES INC | 1,004 | $583,234 | 0.1% |
| 48 | DFSIDIMENSIONAL ETF TRUST | 11,512 | $519,185 | 0.1% |
| 49 | GOOGALPHABET INC | 1,376 | $486,182 | 0.1% |
| 50 | GOOGLALPHABET INC | 1,312 | $468,869 | 0.1% |
| 51 | METAMETA PLATFORMS INC | 808 | $455,138 | 0.1% |
| 52 | IVVISHARES TR | 561 | $420,115 | 0.1% |
| 53 | MSFTMICROSOFT CORP | 1,078 | $402,275 | 0.1% |
| 54 | VTIVANGUARD INDEX FDS | 1,035 | $382,991 | 0.1% |
| 55 | VVISA INC | 1,017 | $348,923 | 0.1% |
| 56 | NVDANVIDIA CORPORATION | 1,696 | $339,330 | 0.1% |
| 57 | VOOVANGUARD INDEX FDS | 488 | $335,395 | 0.1% |
| 58 | ALKERMES PLC | 6,019 | $315,366 | 0% |
| 59 | VTVVANGUARD INDEX FDS | 1,433 | $312,209 | 0% |
| 60 | SPYVSPDR SERIES TRUST | 5,094 | $309,664 | 0% |
| 61 | INTCINTEL CORP | 2,157 | $301,182 | 0% |
| 62 | EXMOCEXXON MOBIL CORP | 2,155 | $294,632 | 0% |
| 63 | RSPINVESCO EXCHANGE TRADED FD T | 1,290 | $274,473 | 0% |
| 64 | BRK/BBERKSHIRE HATHAWAY INC DEL | 487 | $243,690 | 0% |
| 65 | DFACDIMENSIONAL ETF TRUST | 4,851 | $215,190 | 0% |
| 66 | IJRISHARES TR | 1,437 | $213,121 | 0% |
| 67 | JPMJPMORGAN CHASE & CO | 632 | $206,830 | 0% |
| 68 | VGSRMANAGER DIRECTED PORTFOLIOS | 12,908 | $146,962 | 0% |
| 69 | NWLNEWELL BRANDS INC | 15,305 | $93,973 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.