Q3 2026 13F · SEC CIK 2109462

Three Arch Wealth Management LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $627.3M
Reported positions: 68
Holdings vs S&P 500, 3 yrs: —
Assets under management: $662.4M

Three Arch Wealth Management LLC is a wealth manager that reported 68 positions worth $627.3M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Dimensional ETF Trust (DFAT, 7.5%), Dimensional ETF Trust (DFAS, 7.4%), Dimensional ETF Trust (DFUS, 7.4%).

Three Arch Wealth Management LLC holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Three Arch Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFATDimensional ETF Trust	7.5%	7.8%	709,186	-3.0%	$47.1M
DFASDimensional ETF Trust	7.4%	7.9%	603,328	-3.0%	$46.7M
DFUSDimensional ETF Trust	7.4%	7.2%	558,477	-2.6%	$46.4M
AVUVAmerican Centy ETF Tr	7.1%	7.0%	377,130	+3.3%	$44.4M
AVSCAmerican Centy ETF Tr	5.7%	5.7%	516,917	+2.2%	$35.7M
DFIVDimensional ETF Trust	5.3%	5.0%	599,384	-0.6%	$33.5M
DGCBDimensional ETF Trust	5.2%	4.8%	631,238	+10.5%	$32.8M
DFUVDimensional ETF Trust	5.1%	5.1%	582,202	-2.8%	$32.0M
AVMVAmerican Centy ETF Tr	5.0%	5.0%	411,699	+2.6%	$31.4M
DFLVDimensional ETF Trust	4.3%	4.0%	665,777	+2.0%	$26.7M
DEHPDimensional ETF Trust	4.1%	4.0%	629,331	+2.3%	$25.9M
DUSBDimensional Ultrashort Fixed Income ETF	4.0%	3.3%	498,598	+17.4%	$25.2M
DFSDDimensional Short-Duration Fixed Income	4.0%	3.4%	540,568	+18.0%	$25.1M
SPIBSpdr Series Trust	3.0%	2.5%	573,432	+19.6%	$18.5M
AVESAmerican Centy ETF Tr	2.8%	2.6%	272,505	+4.9%	$17.7M
AAPLApple Inc	2.8%	2.3%	52,581	+0.6%	$17.5M
AVDVAmerican Centy ETF Tr	2.6%	2.3%	148,737	+2.9%	$16.3M
AVEMAmerican Centy ETF Tr	2.6%	2.4%	170,439	+3.3%	$16.0M
DIHPDimensional International High Profitabi	2.5%	2.4%	462,845	+2.6%	$15.6M
DFISDimensional ETF Trust	2.3%	2.1%	398,159	+3.7%	$14.4M
AVREAvantis Real Estate ETF	2.0%	1.9%	278,354	+5.3%	$12.3M
AVUQAvantis U.S. Quality ETF	0.6%	0.6%	57,916	+0.0%	$3.9M
DFCADimensional ETF Trust	0.5%	0.4%	65,895	+38.4%	$3.1M
AVLVAmerican Centy ETF Tr	0.4%	0.4%	27,826	+0.2%	$2.5M
VTECVanguard Calif Tax Free Fds	0.4%	0.5%	23,429	-19.8%	$2.2M
ITOTIshares Tr	0.3%	0.3%	13,044	+0.0%	$2.2M
SPHYSpdr Series Trust	0.3%	0.3%	86,524	+0.2%	$2.0M
AMZNAmazon Com Inc	0.3%	0.3%	7,734	+2.7%	$1.9M
DFAEDimensional ETF Trust	0.3%	0.3%	48,317	-0.1%	$1.9M
DISVDimensional ETF Trust	0.3%	0.3%	40,264	-1.2%	$1.7M
GOOGAlphabet Inc	0.3%	0.1%	4,711	+242.4%	$1.6M
VOEVanguard Index Fds	0.2%	0.2%	7,930	-0.9%	$1.6M
DFEVDimensional ETF Trust	0.2%	0.2%	35,680	-1.4%	$1.5M
VBRVanguard Index Fds	0.2%	0.2%	5,946	-2.2%	$1.4M
BNDVanguard Bd Index Fds	0.2%	0.2%	18,656	-13.5%	$1.3M
DFGRDimensional ETF Trust	0.2%	0.2%	47,356	-0.3%	$1.3M
VTVanguard Intl Equity Index F	0.2%	0.2%	7,879	+0.0%	$1.2M
AVDSAmerican Centy ETF Tr	0.2%	0.1%	12,975	+0.0%	$1.0M
VTESVanguard Wellington Fd	0.1%	0.1%	8,870	+1.2%	$875K
AVEEAmerican Centy ETF Tr	0.1%	0.1%	11,743	+0.0%	$805K
MSFTMicrosoft Corp	0.1%	—	1,519	—	$779K
TSLATesla Inc	0.1%	0.1%	2,183	+0.1%	$775K
DFSUDimensional ETF Trust	0.1%	0.1%	16,049	-15.4%	$757K
BRK-ABerkshire Hathaway Inc Del	0.1%	0.1%	1	+0.0%	$747K
NVDANvidia Corporation	0.1%	—	2,847	—	$650K
DFSEDimensional ETF Trust	0.1%	0.1%	13,160	+6.7%	$636K
METAMeta Platforms Inc	0.1%	—	870	—	$631K
AMDAdvanced Micro Devices Inc	0.1%	0.1%	997	-0.7%	$610K
GOOGLAlphabet Inc	0.1%	0.1%	1,654	+26.1%	$569K
FNBF N B Corp	0.1%	0.1%	32,797	+0.4%	$564K

What Three Arch Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GOOG Alphabet Inc+242.4% shares
DFCA Dimensional ETF Trust+38.4% shares
GOOGL Alphabet Inc+26.1% shares
SPIB Spdr Series Trust+19.6% shares
DFSD Dimensional Short-Duration Fixed Income +18.0% shares
DUSB Dimensional Ultrashort Fixed Income ETF+17.4% shares
DGCB Dimensional ETF Trust+10.5% shares
DFSE Dimensional ETF Trust+6.7% shares

Reduced

VTEC Vanguard Calif Tax Free Fds-19.8% shares
DFSU Dimensional ETF Trust-15.4% shares
BND Vanguard Bd Index Fds-13.5% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$627.3M	68
Q2 2026	$651.9M	69
Q1 2026	$556.1M	61
Q4 2025	$533.7M	59

Questions about Three Arch Wealth Management LLC's portfolio

What stocks does Three Arch Wealth Management LLC own?

Three Arch Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 68 positions worth $627.3M. The largest are Dimensional ETF Trust (DFAT) at 7.5%, Dimensional ETF Trust (DFAS) at 7.4%, Dimensional ETF Trust (DFUS) at 7.4%, American Centy ETF Tr (AVUV) at 7.1% and American Centy ETF Tr (AVSC) at 5.7%.

What did Three Arch Wealth Management LLC buy last quarter?

In Q3 2026, Three Arch Wealth Management LLC added Alphabet Inc (GOOG) (+242.4% shares), Dimensional ETF Trust (DFCA) (+38.4% shares) and Alphabet Inc (GOOGL) (+26.1% shares), compared with its Q2 2026 filing.

What did Three Arch Wealth Management LLC sell last quarter?

In Q3 2026, Three Arch Wealth Management LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Dimensional ETF Trust (DFSI), Vanguard Calif Tax Free Fds (VTEC) (-19.8% shares), Dimensional ETF Trust (DFSU) (-15.4% shares) and Vanguard Bd Index Fds (BND) (-13.5% shares), compared with its Q2 2026 filing.

When is Three Arch Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Three Arch Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Three Arch Wealth Management LLC manage?

Three Arch Wealth Management LLC reported $662.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $627.3M.