DOSSIER · 13F-HR · Q1 2026

Three Arch Wealth Management LLC

$556M in tracked AUM across 61 positions as of Q1 2026.

TA
CIK 0002109462 · last filed Mar 31, 2026
Total AUM
$556M
as of Q1 2026
Holdings
61
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Three Arch Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAT
DIMENSIONAL ETF TRUST
$46M738K8.3%
02
DFAS
DIMENSIONAL ETF TRUST
$45M630K8.1%
03
DFUS
DIMENSIONAL ETF TRUST
$41M576K7.3%
04
AVUV
AMERICAN CENTY ETF TR
$38M344K6.8%
05
DFIV
DIMENSIONAL ETF TRUST
$31M585K5.6%
06
DGCB
DIMENSIONAL ETF TRUST
$30M560K5.4%
07
AVSC
AMERICAN CENTY ETF TR
$29M469K5.3%
08
DFUV
DIMENSIONAL ETF TRUST
$29M601K5.2%
09
AVMV
AMERICAN CENTY ETF TR
$28M384K5.1%
10
DFLV
DIMENSIONAL ETF TRUST
$22M618K4.0%

Filing history

2026Q1Mar 31
$556M 4.2%
61 positionsView →
2025Q4Dec 31
$534M
59 positionsView →