DOSSIER · 13F-HR · Q2 2026

Three Arch Wealth Management LLC

$652M in tracked AUM across 69 positions as of Q2 2026.

TA
CIK 0002109462 · last filed Jun 30, 2026
Total AUM
$652M
as of Q2 2026
Holdings
69
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Three Arch Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAS
DIMENSIONAL ETF TRUST
$51M622K7.9%
02
DFAT
DIMENSIONAL ETF TRUST
$51M731K7.8%
03
DFUS
DIMENSIONAL ETF TRUST
$47M573K7.2%
04
AVUV
AMERICAN CENTY ETF TR
$46M365K7.0%
05
AVSC
AMERICAN CENTY ETF TR
$37M506K5.7%
06
DFUV
DIMENSIONAL ETF TRUST
$33M599K5.1%
07
DFIV
DIMENSIONAL ETF TRUST
$33M603K5.0%
08
AVMV
AMERICAN CENTY ETF TR
$32M401K5.0%
09
DGCB
DIMENSIONAL ETF TRUST
$31M571K4.8%
10
DEHP
DIMENSIONAL ETF TRUST
$26M615K4.0%

Filing history

2026Q2Jun 30
$652M 17.2%
69 positionsView →
2026Q1Mar 31
$556M 4.2%
61 positionsView →
2025Q4Dec 31
$534M
59 positionsView →