StockDriftsStockDriftsTop 50 Three Arch Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAS | DIMENSIONAL ETF TRUST | 7.86% | 622.0K | $51.2M | -1.28%(-8.07K) | $69.06(+21.07%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.84% | 730.9K | $51.1M | -0.96%(-7.08K) | $58.88(+22.60%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.21% | 573.3K | $47.0M | -0.42%(-2.42K) | $73.31(+15.44%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.99% | 365.0K | $45.5M | +6.26%(+21.51K) | $101.83(+25.18%) | 2026-06-30 | |
| AVSC | AMERICAN CENTY ETF TR | 5.69% | 506.0K | $37.1M | +7.83%(+36.74K) | $58.73(+25.94%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.05% | 598.7K | $32.9M | -0.43%(-2.56K) | $45.64(+25.66%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.99% | 602.8K | $32.6M | +2.97%(+17.40K) | $48.15(+20.33%) | 2026-06-30 | |
| AVMV | AMERICAN CENTY ETF TR | 4.96% | 401.2K | $32.3M | +4.60%(+17.66K) | $70.41(+18.19%) | 2026-06-30 | |
| DGCB | DIMENSIONAL ETF TRUST | 4.79% | 571.5K | $31.2M | +2.13%(+11.93K) | $54.82(-2.52%) | 2026-06-30 | |
| DEHP | DIMENSIONAL ETF TRUST | 4.04% | 615.3K | $26.3M | +3.94%(+23.34K) | $31.66(+27.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.42% |
Three Arch Wealth Management LLC reports $651.95M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are DFAS (7.9%), DFAT (7.8%) and DFUS (7.2%). The top 20 holdings account for 88.53% of reported assets. Its disclosed equity book has returned +13.47% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Three Arch Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109462). View Three Arch Wealth Management LLC’s 13F filings on SEC