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Three Arch Wealth Management LLC

Portfolio Manager
Three Arch Wealth Management LLC
Performance
+2.40% (2026 Q1)
AUM (13F)
$556.13M
# of Holdings
61
Performance Rank
Allocation (Top 20)
89.32%

Three Arch Wealth Management LLC Holdings Map

Top 50 Three Arch Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAT
DIMENSIONAL ETF TRUST
8.29%738.0K$46.1M
-0.84%(-6.22K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 744.3K shares2026-Q1: 738.0K shares
$58.88(+18.18%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
8.06%630.1K$44.8M
-1.69%(-10.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 640.9K shares2026-Q1: 630.1K shares
$69.06(+18.05%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
7.34%575.7K$40.8M
-0.63%(-3.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 579.4K shares2026-Q1: 575.7K shares
$73.31(+11.33%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
6.82%343.5K$37.9M
+2.90%(+9.68K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 333.8K shares2026-Q1: 343.5K shares
$100.91(+22.40%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
5.56%585.4K$30.9M
-0.39%(-2.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 587.7K shares2026-Q1: 585.4K shares
$48.01(+14.29%)
2026-03-31
DGCB
DIMENSIONAL ETF TRUST
5.45%559.6K$30.3M
+1.72%(+9.46K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 550.1K shares2026-Q1: 559.6K shares
$54.83(-0.35%)
2026-03-31
AVSC
AMERICAN CENTY ETF TR
5.26%469.2K$29.2M
+3.40%(+15.43K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 453.8K shares2026-Q1: 469.2K shares
$58.08(+25.06%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
5.24%601.3K$29.1M
-0.16%(-991)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 602.3K shares2026-Q1: 601.3K shares
$45.64(+20.18%)
2026-03-31
AVMV
AMERICAN CENTY ETF TR
5.12%383.5K$28.4M
+3.15%(+11.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 371.8K shares2026-Q1: 383.5K shares
$70.13(+14.68%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
3.97%617.6K$22.1M
+3.15%(+18.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 598.7K shares2026-Q1: 617.6K shares
$33.60(+18.19%)
2026-03-31

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