account_balance

Investment manager · 13F filer · SEC CIK 2109462

Three Arch Wealth Management LLC

Reported value$627Mas of Sep 30, 2026
Positions68 2 new, 3 sold out
Top 10 weight60.1%DFAT alone is 8%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAT Dimensional ETF Trust 7.5% Trimmed −3%
DFAS Dimensional ETF Trust 7.4% Trimmed −3%
DFUS Dimensional ETF Trust 7.4% Trimmed −3%
AVUV American Centy ETF Tr 7.1% Added +3%
AVSC American Centy ETF Tr 5.7% Added +2%
DFIV Dimensional ETF Trust 5.3% Held
DGCB Dimensional ETF Trust 5.2% Added +10%
DFUV Dimensional ETF Trust 5.1% Trimmed −3%
AVMV American Centy ETF Tr 5.0% Added +3%
DFLV Dimensional ETF Trust 4.3% Held
DEHP Dimensional ETF Trust 4.1% Added +2%
DUSB Dimensional ETF Trust 4.0% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • GOOG +242%
  • DFCA +38%
  • SPIB +20%
  • DFSD +18%
arrow_downwardTrimmed
  • VTEC −20%
  • BND −14%
  • DFAS −3%
  • DFAT −3%
remove_circleSold out
  • DUHP $26.1M
  • DFSV $4.76M
  • VTI $383K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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