Three Arch Wealth Management LLC
- SEC CIK
- 0002109462
- Latest filing
- Aug 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only.
- Positions
- 59
- No filing for Q3 2025
- Portfolio value
- $533.7M
- No filing for Q3 2025
Three Arch Wealth Management LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 640,922 | $44.7M | 8.4% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 744,251 | $44.3M | 8.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 579,412 | $43.0M | 8.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 333,821 | $34.0M | 6.4% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 550,098 | $29.8M | 5.6% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 587,718 | $29.3M | 5.5% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 602,251 | $28.1M | 5.3% | – | – | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 453,813 | $26.7M | 5.0% | – | – | – |
| American Centy ETF Tr025072133 | AVAN US VALU ETF | 371,782 | $26.5M | 5.0% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 543,232 | $20.7M | 3.9% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 598,695 | $20.5M | 3.8% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 583,089 | $18.8M | 3.5% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 345,529 | $17.5M | 3.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 354,946 | $17.0M | 3.2% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 232,646 | $13.6M | 2.5% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 404,835 | $12.8M | 2.4% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 361,607 | $12.2M | 2.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 129,337 | $12.2M | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 43,521 | $11.8M | 2.2% | – | – | History |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 355,501 | $11.7M | 2.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 148,412 | $11.4M | 2.1% | – | – | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 233,487 | $10.2M | 1.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 147,363 | $4.85M | 0.9% | – | – | – |
| American Centy ETF Tr02507A507 | AVANTIS U S QUAL | 57,999 | $3.49M | 0.7% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 27,764 | $2.10M | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 13,044 | $1.94M | 0.4% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 75,568 | $1.79M | 0.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 47,057 | $1.79M | 0.3% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 52,631 | $1.71M | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 22,969 | $1.70M | 0.3% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 62,793 | $1.66M | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,536 | $1.51M | 0.3% | – | – | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 42,943 | $1.45M | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,031 | $1.42M | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,092 | $1.29M | 0.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 7,879 | $1.11M | 0.2% | – | – | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 13,764 | $960.9K | 0.2% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 8,636 | $877.3K | 0.2% | – | – | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 12,272 | $765.9K | 0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $754.8K | 0.1% | – | – | History |
| FNBFNB Corp | COM | 34,853 | $596.0K | 0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,204 | $582.3K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 607 | $400.7K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 1,014 | $355.6K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 8,025 | $348.5K | 0.1% | – | – | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 3,912 | $336.1K | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,694 | $324.2K | 0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 1,925 | $294.9K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,553 | $289.6K | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,094 | $289.4K | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 417 | $285.6K | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 529 | $265.9K | <0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 419 | $263.0K | <0.1% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 6,158 | $255.4K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,290 | $247.1K | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 740 | $232.2K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 1,114 | $217.2K | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 672 | $210.3K | <0.1% | – | – | History |
| NWLNewell Brands Inc. | Stock | 15,115 | $56.2K | <0.1% | – | – | History |