Three Arch Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Three Arch Wealth Management LLC held in its portfolio 57 assets valued at $533,723,698 (i.e. $533.72M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($44.65M), DIMENSIONAL ETF TRUST ($44.31M), and DIMENSIONAL ETF TRUST ($42.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Three Arch Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 640922 | 44653050 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 744251 | 44312732 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 579412 | 42974963 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 333821 | 34043027 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 550098 | 29836056 | GLOBAL CR ETF |
| DIMENSIONAL ETF TRUST | 587718 | 29327147 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 602251 | 28058873 | US MKTWIDE VALUE |
| AMERICAN CENTY ETF TR | 453813 | 26656993 | AVANTIS US SMALL |
| AMERICAN CENTY ETF TR | 371782 | 26470878 | AVANTIS US MID C |
| DIMENSIONAL ETF TRUST | 543232 | 20659126 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 598695 | 20481366 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 583089 | 18804613 | EMERGING MKTS HI |
| DIMENSIONAL ETF TRUST | 345529 | 17501021 | ULTRASHORT FIXED |
| DIMENSIONAL ETF TRUST | 354946 | 17019640 | SHORT DURATION F |
| SPDR SERIES TRUST | 442269 | 14304015 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 232646 | 13565602 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 404835 | 12819089 | INTL HIGH PROFIT |
| AMERICAN CENTY ETF TR | 129337 | 12153818 | INTL SMCP VLU |
| APPLE INC | 43521 | 11831577 | COM |
| DIMENSIONAL ETF TRUST | 355501 | 11710218 | INTL SMALL CAP E |
| AMERICAN CENTY ETF TR | 148412 | 11430661 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 233487 | 10163700 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 147363 | 4846768 | US SMALL CAP VAL |
| AMERICAN CENTY ETF TR | 57999 | 3489771 | AVANTIS U S QUAL |
| AMERICAN CENTY ETF TR | 27764 | 2103647 | US LARGE CAP VLU |
| ISHARES TR | 13044 | 1939512 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 47057 | 1788168 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 52631 | 1714197 | EMGR CRE EQT MNG |
| VANGUARD BD INDEX FDS | 22969 | 1701347 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 62793 | 1658989 | GLOBAL REAL EST |
| AMAZON COM INC | 6536 | 1508640 | COM |
| DIMENSIONAL ETF TRUST | 42943 | 1448891 | EMERGING MKTS VA |
| VANGUARD INDEX FDS | 8031 | 1424458 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 6092 | 1290133 | SM CP VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 7879 | 1111417 | TT WRLD ST ETF |
| AMERICAN CENTY ETF TR | 13764 | 960866 | AVANTIS INTL SML |
| VANGUARD WELLINGTON FD | 8636 | 877252 | SHORT TRM TAX EX |
| AMERICAN CENTY ETF TR | 12272 | 765891 | AVANTIS EMERGING |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| F N B CORP | 34853 | 595986 | COM |
| MICROSOFT CORP | 1204 | 582276 | COM |
| META PLATFORMS INC | 607 | 400675 | CL A |
| VISA INC | 1014 | 355620 | COM CL A |
| DIMENSIONAL ETF TRUST | 8025 | 348530 | US SUSTAINABILTY |
| AMERICAN CENTY ETF TR | 3912 | 336077 | AVANTIS ALL EQT |
| EXXON MOBIL CORP | 2694 | 324196 | COM |
| SERVICENOW INC | 1925 | 294891 | COM |
| NVIDIA CORPORATION | 1553 | 289566 | COM |
| ISHARES TR | 417 | 285626 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 529 | 265902 | CL B NEW |
| VANGUARD INDEX FDS | 419 | 262979 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 6158 | 255422 | EMERGING MARKETS |
| INVESCO EXCHANGE TRADED FD T | 1290 | 247112 | S&P500 EQL WGT |
| ALPHABET INC | 740 | 232212 | CAP STK CL C |
| ORACLE CORP | 1114 | 217152 | COM |
| ALPHABET INC | 672 | 210336 | CAP STK CL A |
| NEWELL BRANDS INC | 15115 | 56228 | COM |
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