Three Arch Wealth Management LLC

Est. AUM

$556.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US TARGETED VLU	$46.1M	738026	8.29%	SOLE
2	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$44.8M	630096	8.06%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$40.8M	575743	7.34%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$37.9M	343505	6.82%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$30.9M	585418	5.56%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$30.3M	559563	5.45%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$29.2M	469247	5.26%	SOLE
8	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$29.1M	601260	5.24%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS US MID C	$28.4M	383511	5.12%	SOLE
10	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$22.1M	617575	3.97%	SOLE
11	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$21.3M	579210	3.83%	SOLE
12	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$20.0M	592008	3.60%	SOLE
13	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$18.4M	363353	3.31%	SOLE
14	DIMENSIONAL ETF TRUST	SHORT DURATION F	$18.0M	376227	3.24%	SOLE
15	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$14.4M	239921	2.59%	SOLE
16	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$13.4M	415439	2.41%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$13.1M	391180	2.36%	SOLE
18	AMERICAN CENTY ETF TR	INTL SMCP VLU	$13.0M	129885	2.33%	SOLE
19	APPLE INC	COM	$12.9M	50893	2.32%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$12.3M	153015	2.22%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$12.0M	357412	2.16%	SOLE
22	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$10.7M	243572	1.93%	SOLE
23	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$4.6M	131504	0.83%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS U S QUAL	$3.3M	57999	0.59%	SOLE
25	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.2M	27764	0.40%	SOLE
26	ISHARES TR	CORE S&P TTL STK	$1.9M	13044	0.33%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	78538	0.33%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.6M	48508	0.30%	SOLE
29	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.6M	41013	0.29%	SOLE
30	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.6M	21639	0.29%	SOLE
31	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.6M	59359	0.28%	SOLE
32	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	8031	0.27%	SOLE
33	AMAZON COM INC	COM	$1.4M	6534	0.24%	SOLE
34	VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	6065	0.24%	SOLE
35	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.3M	36189	0.23%	SOLE
36	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	7879	0.20%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$932K	12975	0.17%	SOLE
38	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$877K	8676	0.16%	SOLE
39	TESLA INC	COM	$811K	2182	0.15%	SOLE
40	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$745K	11743	0.13%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.13%	SOLE
42	F N B CORP	COM	$583K	34862	0.10%	SOLE
43	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$494K	12024	0.09%	SOLE
44	MICROSOFT CORP	COM	$433K	1170	0.08%	SOLE
45	EXXON MOBIL CORP	COM	$366K	2155	0.07%	SOLE
46	META PLATFORMS INC	CL A	$351K	614	0.06%	SOLE
47	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$339K	7997	0.06%	SOLE
48	VISA INC	COM CL A	$309K	1021	0.06%	SOLE
49	NVIDIA CORPORATION	COM	$294K	1686	0.05%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$288K	5094	0.05%	SOLE

1–50 of 61

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.