Investor
Three Arch Wealth Management LLC
CIK 0002109462 · filed 2026-05-06 · SEC filing
13F book
$556.1M
Positions
61
3 new · 1 sold
Largest name
8.3%
Dimensional Etf Trust
Est. mark
$11.9M
Price effect on 58 names still held. Flow $10.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 738K | $46.1M | 8.3% | $2.15M | Cut$1.78M |
| Dimensional Etf Trust | — | 630.1K | $44.8M | 8.1% | $919.9K | Cut$165.7K |
| Dimensional Etf Trust | — | 575.7K | $40.8M | 7.3% | −$1.88M | Cut−$2.15M |
| American Centy Etf Tr | — | 343.5K | $37.9M | 6.8% | $2.83M | Added$3.9M |
| Dimensional Etf Trust | — | 585.4K | $30.9M | 5.6% | $1.69M | Cut$1.57M |
| Dimensional Etf Trust | — | 559.6K | $30.3M | 5.4% | −$56.7K | Added$455.7K |
| American Centy Etf Tr | — | 469.2K | $29.2M | 5.3% | $1.62M | Added$2.58M |
| Dimensional Etf Trust | — | 601.3K | $29.1M | 5.2% | $1.12M | Cut$1.08M |
| American Centy Etf Tr | — | 383.5K | $28.4M | 5.1% | $1.11M | Added$1.98M |
| Dimensional Etf Trust | — | 617.6K | $22.1M | 4.0% | $898K | Added$1.57M |
| Dimensional Etf Trust | — | 579.2K | $21.3M | 3.8% | −$689.9K | Added$632.6K |
| Dimensional Etf Trust | — | 592K | $20M | 3.6% | $898K | Added$1.2M |
| Dimensnl Ultrashrt Fixed | — | 363.4K | $18.4M | 3.3% | $20.7K | Added$924.6K |
| Dimensional Etf Trust | — | 376.2K | $18M | 3.2% | −$24.8K | Added$994.1K |
| American Centy Etf Tr | — | 239.9K | $14.4M | 2.6% | $388.5K | Added$824.9K |
| Dimensional Etf Trust | — | 415.4K | $13.4M | 2.4% | $224.7K | Added$566.3K |
| Spdr Series Trust | — | 391.2K | $13.1M | 2.4% | −$97.6K | Added$894.2K |
| American Centy Etf Tr | — | 129.9K | $13M | 2.3% | $761.7K | Added$816.5K |
| Apple Inc. | AAPL | 50.9K | $12.9M | 2.3% | −$786.4K | Added$1.08M |
| American Centy Etf Tr | — | 153K | $12.3M | 2.2% | $528.4K | Added$899.3K |
| Dimensional Etf Trust | — | 357.4K | $12M | 2.2% | $259.5K | Added$323.9K |
| American Centy Etf Tr | — | 243.6K | $10.7M | 1.9% | $114.4K | Added$558.3K |
| Dimensional Etf Trust | — | 131.5K | $4.61M | 0.8% | $282.7K | Cut−$238.9K |
| American Centy Etf Tr | — | 58K | $3.29M | 0.6% | −$199K | Held |
| American Centy Etf Tr | — | 27.8K | $2.24M | 0.4% | $134.4K | Held |
| Ishares Tr | — | 13K | $1.86M | 0.3% | −$81.7K | Held |
| State Srt Spdr Prtfl Hgh | — | 78.5K | $1.83M | 0.3% | −$26.4K | Added$42.8K |
| Dimensional Etf Trust | — | 48.5K | $1.64M | 0.3% | $62.6K | Cut−$71.7K |
| Dimensional Etf Trust | — | 41K | $1.62M | 0.3% | $59.1K | Cut−$170.6K |
| Vanguard Bd Index Fds | — | 21.6K | $1.59M | 0.3% | −$9.32K | Cut−$107.8K |
| Dimensional Etf Trust | — | 59.4K | $1.58M | 0.3% | $9.49K | Cut−$81.2K |
| Vanguard Index Fds | — | 8.03K | $1.48M | 0.3% | $55.5K | Held |
| Amazon Com Inc | AMZN | 6.53K | $1.36M | 0.2% | −$147.3K | Cut−$147.8K |
| Vanguard Index Fds | — | 6.07K | $1.32M | 0.2% | $33.1K | Cut$27.4K |
| Dimensional Etf Trust | — | 36.2K | $1.29M | 0.2% | $73.8K | Cut−$154K |
| Vanguard Intl Equity Index F | — | 7.88K | $1.09M | 0.2% | −$21.6K | Held |
| American Centy Etf Tr | — | 13K | $932.2K | 0.2% | $26.4K | Cut−$28.6K |
| Vanguard Wellington Fd | — | 8.68K | $877.4K | 0.2% | −$3.86K | Added$190 |
| Tesla, Inc. | TSLA | 2.18K | $811.2K | 0.1% | — | New |
| American Centy Etf Tr | — | 11.7K | $744.9K | 0.1% | $12K | Cut−$21K |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.1% | −$36.7K | Held |
| F N B Corp | — | 34.9K | $582.9K | 0.1% | −$13.2K | Added−$13.1K |
| Dimensional Etf Trust | — | 12K | $494.1K | 0.1% | −$18.8K | Added$145.6K |
| Microsoft Corp | MSFT | 1.17K | $433.1K | 0.1% | −$132.7K | Cut−$149.2K |
| Exxon Mobil Corp | — | 2.15K | $365.6K | 0.1% | $106.3K | Cut$41.4K |
| Meta Platforms, Inc. | META | 614 | $351.3K | 0.1% | −$53.4K | Added−$49.4K |
| Dimensional Etf Trust | — | 8K | $338.8K | 0.1% | $5.5K | Added$83.4K |
| Visa Inc. | V | 1.02K | $308.6K | 0.1% | −$49.1K | Added−$47K |
| Nvidia Corp | NVDA | 1.69K | $294K | 0.1% | −$18.8K | Added$4.41K |
| Spdr Series Trust | — | 5.09K | $288.2K | 0.1% | −$1.17K | Held |
| Vanguard Index Fds | — | 459 | $274.5K | 0.0% | −$12.4K | Added$11.5K |
| Ishares Tr | — | 417 | $272.4K | 0.0% | −$13.2K | Held |
| Dimensional Etf Trust | — | 6.08K | $257.8K | 0.0% | — | New |
| Berkshire Hathaway Inc Del | — | 535 | $256.4K | 0.0% | −$12.4K | Added−$9.53K |
| Invesco Exchange Traded Fd T | — | 1.29K | $247.6K | 0.0% | $465 | Held |
| Alkermes plc. | ALKS | 6.46K | $228.4K | 0.0% | — | New |
| Alphabet Inc | — | 795 | $228.1K | 0.0% | −$19.9K | Added−$4.16K |
| Alphabet Inc | — | 731 | $210.2K | 0.0% | −$17.1K | Added−$130 |
| American Centy Etf Tr | — | 2.37K | $209K | 0.0% | $5.05K | Cut−$127.1K |
| ServiceNow, Inc. | NOW | 1.93K | $201.3K | 0.0% | −$93.6K | Held |
| Newell Brands Inc. | NWL | 15.1K | $51.8K | 0.0% | −$4.38K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.