Three Arch Wealth Management LLC holds a focused book of 69 stocks worth $651.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vanguard Ca Tax-Ex Bond and trimmed Dimensional US Small Cap ETF. Their largest long position is Dimensional US Small Cap ETF at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Three Arch Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 69 / 69 | $64.0B |
| Farther Finance Advisors, LLC | 69 / 69 | $3.1B |
| JPMORGAN CHASE & CO | 68 / 69 | $389.4B |
| OSAIC HOLDINGS, INC. | 68 / 69 | $13.9B |
| Allworth Financial LP | 68 / 69 | $9.0B |
| ENVESTNET ASSET MANAGEMENT INC | 67 / 69 | $72.0B |
| Corient Private Wealth LLC | 67 / 69 | $23.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 67 / 69 | $15.3B |
Ranked by how many of Three Arch Wealth Management LLC's top 69 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US SMALL CAP ETF | $51.2M | 622.0K | 7.9% | ▼−1.3% Reduced · −8K sh | |
| 2 | Dimensional ETF Trust US TARGETED VLU | $51.1M | 730.9K | 7.8% | ▼−0.9% Reduced · −7K sh | |
| 3 | Dimensional ETF Trust US EQUI MARK ETF | $47.0M | 573.3K | 7.2% | ▼−0.4% Reduced · −2K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $45.5M | 365.0K | 7.0% | ▲+6.3% Added · +22K sh | |
| 5 | American Centy ETF TR AVAN US SMAL ETF | $37.1M | 506.0K | 5.7% | ▲+7.8% Added · +37K sh | |
| 6 | Dimensional ETF Trust US MKTWIDE VALUE | $32.9M | 598.7K | 5.1% | ▼−0.4% Reduced · −3K sh | |
| 7 | Dimensional ETF Trust INTERNATNAL VAL | $32.6M | 602.8K | 5.0% | ▲+3.0% Added · +17K sh | |
| 8 | American Centy ETF TR AVAN US VALU ETF | $32.3M | 401.2K | 5.0% | ▲+4.6% Added · +18K sh | |
| 9 | Dimensional ETF Trust GLOBAL CR ETF | $31.2M | 571.5K | 4.8% | ▲+2.1% Added · +12K sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS HI | $26.3M | 615.3K | 4.0% | ▲+3.9% Added · +23K sh | |
| 11 | Dimensional ETF Trust US HIGH PROF ETF | $26.1M | 625.2K | 4.0% | ▲+7.9% Added · +46K sh | |
| 12 | Dimensional ETF Trust US LARG VALU ETF | $25.8M | 652.8K | 4.0% | ▲+5.7% Added · +35K sh | |
| 13 | Dimensional ETF Trust SHOR DUR FIX ETF | $21.9M | 458.1K | 3.4% | ▲+22% Added · +82K sh | |
| 14 | Dimensional ETF Trust ULTR FIX INC ETF | $21.6M | 424.5K | 3.3% | ▲+17% Added · +61K sh | |
| 15 | American Centy ETF TR EMERGING MKT VAL | $17.0M | 259.9K | 2.6% | ▲+8.3% Added · +20K sh | |
| 16 | SPDR Series Trust ST INTER BD ETF | $16.0M | 479.3K | 2.5% | ▲+23% Added · +88K sh | |
| 17 | American Centy ETF TR AVANTIS EMGMKT | $15.9M | 165.0K | 2.4% | ▲+7.8% Added · +12K sh | |
| 18 | Dimensional ETF Trust INTL HIGH PROFIT | $15.4M | 451.1K | 2.4% | ▲+8.6% Added · +36K sh | |
| 19 | Apple Inc COM | $15.1M | 52.3K | 2.3% | ▲+2.7% Added · +1K sh | |
| 20 | American Centy ETF TR INTL SMCP VLU | $14.9M | 144.5K | 2.3% | ▲+11% Added · +15K sh | |
| 21 | Dimensional ETF Trust INTL SMALL CAP E | $13.4M | 383.9K | 2.1% | ▲+7.4% Added · +27K sh | |
| 22 | American Centy ETF TR REAL ESTATE ETF | $12.5M | 264.4K | 1.9% | ▲+8.5% Added · +21K sh | |
| 23 | Dimensional ETF Trust US SMALL CAP ETF | $4.8M | 122.7K | 0.7% | ▼−6.7% Reduced · −9K sh | |
| 24 | American Centy ETF TR AVAN U S QUA ETF | $3.8M | 57.9K | 0.6% | ▼−0.1% Reduced · −83 sh | |
| 25 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $2.9M | 29.2K | 0.5% | ▲New New position | |
| 26 | American Centy ETF TR US LARGE CAP VLU | $2.5M | 27.8K | 0.4% | —Held | |
| 27 | Dimensional ETF Trust CALIF MUN BD ETF | $2.4M | 47.6K | 0.4% | ▲New New position | |
| 28 | Ishares TR CORE S&P TTL STK | $2.1M | 13.0K | 0.3% | —Held | |
| 29 | SPDR Series Trust ST PORT HIGH ETF | $2.0M | 86.4K | 0.3% | ▲+10.0% Added · +8K sh | |
| 30 | Dimensional ETF Trust EMGR CRE EQT MNG | $1.9M | 48.4K | 0.3% | ▼−0.3% Reduced · −142 sh | |
| 31 | Amazon Com Inc COM | $1.8M | 7.5K | 0.3% | ▲+15% Added · +1K sh | |
| 32 | Dimensional ETF Trust INTL SMALL CAP V | $1.6M | 40.7K | 0.3% | ▼−0.7% Reduced · −273 sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $1.6M | 21.6K | 0.2% | ▼−0.3% Reduced · −67 sh | |
| 34 | Vanguard Index FDS MCAP VL IDXVIP | $1.6M | 8.0K | 0.2% | ▼−0.3% Reduced · −26 sh | |
| 35 | Dimensional ETF Trust EMERGING MKTS VA | $1.5M | 36.2K | 0.2% | —Held | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $1.5M | 6.1K | 0.2% | ▲+0.3% Added · +16 sh | |
| 37 | Dimensional ETF Trust GLOBAL REAL EST | $1.4M | 47.5K | 0.2% | ▼−20% Reduced · −12K sh | |
| 38 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.2M | 7.9K | 0.2% | —Held | |
| 39 | American Centy ETF TR AVANTIS INTL SML | $976K | 13.0K | 0.1% | —Held | |
| 40 | Tesla Inc COM | $917K | 2.2K | 0.1% | ▼~0% Reduced · −1 sh | |
| 41 | Vanguard Wellington FD SHORT TRM TAX EX | $888K | 8.8K | 0.1% | ▲+1.1% Added · +93 sh | |
| 42 | Dimensional ETF Trust US SUSTAINABILTY | $884K | 19.0K | 0.1% | ▲+58% Added · +7K sh | |
| 43 | American Centy ETF TR AVA MAR SMA ETF | $814K | 11.7K | 0.1% | —Held | |
| 44 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.1% | —Held | |
| 45 | F N B Corp COM | $623K | 32.7K | 0.1% | ▼−6.3% Reduced · −2K sh | |
| 46 | Dimensional ETF Trust EMER MARK SU ETF | $603K | 12.3K | 0.1% | ▲+54% Added · +4K sh | |
| 47 | Advanced Micro Devices Inc COM | $583K | 1.0K | 0.1% | ▲New New position | |
| 48 | Dimensional ETF Trust INTERNATIONAL | $519K | 11.5K | 0.1% | ▲+89% Added · +5K sh | |
| 49 | Alphabet Inc CAP STK CL C | $486K | 1.4K | 0.1% | ▲+73% Added · +581 sh | |
| 50 | Alphabet Inc CAP STK CL A | $469K | 1.3K | 0.1% | ▲+79% Added · +581 sh |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109462/holdings"
Use Arkolith to show Three Arch Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.