ETF Holders

Three Arch Wealth Management LLC ETF holdings

Irvine, CA

Reported $628.2M in 51 ETFs in its Form 13F for June 30, 2026.

ETF value
$628.2M
ETFs held
51
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
96.4%
of $651.9M

Top 10 of 51 ETF holdings

TickerFundValueSharesChange
DFASDimensional U.S. Small Cap ETF$51.2M622,027−8,069 shares
DFATDimensional U.S. Targeted Value ETF$51.1M730,943−7,083 shares
DFUSDimensional U.S. Equity Market ETF$47.0M573,323−2,420 shares
AVUVAvantis US Small Cap Value ETF$45.5M365,012+21,507 shares
AVSCAvantis US Small Cap Equity ETF$37.1M505,992+36,745 shares
DFUVDimensional US Marketwide Value ETF$32.9M598,703−2,557 shares
DFIVDimensional International Value ETF$32.6M602,821+17,403 shares
AVMVAvantis U.S. Mid Cap Value ETF$32.3M401,168+17,657 shares
DGCBDimensional Global Credit ETF$31.2M571,496+11,933 shares
DEHPDimensional Emerging Markets High Profitability ETF$26.3M615,346+23,338 shares
41 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109462. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Three Arch Wealth Management LLC own?

Three Arch Wealth Management LLC reported 51 ETF positions worth $628.2M in its Form 13F for June 30, 2026. The largest was DFAS, at $51.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.