Three Arch Wealth Management LLC
CIK: 0002109462SEC EDGAR →
Portfolio Value
$533.7M
Holdings
59
As of
Q4 2025
New Positions
59
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 640,922 | $44.7M | 8.37% |
| 2 | DIMENSIONAL ETF TRUST | 744,251 | $44.3M | 8.30% |
| 3 | DIMENSIONAL ETF TRUST | 579,412 | $43.0M | 8.05% |
| 4 | AMERICAN CENTY ETF TR | 333,821 | $34.0M | 6.38% |
| 5 | DIMENSIONAL ETF TRUST | 550,098 | $29.8M | 5.59% |
| 6 | DIMENSIONAL ETF TRUST | 587,718 | $29.3M | 5.49% |
| 7 | DIMENSIONAL ETF TRUST | 602,251 | $28.1M | 5.26% |
| 8 | AMERICAN CENTY ETF TR | 453,813 | $26.7M | 4.99% |
| 9 | AMERICAN CENTY ETF TR | 371,782 | $26.5M | 4.96% |
| 10 | DIMENSIONAL ETF TRUST | 543,232 | $20.7M | 3.87% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $516.7M | 96.8% |
| Technology | 5 | $13.2M | 2.5% |
| Consumer Cyclical | 1 | $1.5M | 0.3% |
| Unknown | 2 | $1.0M | 0.2% |
| Communication Services | 3 | $842K | 0.2% |
| Energy | 1 | $324K | 0.1% |
| Consumer Defensive | 1 | $56K | 0.0% |