Filed: 5/6/2026ACC: 0001951757-26-000784
📋 What this filing means
THREE ARCH WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $556.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$556.13M
Total AUM (reported)
10.08M
Total Shares
Allocation by class
US TARGETED VLU$46.09M8.3%
US SMALL CAP ETF$44.82M8.1%
US EQUITY MARKET$40.83M7.3%
US SML CP VALU$37.95M6.8%
INTERNATNAL VAL$30.90M5.6%
GLOBAL CR ETF$30.29M5.4%
AVANTIS US SMALL$29.23M5.3%
Portfolio Concentration
Top 3$131.73M23.7%
4–10$208.01M37.4%
11–25$189.74M34.1%
Rest$26.64M4.8%
Top 3 weight
23.7%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 10.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
DIMENSIONAL ETF TRUST
SOLEShares738.03K
TypeSH
Market value$46.09M
8.29%
Sole
0.00
Shared
0.00
None
738.03K
DIMENSIONAL ETF TRUST
SOLEShares630.10K
TypeSH
Market value$44.82M
8.06%
Sole
0.00
Shared
0.00
None
630.10K
DIMENSIONAL ETF TRUST
SOLEShares575.74K
TypeSH
Market value$40.83M
7.34%
Sole
0.00
Shared
0.00
None
575.74K
AMERICAN CENTY ETF TR
SOLEShares343.50K
TypeSH
Market value$37.95M
6.82%
Sole
0.00
Shared
0.00
None
343.50K
DIMENSIONAL ETF TRUST
SOLEShares585.42K
TypeSH
Market value$30.90M
5.56%
Sole
0.00
Shared
0.00
None
585.42K
DIMENSIONAL ETF TRUST
SOLEShares559.56K
TypeSH
Market value$30.29M
5.45%
Sole
0.00
Shared
0.00
None
559.56K
AMERICAN CENTY ETF TR
SOLEShares469.25K
TypeSH
Market value$29.23M
5.26%
Sole
0.00
Shared
0.00
None
469.25K
DIMENSIONAL ETF TRUST
SOLEShares601.26K
TypeSH
Market value$29.14M
5.24%
Sole
0.00
Shared
0.00
None
601.26K
AMERICAN CENTY ETF TR
SOLEShares383.51K
TypeSH
Market value$28.45M
5.12%
Sole
0.00
Shared
0.00
None
383.51K
DIMENSIONAL ETF TRUST
SOLEShares617.58K
TypeSH
Market value$22.05M
3.97%
Sole
0.00
Shared
0.00
None
617.58K
DIMENSIONAL ETF TRUST
SOLEShares579.21K
TypeSH
Market value$21.29M
3.83%
Sole
0.00
Shared
0.00
None
579.21K
DIMENSIONAL ETF TRUST
SOLEShares592.01K
TypeSH
Market value$20.00M
3.60%
Sole
0.00
Shared
0.00
None
592.01K
DIMENSIONAL ETF TRUST
SOLEShares363.35K
TypeSH
Market value$18.43M
3.31%
Sole
0.00
Shared
0.00
None
363.35K
DIMENSIONAL ETF TRUST
SOLEShares376.23K
TypeSH
Market value$18.01M
3.24%
Sole
0.00
Shared
0.00
None
376.23K
AMERICAN CENTY ETF TR
SOLEShares239.92K
TypeSH
Market value$14.39M
2.59%
Sole
0.00
Shared
0.00
None
239.92K
DIMENSIONAL ETF TRUST
SOLEShares415.44K
TypeSH
Market value$13.39M
2.41%
Sole
0.00
Shared
0.00
None
415.44K
SPDR SERIES TRUST
SOLEShares391.18K
TypeSH
Market value$13.12M
2.36%
Sole
0.00
Shared
0.00
None
391.18K
AMERICAN CENTY ETF TR
SOLEShares129.88K
TypeSH
Market value$12.97M
2.33%
Sole
0.00
Shared
0.00
None
129.88K
APPLE INC
SOLEShares50.89K
TypeSH
Market value$12.92M
2.32%
Sole
0.00
Shared
0.00
None
50.89K
AMERICAN CENTY ETF TR
SOLEShares153.01K
TypeSH
Market value$12.33M
2.22%
Sole
0.00
Shared
0.00
None
153.01K
DIMENSIONAL ETF TRUST
SOLEShares357.41K
TypeSH
Market value$12.03M
2.16%
Sole
0.00
Shared
0.00
None
357.41K
AMERICAN CENTY ETF TR
SOLEShares243.57K
TypeSH
Market value$10.72M
1.93%
Sole
0.00
Shared
0.00
None
243.57K
DIMENSIONAL ETF TRUST
SOLEShares131.50K
TypeSH
Market value$4.61M
0.83%
Sole
0.00
Shared
0.00
None
131.50K
AMERICAN CENTY ETF TR
SOLEShares58K
TypeSH
Market value$3.29M
0.59%
Sole
0.00
Shared
0.00
None
58K
AMERICAN CENTY ETF TR
SOLEShares27.76K
TypeSH
Market value$2.24M
0.40%
Sole
0.00
Shared
0.00
None
27.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 738.03K | SH | $46.09M 8.29% | 0.00 | 0.00 | 738.03K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 630.10K | SH | $44.82M 8.06% | 0.00 | 0.00 | 630.10K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 575.74K | SH | $40.83M 7.34% | 0.00 | 0.00 | 575.74K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 343.50K | SH | $37.95M 6.82% | 0.00 | 0.00 | 343.50K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 585.42K | SH | $30.90M 5.56% | 0.00 | 0.00 | 585.42K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 559.56K | SH | $30.29M 5.45% | 0.00 | 0.00 | 559.56K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 469.25K | SH | $29.23M 5.26% | 0.00 | 0.00 | 469.25K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 601.26K | SH | $29.14M 5.24% | 0.00 | 0.00 | 601.26K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US MID C | 383.51K | SH | $28.45M 5.12% | 0.00 | 0.00 | 383.51K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 617.58K | SH | $22.05M 3.97% | 0.00 | 0.00 | 617.58K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 579.21K | SH | $21.29M 3.83% | 0.00 | 0.00 | 579.21K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS HI | 592.01K | SH | $20.00M 3.60% | 0.00 | 0.00 | 592.01K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 363.35K | SH | $18.43M 3.31% | 0.00 | 0.00 | 363.35K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 376.23K | SH | $18.01M 3.24% | 0.00 | 0.00 | 376.23K |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 239.92K | SH | $14.39M 2.59% | 0.00 | 0.00 | 239.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 415.44K | SH | $13.39M 2.41% | 0.00 | 0.00 | 415.44K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 391.18K | SH | $13.12M 2.36% | 0.00 | 0.00 | 391.18K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 129.88K | SH | $12.97M 2.33% | 0.00 | 0.00 | 129.88K |
APPLE INCSOLE | COM | 50.89K | SH | $12.92M 2.32% | 0.00 | 0.00 | 50.89K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 153.01K | SH | $12.33M 2.22% | 0.00 | 0.00 | 153.01K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 357.41K | SH | $12.03M 2.16% | 0.00 | 0.00 | 357.41K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 243.57K | SH | $10.72M 1.93% | 0.00 | 0.00 | 243.57K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 131.50K | SH | $4.61M 0.83% | 0.00 | 0.00 | 131.50K |
AMERICAN CENTY ETF TRSOLE | AVANTIS U S QUAL | 58K | SH | $3.29M 0.59% | 0.00 | 0.00 | 58K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 27.76K | SH | $2.24M 0.40% | 0.00 | 0.00 | 27.76K |
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