Three Arch Wealth Management LLC
62 holdingsFiling period: 2026-03-31Current AUM: $614.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 738.0K | $46.1M | $52.2M | 8.50% | -6,225 | 2026-03-31 |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 630.1K | $44.8M | $51.1M | 8.31% | -10,826 | 2026-03-31 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 575.7K | $40.8M | $47.0M | 7.65% | -3,669 | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 343.5K | $37.9M | $43.0M | 7.01% | +9.7K | 2026-03-31 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 585.4K | $30.9M | $33.5M | 5.46% | -2,300 | 2026-03-31 |
| 6 | DGCB | DIMENSIONAL ETF TRUST | 559.6K | $30.3M | $29.8M | 4.85% | +9.5K | 2026-03-31 |
| 7 | AVSC | AMERICAN CENTY ETF TR | 469.2K | $29.2M | $33.9M | 5.53% | +15.4K | 2026-03-31 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 601.3K | $29.1M | $33.4M | 5.44% | -991 | 2026-03-31 |
| 9 | AVMV | AMERICAN CENTY ETF TR | 383.5K | $28.4M | $31.2M | 5.08% | +11.7K | 2026-03-31 |
| 10 | DFLV | DIMENSIONAL ETF TRUST | 617.6K | $22.1M | $25.1M | 4.09% | +18.9K | 2026-03-31 |
| 11 | DUHP | DIMENSIONAL ETF TRUST | 579.2K | $21.3M | $23.8M | 3.88% | +36.0K | 2026-03-31 |
| 12 | DEHP | DIMENSIONAL ETF TRUST | 592.0K | $20.0M | $23.0M | 3.75% | +8.9K | 2026-03-31 |
| 13 | DUSB | DIMENSIONAL ETF TRUST | 363.4K | $18.4M | $18.4M | 3.00% | +17.8K | 2026-03-31 |
| 14 | DFSD | DIMENSIONAL ETF TRUST | 376.2K | $18.0M | $17.8M | 2.90% | +21.3K | 2026-03-31 |
| 15 | AVES | AMERICAN CENTY ETF TR | 239.9K | $14.4M | $14.9M | 2.43% | +7.3K | 2026-03-31 |
| 16 | DIHP | DIMENSIONAL ETF TRUST | 415.4K | $13.4M | $14.3M | 2.33% | +10.6K | 2026-03-31 |
| 17 | SPIB | SPDR SERIES TRUST | 391.2K | $13.1M | $13.0M | 2.11% | +29.6K | 2026-03-31 |
| 18 | AVDV | AMERICAN CENTY ETF TR | 129.9K | $13.0M | $13.6M | 2.21% | +548 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 50.9K | $12.9M | $15.7M | 2.56% | +7.4K | 2026-03-31 |
| 20 | AVEM | AMERICAN CENTY ETF TR | 153.0K | $12.3M | $13.7M | 2.23% | +4.6K | 2026-03-31 |
| 21 | DFIS | DIMENSIONAL ETF TRUST | 357.4K | $12.0M | $12.8M | 2.09% | +1.9K | 2026-03-31 |
| 22 | AVRE | AMERICAN CENTY ETF TR | 243.6K | $10.7M | $11.9M | 1.93% | +10.1K | 2026-03-31 |
| 23 | DFSV | DIMENSIONAL ETF TRUST | 131.5K | $4.6M | $5.2M | 0.85% | -15,859 | 2026-03-31 |
| 24 | AVUQ | AMERICAN CENTY ETF TR | 58.0K | $3.3M | $3.8M | 0.62% | -- | 2026-03-31 |
| 25 | AVLV | AMERICAN CENTY ETF TR | 27.8K | $2.2M | $2.6M | 0.42% | -- | 2026-03-31 |
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