Three Arch Wealth Management LLC - Portfolio overview

Three Arch Wealth Management LLC has 61 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 8.29%
2. DFAS - DIMENSIONAL ETF TRUST, 8.06%
3. DFUS - DIMENSIONAL ETF TRUST, 7.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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