Three Arch Wealth Management
Three Arch Wealth Management reported 68 stocks worth $627M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional U S Targeted (7.5%), Dimensional U S Small Cap ETF (7.5%) and DFUS (7.4%). Compared with Q2 2026, the fund opened new positions in XOM, MU and NOW, added to AVUV, AVSC and DGCB, trimmed DFUS, DFIV and DFUV and sold out of VTI and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL U S TARGETED | $47.1M | 7.5% | 709K | −22K (−3%) | 4 of 4 | |
| 2 | DIMENSIONAL U S SMALL CAP ETF | $46.7M | 7.5% | 603K | −19K (−3%) | 4 of 4 | |
| 3 |  DFUS Dimensional US Equity Market ETF | $46.4M | 7.4% | 558K | −15K (−3%) | 4 of 4 | |
| 4 |  AVUV American Centy ETF TR | $44.4M | 7.1% | 377K | +12K (+3%) | 4 of 4 | |
| 5 |  AVSC American Centy ETF TR | $35.7M | 5.7% | 517K | +11K (+2%) | 4 of 4 | |
| 6 |  DFIV Dimensional ETF Trust | $33.5M | 5.3% | 599K | −3,437 (−1%) | 4 of 4 | |
| 7 |  DGCB Dimensional Global | $32.8M | 5.2% | 631K | +60K (+10%) | 4 of 4 | |
| 8 |  DFUV Dimensional US Marketwide Value ETF | $32M | 5.1% | 582K | −17K (−3%) | 4 of 4 | |
| 9 |  AVMV American Centy ETF TR | $31.4M | 5.0% | 412K | +11K (+3%) | 4 of 4 | |
| 10 |  DFLV Dimensional ETF Trust | $26.7M | 4.3% | 666K | +13K (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Three Arch Wealth Management 13F FAQ
What does Three Arch Wealth Management own?
Three Arch Wealth Management reported 68 stocks worth $627M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional U S Targeted (7.5%), Dimensional U S Small Cap ETF (7.5%) and DFUS (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Three Arch Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 38 added to, 18 trimmed and 4 sold out. New positions include XOM, MU and NOW. It sold all of VTI and XOM.
When will Three Arch Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Three Arch Wealth Management's portfolio worth?
The Q3 2026 filing reports $627M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.