Three Arch Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$3.92M |
| 2 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$3.11M |
| 3 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$2.95M |
| 4 |
Vanguard California Tax-Exempt Bond ETF
VTEC
|
+$2.92M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Small Cap ETF
DFAS
|
+$625K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
+$473K |
| 3 |
Dimensional Global Real Estate ETF
DFGR
|
+$339K |
| 4 |
DFSV
Dimensional US Small Cap Value ETF
DFSV
|
+$329K |
| 5 |
Avantis All Equity Markets ETF
AVGE
|
+$209K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.57% |
| 2 | Consumer Discretionary | 0.42% |
| 3 | Financials | 0.33% |
| 4 | Communication Services | 0.22% |
| 5 | Healthcare | 0.05% |
Similar funds
Three Arch Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Three Arch Wealth Management held 71 positions worth $652M, up 17% from $556M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Three Arch Wealth Management deployed $36.2M of net new capital in Q2 2026, opening 10 new positions and adding to 32 existing holdings. Its largest new stake was Vanguard California Tax-Exempt Bond ETF: 29,203 shares worth $2.94M.
By sector, the portfolio is most concentrated in Technology at 2.6% of assets, up from 2.5% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was Dimensional US Small Cap ETF, an estimated $625K trimmed.
- Three Arch Wealth Management's largest Q2 2026 buy was Vanguard California Tax-Exempt Bond ETF: 29,203 shares worth $2.94M.
- Three Arch Wealth Management added most to Dimensional Short-Duration Fixed Income ETF in Q2 2026, an estimated $3.92M increase.
- Three Arch Wealth Management's biggest Q2 2026 reduction was Dimensional US Small Cap ETF, cutting an estimated $625K.
- Three Arch Wealth Management fully exited Avantis All Equity Markets ETF in Q2 2026, selling an estimated $209K.
- Three Arch Wealth Management's ten largest holdings make up 59% of its $652M portfolio in Q2 2026.
- Three Arch Wealth Management opened 10 new positions and closed 2 in Q2 2026.
- Three Arch Wealth Management's portfolio value rose 17% quarter-over-quarter to $652M.
Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.