Institutional Fund
Three Arch Wealth Management LLC
Irvine, CACIK 21094622 filings on record
Portfolio Value
$556.13M
Q1 2026
Holdings
61
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+4.2%
from $533.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust8.3%
- Dimensional ETF Trust8.1%
- Dimensional ETF Trust7.3%
- American Centy ETF Tr6.8%
- Dimensional ETF Trust5.6%
- Dimensional ETF Trust5.4%
- Other58.5%
Portfolio Holdings
61 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 738.0K | $46.09M | 8.3% | −6.2K | Reduced |
| 2 | Dimensional ETF Trust | 630.1K | $44.82M | 8.1% | −10.8K | Reduced |
| 3 | Dimensional ETF Trust | 575.7K | $40.83M | 7.3% | −3.7K | Reduced |
| 4 | American Centy ETF Tr | 343.5K | $37.95M | 6.8% | +9.7K | Added |
| 5 | Dimensional ETF Trust | 585.4K | $30.90M | 5.6% | −2.3K | Reduced |
| 6 | Dimensional ETF Trust | 559.6K | $30.29M | 5.4% | +9.5K | Added |
| 7 | American Centy ETF Tr | 469.2K | $29.23M | 5.3% | +15.4K | Added |
| 8 | Dimensional ETF Trust | 601.3K | $29.14M | 5.2% | −991 | Reduced |
| 9 | American Centy ETF Tr | 383.5K | $28.45M | 5.1% | +11.7K | Added |
| 10 | Dimensional ETF Trust | 617.6K | $22.05M | 4.0% | +18.9K | Added |
51 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio