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The Analysis of Three Arch Wealth Management LLC's Holdings & P&L

Currently, Three Arch Wealth Management LLC holds 61 types of securities in its portfolio with a total value $556.1M. In the most recent quarter, they have increased their positions in AAPL (+7.4K shares, valued at $1.9M), DUHP (+36.0K shares, valued at $1.3M), AVUV (+9.7K shares, valued at $1.1M); decreased their positions in DFAS (-10.8K shares, valued at $770.1K), DFSV (-15.9K shares, valued at $555.7K), DFAT (-6.2K shares, valued at $388.8K); initiated new positions in TSLA (+2.2K shares, valued at $811.2K), DFSI (+6.1K shares, valued at $257.8K), ALKS (+6.5K shares, valued at $228.4K).

1M P&L

+8.8M+1.46%

3M P&L

+24.5M+4.16%

HY P&L

+49.1M+8.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A537.0M

96.8%

2Consumer Electronics12.9M

2.3%

3Internet Retail1.4M

0.2%

Top Industries by Stock Count

1N/A44 stocks

78.6%

2Drug Manufacturers - Specialty & Generic1 stocks

1.8%

3Internet Retail1 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAT DIMENSIONAL ETF TRUST738.0K shares-0.84%2026-03-312026-05-06

DFAS DIMENSIONAL ETF TRUST630.1K shares-1.69%2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST575.7K shares-0.63%2026-03-312026-05-06

AVUV AMERICAN CENTY ETF TR343.5K shares2.90%2026-03-312026-05-06

DFIV DIMENSIONAL ETF TRUST585.4K shares-0.39%2026-03-312026-05-06

DGCB DIMENSIONAL ETF TRUST559.6K shares1.72%2026-03-312026-05-06

AVSC AMERICAN CENTY ETF TR469.2K shares3.40%2026-03-312026-05-06

DFUV DIMENSIONAL ETF TRUST601.3K shares-0.16%2026-03-312026-05-06

Sponsored

AVMV AMERICAN CENTY ETF TR383.5K shares3.15%2026-03-312026-05-06

DFLV DIMENSIONAL ETF TRUST617.6K shares3.15%2026-03-312026-05-06

DUHP DIMENSIONAL ETF TRUST579.2K shares6.62%2026-03-312026-05-06

DEHP DIMENSIONAL ETF TRUST592.0K shares1.53%2026-03-312026-05-06

DUSB DIMENSIONAL ETF TRUST363.4K shares5.16%2026-03-312026-05-06

DFSD DIMENSIONAL ETF TRUST376.2K shares6.00%2026-03-312026-05-06

AVES AMERICAN CENTY ETF TR239.9K shares3.13%2026-03-312026-05-06

DIHP DIMENSIONAL ETF TRUST415.4K shares2.62%2026-03-312026-05-06

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SPIB SPDR SERIES TRUST391.2K shares8.18%2026-03-312026-05-06

AVDV AMERICAN CENTY ETF TR129.9K shares0.42%2026-03-312026-05-06

AAPL APPLE INC50.9K shares16.94%2026-03-312026-05-06

AVEM AMERICAN CENTY ETF TR153.0K shares3.10%2026-03-312026-05-06

DFIS DIMENSIONAL ETF TRUST357.4K shares0.54%2026-03-312026-05-06

AVRE AMERICAN CENTY ETF TR243.6K shares4.32%2026-03-312026-05-06

DFSV DIMENSIONAL ETF TRUST131.5K shares-10.76%2026-03-312026-05-06

AVUQ AMERICAN CENTY ETF TR58.0K shares0.00%2026-03-312026-05-06

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AVLV AMERICAN CENTY ETF TR27.8K shares0.00%2026-03-312026-05-06

ITOT ISHARES TR13.0K shares0.00%2026-03-312026-05-06

SPHY SPDR SERIES TRUST78.5K shares3.93%2026-03-312026-05-06

DFAE DIMENSIONAL ETF TRUST48.5K shares-7.83%2026-03-312026-05-06

DISV DIMENSIONAL ETF TRUST41.0K shares-12.84%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS21.6K shares-5.79%2026-03-312026-05-06

DFGR DIMENSIONAL ETF TRUST59.4K shares-5.47%2026-03-312026-05-06

VOE VANGUARD INDEX FDS8.0K shares0.00%2026-03-312026-05-06

Sponsored

AMZN AMAZON COM INC6.5K shares-0.03%2026-03-312026-05-06

VBR VANGUARD INDEX FDS6.1K shares-0.44%2026-03-312026-05-06

DFEV DIMENSIONAL ETF TRUST36.2K shares-15.73%2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F7.9K shares0.00%2026-03-312026-05-06

AVDS AMERICAN CENTY ETF TR13.0K shares-5.73%2026-03-312026-05-06

VTES VANGUARD WELLINGTON FD8.7K shares0.46%2026-03-312026-05-06

TSLA TESLA INC2.2K sharesnew addition2026-03-312026-05-06

AVEE AMERICAN CENTY ETF TR11.7K shares-4.31%2026-03-312026-05-06

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-06

FNB F N B CORP34.9K shares0.03%2026-03-312026-05-06

DFSU DIMENSIONAL ETF TRUST12.0K shares49.83%2026-03-312026-05-06

MSFT MICROSOFT CORP1.2K shares-2.82%2026-03-312026-05-06

XOM EXXON MOBIL CORP2.2K shares-20.01%2026-03-312026-05-06

META META PLATFORMS INC614 shares1.15%2026-03-312026-05-06

DFSE DIMENSIONAL ETF TRUST8.0K shares29.86%2026-03-312026-05-06

V VISA INC1.0K shares0.69%2026-03-312026-05-06

Sponsored

NVDA NVIDIA CORPORATION1.7K shares8.56%2026-03-312026-05-06

SPYV SPDR SERIES TRUST5.1K shares0.00%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS459 shares9.55%2026-03-312026-05-06

IVV ISHARES TR417 shares0.00%2026-03-312026-05-06

DFSI DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL535 shares1.13%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-05-06

ALKS ALKERMES PLC6.5K sharesnew addition2026-03-312026-05-06

Sponsored

ALPHABET INC ALPHABET INC795 shares7.43%2026-03-312026-05-06

ALPHABET INC ALPHABET INC731 shares8.78%2026-03-312026-05-06

AVGE AMERICAN CENTY ETF TR2.4K shares-39.31%2026-03-312026-05-06

NOW SERVICENOW INC1.9K shares0.00%2026-03-312026-05-06

NWL NEWELL BRANDS INC15.1K shares0.00%2026-03-312026-05-06

DFAT

DIMENSIONAL ETF TRUST

-0.84%

Shares738.0K

Event2026-03-31

Filed2026-05-06

DFAS

DIMENSIONAL ETF TRUST

-1.69%

Shares630.1K

Event2026-03-31

Filed2026-05-06

DFUS

DIMENSIONAL ETF TRUST

-0.63%

Shares575.7K

Event2026-03-31

Filed2026-05-06

AVUV

AMERICAN CENTY ETF TR

2.90%

Shares343.5K

Event2026-03-31

Filed2026-05-06

DFIV

DIMENSIONAL ETF TRUST

-0.39%

Shares585.4K

Event2026-03-31

Filed2026-05-06

DGCB

DIMENSIONAL ETF TRUST

1.72%

Shares559.6K

Event2026-03-31

Filed2026-05-06

AVSC

AMERICAN CENTY ETF TR

3.40%

Shares469.2K

Event2026-03-31

Filed2026-05-06

DFUV

DIMENSIONAL ETF TRUST

-0.16%

Shares601.3K

Event2026-03-31

Filed2026-05-06

AVMV

AMERICAN CENTY ETF TR

3.15%

Shares383.5K

Event2026-03-31

Filed2026-05-06

DFLV

DIMENSIONAL ETF TRUST

3.15%

Shares617.6K

Event2026-03-31

Filed2026-05-06

DUHP

DIMENSIONAL ETF TRUST

6.62%

Shares579.2K

Event2026-03-31

Filed2026-05-06

DEHP

DIMENSIONAL ETF TRUST

1.53%

Shares592.0K

Event2026-03-31

Filed2026-05-06

DUSB

DIMENSIONAL ETF TRUST

5.16%

Shares363.4K

Event2026-03-31

Filed2026-05-06

DFSD

DIMENSIONAL ETF TRUST

6.00%

Shares376.2K

Event2026-03-31

Filed2026-05-06

AVES

AMERICAN CENTY ETF TR

3.13%

Shares239.9K

Event2026-03-31

Filed2026-05-06

DIHP

DIMENSIONAL ETF TRUST

2.62%

Shares415.4K

Event2026-03-31

Filed2026-05-06

SPIB

SPDR SERIES TRUST

8.18%

Shares391.2K

Event2026-03-31

Filed2026-05-06

AVDV

AMERICAN CENTY ETF TR

0.42%

Shares129.9K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

16.94%

Shares50.9K

Event2026-03-31

Filed2026-05-06

AVEM

AMERICAN CENTY ETF TR

3.10%

Shares153.0K

Event2026-03-31

Filed2026-05-06

DFIS

DIMENSIONAL ETF TRUST

0.54%

Shares357.4K

Event2026-03-31

Filed2026-05-06

AVRE

AMERICAN CENTY ETF TR

4.32%

Shares243.6K

Event2026-03-31

Filed2026-05-06

DFSV

DIMENSIONAL ETF TRUST

-10.76%

Shares131.5K

Event2026-03-31

Filed2026-05-06

AVUQ

AMERICAN CENTY ETF TR

0.00%

Shares58.0K

Event2026-03-31

Filed2026-05-06

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares27.8K

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-06

SPHY

SPDR SERIES TRUST

3.93%

Shares78.5K

Event2026-03-31

Filed2026-05-06

DFAE

DIMENSIONAL ETF TRUST

-7.83%

Shares48.5K

Event2026-03-31

Filed2026-05-06

DISV

DIMENSIONAL ETF TRUST

-12.84%

Shares41.0K

Event2026-03-31

Filed2026-05-06

BND

VANGUARD BD INDEX FDS

-5.79%

Shares21.6K

Event2026-03-31

Filed2026-05-06

DFGR

DIMENSIONAL ETF TRUST

-5.47%

Shares59.4K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

-0.03%

Shares6.5K

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

-0.44%

Shares6.1K

Event2026-03-31

Filed2026-05-06

DFEV

DIMENSIONAL ETF TRUST

-15.73%

Shares36.2K

Event2026-03-31

Filed2026-05-06

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-06

AVDS

AMERICAN CENTY ETF TR

-5.73%

Shares13.0K

Event2026-03-31

Filed2026-05-06

VTES

VANGUARD WELLINGTON FD

0.46%

Shares8.7K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-06

AVEE

AMERICAN CENTY ETF TR

-4.31%

Shares11.7K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-06

FNB

F N B CORP

0.03%

Shares34.9K

Event2026-03-31

Filed2026-05-06

DFSU

DIMENSIONAL ETF TRUST

49.83%

Shares12.0K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-2.82%

Shares1.2K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-20.01%

Shares2.2K

Event2026-03-31

Filed2026-05-06