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

Currently, Three Arch Wealth Management LLC holds 69 types of securities in its portfolio with a total value $651.9M. In the most recent quarter, they have increased their positions in DFSD (+81.9K shares, valued at $3.9M), DUSB (+61.2K shares, valued at $3.1M), SPIB (+88.1K shares, valued at $2.9M); decreased their positions in DFAS (-8.1K shares, valued at $664.4K), DFAT (-7.1K shares, valued at $495.1K), DFGR (-11.8K shares, valued at $343.1K); initiated new positions in VTEC (+29.2K shares, valued at $2.9M), DFCA (+47.6K shares, valued at $2.4M), AMD (+1.0K shares, valued at $583.2K).

1M P&L

+5.1M+0.77%

3M P&L

+29.5M+4.65%

HY P&L

+67.1M+11.24%

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/A628.1M

96.7%

2Consumer Electronics15.1M

2.3%

3Internet Retail1.8M

0.3%

Top Industries by Stock Count

1N/A50 stocks

79.4%

2Semiconductors3 stocks

4.8%

3Internet Content & Information2 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAS DIMENSIONAL ETF TRUST622.0K shares-1.28%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST730.9K shares-0.96%2026-06-302026-08-06

DFUS DIMENSIONAL ETF TRUST573.3K shares-0.42%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR365.0K shares6.26%2026-06-302026-08-06

AVSC AMERICAN CENTY ETF TR506.0K shares7.83%2026-06-302026-08-06

DFUV DIMENSIONAL ETF TRUST598.7K shares-0.43%2026-06-302026-08-06

DFIV DIMENSIONAL ETF TRUST602.8K shares2.97%2026-06-302026-08-06

AVMV AMERICAN CENTY ETF TR401.2K shares4.60%2026-06-302026-08-06

Sponsored

DGCB DIMENSIONAL ETF TRUST571.5K shares2.13%2026-06-302026-08-06

DEHP DIMENSIONAL ETF TRUST615.3K shares3.94%2026-06-302026-08-06

DUHP DIMENSIONAL ETF TRUST625.2K shares7.93%2026-06-302026-08-06

DFLV DIMENSIONAL ETF TRUST652.8K shares5.71%2026-06-302026-08-06

DFSD DIMENSIONAL ETF TRUST458.1K shares21.77%2026-06-302026-08-06

DUSB DIMENSIONAL ETF TRUST424.5K shares16.84%2026-06-302026-08-06

AVES AMERICAN CENTY ETF TR259.9K shares8.32%2026-06-302026-08-06

SPIB SPDR SERIES TRUST479.3K shares22.53%2026-06-302026-08-06

Sponsored

AVEM AMERICAN CENTY ETF TR165.0K shares7.83%2026-06-302026-08-06

DIHP DIMENSIONAL ETF TRUST451.1K shares8.58%2026-06-302026-08-06

AAPL APPLE INC52.3K shares2.75%2026-06-302026-08-06

AVDV AMERICAN CENTY ETF TR144.5K shares11.26%2026-06-302026-08-06

DFIS DIMENSIONAL ETF TRUST383.9K shares7.42%2026-06-302026-08-06

AVRE AMERICAN CENTY ETF TR264.4K shares8.54%2026-06-302026-08-06

DFSV DIMENSIONAL ETF TRUST122.7K shares-6.70%2026-06-302026-08-06

AVUQ AMERICAN CENTY ETF TR57.9K shares-0.14%2026-06-302026-08-06

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS29.2K sharesnew addition2026-06-302026-08-06

AVLV AMERICAN CENTY ETF TR27.8K shares0.00%2026-06-302026-08-06

DFCA DIMENSIONAL ETF TRUST47.6K sharesnew addition2026-06-302026-08-06

ITOT ISHARES TR13.0K shares0.00%2026-06-302026-08-06

SPHY SPDR SERIES TRUST86.4K shares9.96%2026-06-302026-08-06

DFAE DIMENSIONAL ETF TRUST48.4K shares-0.29%2026-06-302026-08-06

AMZN AMAZON COM INC7.5K shares15.30%2026-06-302026-08-06

DISV DIMENSIONAL ETF TRUST40.7K shares-0.67%2026-06-302026-08-06

Sponsored

BND VANGUARD BD INDEX FDS21.6K shares-0.31%2026-06-302026-08-06

VOE VANGUARD INDEX FDS8.0K shares-0.32%2026-06-302026-08-06

DFEV DIMENSIONAL ETF TRUST36.2K shares0.00%2026-06-302026-08-06

VBR VANGUARD INDEX FDS6.1K shares0.26%2026-06-302026-08-06

DFGR DIMENSIONAL ETF TRUST47.5K shares-19.95%2026-06-302026-08-06

VT VANGUARD INTL EQUITY INDEX F7.9K shares0.00%2026-06-302026-08-06

AVDS AMERICAN CENTY ETF TR13.0K shares0.00%2026-06-302026-08-06

TSLA TESLA INC2.2K shares-0.05%2026-06-302026-08-06

Sponsored

VTES VANGUARD WELLINGTON FD8.8K shares1.07%2026-06-302026-08-06

DFSU DIMENSIONAL ETF TRUST19.0K shares57.72%2026-06-302026-08-06

AVEE AMERICAN CENTY ETF TR11.7K shares0.00%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-06

FNB F N B CORP32.7K shares-6.30%2026-06-302026-08-06

DFSE DIMENSIONAL ETF TRUST12.3K shares54.17%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2026-06-302026-08-06

DFSI DIMENSIONAL ETF TRUST11.5K shares89.31%2026-06-302026-08-06

Sponsored

GOOG ALPHABET INC1.4K shares73.08%2026-06-302026-08-06

GOOGL ALPHABET INC1.3K shares79.48%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC808 shares31.60%2026-06-302026-08-06

ISHARES TR ISHARES TR561 shares34.53%2026-06-302026-08-06

MSFT MICROSOFT CORP1.1K shares-7.86%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-08-06

VISA INC VISA INC1.0K shares-0.39%2026-06-302026-08-06

NVDA NVIDIA CORPORATION1.7K shares0.59%2026-06-302026-08-06

Sponsored

VOO VANGUARD INDEX FDS488 shares6.32%2026-06-302026-08-06

ALKS ALKERMES PLC6.0K shares-6.81%2026-06-302026-08-06

VTV VANGUARD INDEX FDS1.4K sharesnew addition2026-06-302026-08-06

SPYV SPDR SERIES TRUST5.1K shares0.00%2026-06-302026-08-06

INTC INTEL CORP2.2K sharesnew addition2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP2.2K shares0.00%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL487 shares-8.97%2026-06-302026-08-06

Sponsored

DFAC DIMENSIONAL ETF TRUST4.9K sharesnew addition2026-06-302026-08-06

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO632 sharesnew addition2026-06-302026-08-06

VGSR MANAGER DIRECTED PORTFOLIOS12.9K sharesnew addition2026-06-302026-08-06

NWL NEWELL BRANDS INC15.3K shares1.26%2026-06-302026-08-06

DFAS

DIMENSIONAL ETF TRUST

-1.28%

Shares622.0K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

-0.96%

Shares730.9K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL ETF TRUST

-0.42%

Shares573.3K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

6.26%

Shares365.0K

Event2026-06-30

Filed2026-08-06

AVSC

AMERICAN CENTY ETF TR

7.83%

Shares506.0K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL ETF TRUST

-0.43%

Shares598.7K

Event2026-06-30

Filed2026-08-06

DFIV

DIMENSIONAL ETF TRUST

2.97%

Shares602.8K

Event2026-06-30

Filed2026-08-06

AVMV

AMERICAN CENTY ETF TR

4.60%

Shares401.2K

Event2026-06-30

Filed2026-08-06

DGCB

DIMENSIONAL ETF TRUST

2.13%

Shares571.5K

Event2026-06-30

Filed2026-08-06

DEHP

DIMENSIONAL ETF TRUST

3.94%

Shares615.3K

Event2026-06-30

Filed2026-08-06

DUHP

DIMENSIONAL ETF TRUST

7.93%

Shares625.2K

Event2026-06-30

Filed2026-08-06

DFLV

DIMENSIONAL ETF TRUST

5.71%

Shares652.8K

Event2026-06-30

Filed2026-08-06

DFSD

DIMENSIONAL ETF TRUST

21.77%

Shares458.1K

Event2026-06-30

Filed2026-08-06

DUSB

DIMENSIONAL ETF TRUST

16.84%

Shares424.5K

Event2026-06-30

Filed2026-08-06

AVES

AMERICAN CENTY ETF TR

8.32%

Shares259.9K

Event2026-06-30

Filed2026-08-06

SPIB

SPDR SERIES TRUST

22.53%

Shares479.3K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

7.83%

Shares165.0K

Event2026-06-30

Filed2026-08-06

DIHP

DIMENSIONAL ETF TRUST

8.58%

Shares451.1K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

2.75%

Shares52.3K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

11.26%

Shares144.5K

Event2026-06-30

Filed2026-08-06

DFIS

DIMENSIONAL ETF TRUST

7.42%

Shares383.9K

Event2026-06-30

Filed2026-08-06

AVRE

AMERICAN CENTY ETF TR

8.54%

Shares264.4K

Event2026-06-30

Filed2026-08-06

DFSV

DIMENSIONAL ETF TRUST

-6.70%

Shares122.7K

Event2026-06-30

Filed2026-08-06

AVUQ

AMERICAN CENTY ETF TR

-0.14%

Shares57.9K

Event2026-06-30

Filed2026-08-06

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares29.2K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares27.8K

Event2026-06-30

Filed2026-08-06

DFCA

DIMENSIONAL ETF TRUST

New

Shares47.6K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-06

SPHY

SPDR SERIES TRUST

9.96%

Shares86.4K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL ETF TRUST

-0.29%

Shares48.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

15.30%

Shares7.5K

Event2026-06-30

Filed2026-08-06

DISV

DIMENSIONAL ETF TRUST

-0.67%

Shares40.7K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

-0.31%

Shares21.6K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

-0.32%

Shares8.0K

Event2026-06-30

Filed2026-08-06

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares36.2K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

0.26%

Shares6.1K

Event2026-06-30

Filed2026-08-06

DFGR

DIMENSIONAL ETF TRUST

-19.95%

Shares47.5K

Event2026-06-30

Filed2026-08-06

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.9K

Event2026-06-30

Filed2026-08-06

AVDS

AMERICAN CENTY ETF TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-0.05%

Shares2.2K

Event2026-06-30

Filed2026-08-06

VTES

VANGUARD WELLINGTON FD

1.07%

Shares8.8K

Event2026-06-30

Filed2026-08-06

DFSU

DIMENSIONAL ETF TRUST

57.72%

Shares19.0K

Event2026-06-30

Filed2026-08-06

AVEE

AMERICAN CENTY ETF TR

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-06

FNB

F N B CORP

-6.30%

Shares32.7K

Event2026-06-30

Filed2026-08-06

DFSE

DIMENSIONAL ETF TRUST

54.17%

Shares12.3K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-06

DFSI

DIMENSIONAL ETF TRUST

89.31%

Shares11.5K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

73.08%

Shares1.4K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

79.48%

Shares1.3K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

31.60%

Shares808

Event2026-06-30

Filed2026-08-06

ISHARES TR

34.53%

Shares561

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-7.86%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-08-06

VISA INC

-0.39%

Shares1.0K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

0.59%

Shares1.7K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

6.32%

Shares488

Event2026-06-30

Filed2026-08-06

ALKS

ALKERMES PLC

-6.81%

Shares6.0K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

SPYV

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-8.97%

Shares487

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL ETF TRUST

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

New

Shares632

Event2026-06-30

Filed2026-08-06

VGSR

MANAGER DIRECTED PORTFOLIOS

New

Shares12.9K

Event2026-06-30

Filed2026-08-06

NWL

NEWELL BRANDS INC

1.26%

Shares15.3K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available