Three Arch Wealth Management LLC: 13F holdings
CIK 21094622026Q2
| Positions | 69 |
|---|
| Reported value | $651.9m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 69 (+8 vs prior quarter) |
|---|
| Reported value | $651.9m (+17.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 622,027 | $51.2m | 7.9% |
| DIMENSIONAL ETF TRUST | 730,943 | $51.1m | 7.8% |
| DFUS DIMENSIONAL ETF TRUST | 573,323 | $47.0m | 7.2% |
| AVUV AMERICAN CENTY ETF TR | 365,012 | $45.5m | 7.0% |
| AVSC AMERICAN CENTY ETF TR | 505,992 | $37.1m | 5.7% |
| YM=F DIMENSIONAL ETF TRUST | 598,703 | $32.9m | 5.1% |
| DFIV DIMENSIONAL ETF TRUST | 602,821 | $32.6m | 5.0% |
| AMERICAN CENTY ETF TR | 401,168 | $32.3m | 5.0% |
| DGCB DIMENSIONAL ETF TRUST | 571,496 | $31.2m | 4.8% |
| DEHP DIMENSIONAL ETF TRUST | 615,346 | $26.3m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109462")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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