Three Arch Wealth Management LLC
Portfolio value QoQ: +17.2% 13F does not disclose cash
Top 10 holdings weight59.41%
Top 25 holdings weight94.27%
Positions above 1%22
Effective number of positions21.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.46% Est. buys $39,733,060 · sells $2,750,625
New positions10
Increased32
Decreased17
Closed2
Portfolio value
$651.9M
Positions
69
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 69 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAS | $51,217,698 | 7.86% | 622,027 | $6,398,962 | Down ×2 | ||
| DFAT | $51,092,928 | 7.84% | 730,943 | $5,003,193 | Down ×2 | ||
| DFUS | $46,978,117 | 7.21% | 573,323 | $6,152,155 | Down ×2 | ||
| AVUV | $45,538,839 | 6.99% | 365,012 | $7,591,800 | Up ×2 | ||
| AVSC | $37,109,429 | 5.69% | 505,992 | $7,875,313 | Up ×2 | ||
| DFUV | $32,934,661 | 5.05% | 598,703 | $3,797,594 | Down ×2 | ||
| DFIV | $32,564,389 | 4.99% | 602,821 | $1,666,026 | Up ×1 | ||
| AVMV | $32,308,101 | 4.96% | 401,168 | $3,859,257 | Up ×2 | ||
| DGCB | $31,243,670 | 4.79% | 571,496 | $951,887 | Up ×2 | ||
| DEHP | $26,318,356 | 4.04% | 615,346 | $6,314,391 | Up ×2 | ||
| DUHP | $26,087,808 | 4.00% | 625,157 | $4,796,057 | Up ×2 | ||
| DFLV | $25,812,892 | 3.96% | 652,830 | $3,759,301 | Up ×2 | ||
| DFSD | $21,876,581 | 3.36% | 458,148 | $3,862,811 | Up ×2 | ||
| DUSB | $21,557,757 | 3.31% | 424,532 | $3,132,143 | Up ×2 | ||
| AVES | $17,048,695 | 2.62% | 259,889 | $2,658,220 | Up ×2 | ||
| SPIB | $16,037,411 | 2.46% | 479,301 | $2,917,240 | Up ×2 | ||
| AVEM | $15,920,295 | 2.44% | 164,994 | $3,590,363 | Up ×2 | ||
| DIHP | $15,392,875 | 2.36% | 451,073 | $2,007,438 | Up ×2 | ||
| AAPL | $15,131,168 | 2.32% | 52,292 | $2,215,073 | Up ×2 | ||
| AVDV | $14,891,351 | 2.28% | 144,506 | $1,921,066 | Up ×2 | ||
| DFIS | $13,449,155 | 2.06% | 383,932 | $1,415,084 | Up ×2 | ||
| AVRE | $12,525,535 | 1.92% | 264,363 | $1,803,516 | Up ×2 | ||
| DFSV | $4,759,476 | 0.73% | 122,699 | $151,592 | Down ×2 | ||
| AVUQ | $3,822,462 | 0.59% | 57,916 | $531,668 | Down ×1 | ||
| VTEC | $2,937,793 | 0.45% | 29,203 | Up ×1 | |||
| AVLV | $2,532,381 | 0.39% | 27,764 | $294,301 | |||
| DFCA | $2,388,673 | 0.37% | 47,602 | Up ×1 | |||
| ITOT | $2,142,738 | 0.33% | 13,044 | $284,881 | |||
| SPHY | $2,024,340 | 0.31% | 86,363 | $192,833 | Up ×2 | ||
| DFAE | $1,944,805 | 0.30% | 48,366 | $302,317 | Down ×2 | ||
| AMZN | $1,795,654 | 0.28% | 7,534 | $434,818 | Up ×1 | ||
| DISV | $1,634,878 | 0.25% | 40,740 | $17,312 | Down ×2 | ||
| BND | $1,583,593 | 0.24% | 21,572 | $-9,919 | Down ×2 | ||
| VOE | $1,581,788 | 0.24% | 8,005 | $101,835 | Down ×1 | ||
| DFEV | $1,544,091 | 0.24% | 36,189 | $249,239 | |||
| VBR | $1,477,518 | 0.23% | 6,081 | $159,990 | Up ×1 | ||
| DFGR | $1,376,531 | 0.21% | 47,516 | $-201,225 | Down ×2 | ||
| VT | $1,236,615 | 0.19% | 7,879 | $146,786 | |||
| AVDS | $976,475 | 0.15% | 12,975 | $44,244 | |||
| TSLA | $917,329 | 0.14% | 2,181 | $106,170 | Down ×1 | ||
| VTES | $888,419 | 0.14% | 8,769 | $10,977 | Up ×2 | ||
| DFSU | $884,290 | 0.14% | 18,964 | $390,207 | Up ×2 | ||
| AVEE | $814,079 | 0.12% | 11,743 | $69,221 | |||
| BRK-A | $748,850 | 0.11% | 1 | $30,710 | |||
| FNB | $623,286 | 0.10% | 32,667 | $40,393 | Down ×1 | ||
| DFSE | $602,649 | 0.09% | 12,329 | $263,804 | Up ×2 | ||
| AMD | $583,234 | 0.09% | 1,004 | Up ×1 | |||
| DFSI | $519,185 | 0.08% | 11,512 | $261,340 | Up ×1 | ||
| GOOG | $486,182 | 0.07% | 1,376 | $258,128 | Up ×2 | ||
| GOOGL | $468,869 | 0.07% | 1,312 | $258,663 | Up ×2 | ||
| META | $455,138 | 0.07% | 808 | $103,850 | Up ×2 | ||
| IVV | $420,115 | 0.06% | 561 | $147,726 | Up ×1 | ||
| MSFT | $402,275 | 0.06% | 1,078 | $-30,822 | Down ×2 | ||
| VTI | $382,991 | 0.06% | 1,035 | Up ×1 | |||
| V | $348,923 | 0.05% | 1,017 | $40,336 | Down ×1 | ||
| NVDA | $339,330 | 0.05% | 1,696 | $45,356 | Up ×2 | ||
| VOO | $335,395 | 0.05% | 488 | $60,918 | Up ×2 | ||
| ALKS | $315,366 | 0.05% | 6,019 | $86,976 | Down ×1 | ||
| VTV | $312,209 | 0.05% | 1,433 | Up ×1 | |||
| SPYV | $309,664 | 0.05% | 5,094 | $21,445 | |||
| INTC | $301,182 | 0.05% | 2,157 | Up ×1 | |||
| XOM | $294,632 | 0.05% | 2,155 | $-70,985 | |||
| RSP | $274,473 | 0.04% | 1,290 | $26,896 | |||
| BRK-B | $243,690 | 0.04% | 487 | $-12,682 | Down ×1 | ||
| DFAC | $215,190 | 0.03% | 4,851 | Up ×1 | |||
| IJR | $213,121 | 0.03% | 1,437 | Up ×1 | |||
| JPM | $206,830 | 0.03% | 632 | Up ×1 | |||
| VGSR | $146,962 | 0.02% | 12,908 | Up ×1 | |||
| NWL | $93,973 | 0.01% | 15,305 | $42,129 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.