Three Arch Wealth Management LLC
CIK 2109462 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $651.9M
- Posisi
- 69
- Per tanggal
- 30 Juni 2026
#3.210 dari 9.443 berdasarkan nilai 13F · top 34.0%
Nilai portofolio QoQ: +17.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,41%
- Bobot 25 kepemilikan teratas
- 94,27%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 21,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,46% Perkiraan pembelian $39.733.060 · penjualan $2.750.625
- Posisi baru
- 10
- Meningkat
- 32
- Menurun
- 17
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,6%
Retail
0,3%
Communication Services
0,2%
Consumer Discretionary
0,1%
Financials
0,1%
Financial Services
0,1%
Healthcare
0,0%
Energy
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
96,5%
Portofolio lengkap 69 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAS | $51.217.698 | 7,86% | 622.027 | $6.398.962 | Turun ×2 | ||
| DFAT | $51.092.928 | 7,84% | 730.943 | $5.003.193 | Turun ×2 | ||
| DFUS | $46.978.117 | 7,21% | 573.323 | $6.152.155 | Turun ×2 | ||
| AVUV | $45.538.839 | 6,99% | 365.012 | $7.591.800 | Naik ×2 | ||
| AVSC | $37.109.429 | 5,69% | 505.992 | $7.875.313 | Naik ×2 | ||
| DFUV | $32.934.661 | 5,05% | 598.703 | $3.797.594 | Turun ×2 | ||
| DFIV | $32.564.389 | 4,99% | 602.821 | $1.666.026 | Naik ×1 | ||
| AVMV | $32.308.101 | 4,96% | 401.168 | $3.859.257 | Naik ×2 | ||
| DGCB Dimensional Global Credit ETF | $31.243.670 | 4,79% | 571.496 | $951.887 | Naik ×2 | ||
| DEHP | $26.318.356 | 4,04% | 615.346 | $6.314.391 | Naik ×2 | ||
| DUHP | $26.087.808 | 4,00% | 625.157 | $4.796.057 | Naik ×2 | ||
| DFLV | $25.812.892 | 3,96% | 652.830 | $3.759.301 | Naik ×2 | ||
| DFSD | $21.876.581 | 3,36% | 458.148 | $3.862.811 | Naik ×2 | ||
| DUSB | $21.557.757 | 3,31% | 424.532 | $3.132.143 | Naik ×2 | ||
| AVES | $17.048.695 | 2,62% | 259.889 | $2.658.220 | Naik ×2 | ||
| SPIB | $16.037.411 | 2,46% | 479.301 | $2.917.240 | Naik ×2 | ||
| AVEM | $15.920.295 | 2,44% | 164.994 | $3.590.363 | Naik ×2 | ||
| DIHP | $15.392.875 | 2,36% | 451.073 | $2.007.438 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $15.131.168 | 2,32% | 52.292 | $2.215.073 | Naik ×2 | ||
| AVDV | $14.891.351 | 2,28% | 144.506 | $1.921.066 | Naik ×2 | ||
| DFIS | $13.449.155 | 2,06% | 383.932 | $1.415.084 | Naik ×2 | ||
| AVRE | $12.525.535 | 1,92% | 264.363 | $1.803.516 | Naik ×2 | ||
| DFSV | $4.759.476 | 0,73% | 122.699 | $151.592 | Turun ×2 | ||
| AVUQ Avantis U.S. Quality ETF | $3.822.462 | 0,59% | 57.916 | $531.668 | Turun ×1 | ||
| VTEC | $2.937.793 | 0,45% | 29.203 | Naik ×1 | |||
| AVLV | $2.532.381 | 0,39% | 27.764 | $294.301 | |||
| DFCA | $2.388.673 | 0,37% | 47.602 | Naik ×1 | |||
| ITOT | $2.142.738 | 0,33% | 13.044 | $284.881 | |||
| SPHY | $2.024.340 | 0,31% | 86.363 | $192.833 | Naik ×2 | ||
| DFAE | $1.944.805 | 0,30% | 48.366 | $302.317 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.795.654 | 0,28% | 7.534 | $434.818 | Naik ×1 | ||
| DISV | $1.634.878 | 0,25% | 40.740 | $17.312 | Turun ×2 | ||
| BND Vanguard Total Bond Market ETF | $1.583.593 | 0,24% | 21.572 | $-9.919 | Turun ×2 | ||
| VOE | $1.581.788 | 0,24% | 8.005 | $101.835 | Turun ×1 | ||
| DFEV | $1.544.091 | 0,24% | 36.189 | $249.239 | |||
| VBR | $1.477.518 | 0,23% | 6.081 | $159.990 | Naik ×1 | ||
| DFGR | $1.376.531 | 0,21% | 47.516 | $-201.225 | Turun ×2 | ||
| VT | $1.236.615 | 0,19% | 7.879 | $146.786 | |||
| AVDS | $976.475 | 0,15% | 12.975 | $44.244 | |||
| TSLA Tesla, Inc. - Common Stock | $917.329 | 0,14% | 2.181 | $106.170 | Turun ×1 | ||
| VTES | $888.419 | 0,14% | 8.769 | $10.977 | Naik ×2 | ||
| DFSU | $884.290 | 0,14% | 18.964 | $390.207 | Naik ×2 | ||
| AVEE | $814.079 | 0,12% | 11.743 | $69.221 | |||
| BRKA | $748.850 | 0,11% | 1 | $30.710 | |||
| FNB F.N.B. Corporation Common Stock | $623.286 | 0,10% | 32.667 | $40.393 | Turun ×1 | ||
| DFSE | $602.649 | 0,09% | 12.329 | $263.804 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $583.234 | 0,09% | 1.004 | Naik ×1 | |||
| DFSI | $519.185 | 0,08% | 11.512 | $261.340 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $486.182 | 0,07% | 1.376 | $258.128 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $468.869 | 0,07% | 1.312 | $258.663 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $455.138 | 0,07% | 808 | $103.850 | Naik ×2 | ||
| IVV | $420.115 | 0,06% | 561 | $147.726 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $402.275 | 0,06% | 1.078 | $-30.822 | Turun ×2 | ||
| VTI | $382.991 | 0,06% | 1.035 | Naik ×1 | |||
| V Visa Inc. | $348.923 | 0,05% | 1.017 | $40.336 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $339.330 | 0,05% | 1.696 | $45.356 | Naik ×2 | ||
| VOO | $335.395 | 0,05% | 488 | $60.918 | Naik ×2 | ||
| ALKS Alkermes plc - Ordinary Shares | $315.366 | 0,05% | 6.019 | $86.976 | Turun ×1 | ||
| VTV | $312.209 | 0,05% | 1.433 | Naik ×1 | |||
| SPYV | $309.664 | 0,05% | 5.094 | $21.445 | |||
| INTC Intel Corporation - Common Stock | $301.182 | 0,05% | 2.157 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $294.632 | 0,05% | 2.155 | $-70.985 | |||
| RSP | $274.473 | 0,04% | 1.290 | $26.896 | |||
| BRKB | $243.690 | 0,04% | 487 | $-12.682 | Turun ×1 | ||
| DFAC | $215.190 | 0,03% | 4.851 | Naik ×1 | |||
| IJR | $213.121 | 0,03% | 1.437 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $206.830 | 0,03% | 632 | Naik ×1 | |||
| VGSR Vert Global Sustainable Real Estate ETF | $146.962 | 0,02% | 12.908 | Naik ×1 | |||
| NWL Newell Brands Inc. - Common Stock | $93.973 | 0,01% | 15.305 | $42.129 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AVSC | Beli lebih banyak | +37K | +$7.9M |
| AVUV | Beli lebih banyak | +22K | +$7.6M |
| DFAS | Dipangkas | -8K | +$6.4M |
| DEHP | Beli lebih banyak | +23K | +$6.3M |
| DFUS | Dipangkas | -2K | +$6.2M |
| DFAT | Dipangkas | -7K | +$5.0M |
| DUHP | Beli lebih banyak | +46K | +$4.8M |
| DFSD | Beli lebih banyak | +82K | +$3.9M |
| AVMV | Beli lebih banyak | +18K | +$3.9M |
| DFUV | Dipangkas | -3K | +$3.8M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.