Institutional Manager · CIK 0002109462
Three Arch Wealth Management LLC
IRVINE, CA · File #028-26302
Latest AUM
$533.7M
Positions
59
Top-10 Concentration
61.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V500 | 640,922 | $44.7M | 8.40% |
| 2 | DIMENSIONAL ETF TRUST | 25434V609 | 744,251 | $44.3M | 8.33% |
| 3 | DIMENSIONAL ETF TRUST | 25434V401 | 579,412 | $43.0M | 8.08% |
| 4 | AMERICAN CENTY ETF TR | 025072877 | 333,821 | $34.0M | 6.40% |
| 5 | DIMENSIONAL ETF TRUST | 25434V567 | 550,098 | $29.8M | 5.61% |
| 6 | DIMENSIONAL ETF TRUST | 25434V807 | 587,718 | $29.3M | 5.52% |
| 7 | DIMENSIONAL ETF TRUST | 25434V724 | 602,251 | $28.1M | 5.28% |
| 8 | AMERICAN CENTY ETF TR | 025072323 | 453,813 | $26.7M | 5.01% |
| 9 | AMERICAN CENTY ETF TR | 025072133 | 371,782 | $26.5M | 4.98% |
| 10 | DIMENSIONAL ETF TRUST | 25434V831 | 543,232 | $20.7M | 3.89% |
| 11 | DIMENSIONAL ETF TRUST | 25434V666 | 598,695 | $20.5M | 3.85% |
| 12 | DIMENSIONAL ETF TRUST | 25434V757 | 583,089 | $18.8M | 3.54% |
| 13 | DIMENSIONAL ETF TRUST | 25434V591 | 345,529 | $17.5M | 3.29% |
| 14 | DIMENSIONAL ETF TRUST | 25434V864 | 354,946 | $17.0M | 3.20% |
| 15 | AMERICAN CENTY ETF TR | 025072372 | 232,646 | $13.6M | 2.55% |
| 16 | DIMENSIONAL ETF TRUST | 25434V765 | 404,835 | $12.8M | 2.41% |
| 17 | SPDR SERIES TRUST | 78464A375 | 361,607 | $12.2M | 2.30% |
| 18 | AMERICAN CENTY ETF TR | 025072802 | 129,337 | $12.2M | 2.29% |
| 19 | APPLE INC | AAPL | 43,521 | $11.8M | 2.23% |
| 20 | DIMENSIONAL ETF TRUST | 25434V773 | 355,501 | $11.7M | 2.20% |