Three Arch Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 68 separate positions held by the firm, managed from its office in Irvine, California.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds from the American Century Investments and Dimensional Fund Advisors families comprising a significant portion of the total holdings. Among the individual equities listed, Advanced Micro Devices Inc. holds the largest share, with 997 shares. Other notable individual stock positions include Amazon.com Inc. (7,734 shares), Apple Inc. (52,581 shares), and Tesla Inc. (2,183 shares).
The filing also includes positions in major technology and financial services companies such as Microsoft Corporation, NVIDIA Corporation, Meta Platforms Inc., JPMorgan Chase & Co., and Visa Inc. Additionally, the portfolio includes exposure to energy through ExxonMobil Holdings Corp. and industrial exposure through Newell Brands Inc.
