Sign In
test

Tyler Vasquez

Three Arch Wealth Management Llc

Assets Managed
$556.127M
Holdings
61
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
4.2%(2Q avg: 2.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Three Arch Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Three Arch Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 556.127M in assets, with a quarterly growth rate of 4.2% and a 2-quarter average growth rate of 2.1%. The portfolio is managed by Tyler Vasquez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.83%
8.29%
$46.09M
738,026 shares@ $62.46 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -1.68%
8.06%
$44.819M
630,096 shares@ $71.14 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.63%
7.35%
$40.826M
575,743 shares@ $70.92 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.91%
6.83%
$37.947M
343,505 shares@ $110.48 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.39%
5.56%
$30.898M
585,418 shares@ $52.79 avg price
DGCB
Dimensional Global Credit
Recent Activity
Increased 1.73%
5.45%
$30.292M
559,563 shares@ $54.14 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 3.41%
5.26%
$29.234M
469,247 shares@ $62.31 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.16%
5.24%
$29.137M
601,260 shares@ $48.47 avg price
AVMV
Avantis Us Mid Cap Val Etf
Recent Activity
Increased 3.16%
5.12%
$28.449M
383,511 shares@ $74.18 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 3.16%
3.97%
$22.054M
617,575 shares@ $35.71 avg price

1-10 of 61