Three Arch Wealth Management LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 651,945
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 69 | 651,945 | 13F-HR | Three Arch Wealth Management LLC |
| Q1 2026 | 5/6/2026 | 61 | 556,127 | 13F-HR | Three Arch Wealth Management LLC |
| Q4 2025 | 2/13/2026 | 59 | 533,724 | 13F-HR | Three Arch Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.9 K | 3.7% | 4.585 K | 0 | 4.585 K |
| ETFs | 628 K | 96.3% | 91.23 K | 0 | 91.23 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
651,945
Holdings
69
QoQ value change ($000)
95,818
(17.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.