Three Arch Wealth Management LLC - Portfolio Stock Holdings

Three Arch Wealth Management LLC disclosed 71 stock positions in a recent SEC 13F filing. $627,332,953 of stock holdings were filed, with the largest holdings including DFAT, DFAS, and DFUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $662,439,902 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.