Three Arch Wealth Management LLC
•CIK: 2109462•Filing: Q4 2025
**Three Arch Wealth Management LLC** manages $534M across a concentrated portfolio of 59 positions. The fund exhibits significant conviction in specific names, with top holdings including DFAS at $44.7M and DFAT at $44.3M. Further notable allocations include DFUS ($43.0M) and AVUV ($34.0M), suggesting a focus on deep-value or specialized sector opportunities. This structure indicates a highly selective, concentrated investment approach.
Total AUM
$533.7M
QoQ Performance
N/A
Positions
22
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAS
DFAT
DFUS
AVUV
DGCB
DFIV
DFUV
DFAS8.4%
DFAT8.3%
DFUS8.1%
AVUV6.4%
DGCB5.6%
DFIV5.5%
DFUV5.3%
AVSC5.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other96.7%
Technology2.6%
Consumer0.3%
Financial0.3%
ETF0.1%
Energy0.1%