Three Arch Wealth Management LLC

CIK

2109462

Location

IRVINE, CA

Portfolio Value

Micro $26,693,702

Diversification

Highly concentrated

Filing Date

Global Rank

#7,772 / 8,645 ▲ 405

Top Industry

Consumer Electronics 63.7%

3Y Alpha vs SPY

+8.9%

Period ended 52 days ago

Filed Aug 6, 2026 · 15d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+17.9%

SPY

+11.9%

Annualised alpha

+13.3%

Max drawdown

−10.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

56.7%

−10.2 pts

Top 5

81.7%

−4.5 pts

Top 10

92.9%

−3.1 pts

HHI

3,441

Highly concentrated−1,155

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.8%	$16,757,094	5
Unclassified	11.0%	$2,937,821	1
Consumer Cyclical	10.2%	$2,712,981	2
Financial Services	8.1%	$2,171,619	4
Communication Services	5.3%	$1,410,189	2
Healthcare	1.2%	$315,395	1
Energy	1.1%	$294,631	1
Consumer Defensive	0.4%	$93,972	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,399	52,292	$15,131,213
GOOGL	Alphabet Inc.	+1,162	2,688	$955,051
AMZN	Amazon Com Inc	+1,000	7,534	$1,795,653
META	Meta Platforms, Inc.	+194	808	$455,138
NWL	Newell Brands Inc.	+190	15,305	$93,972
NVDA	Nvidia Corp	+10	1,696	$339,352
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
FNB	Fnb Corp/Pa/	−2,195	32,667	$623,286
ALKS	Alkermes plc.	−440	6,019	$315,395
MSFT	Microsoft Corp	−92	1,078	$402,115
BRK-B	Berkshire Hathaway Inc	−48	488	$992,539
V	Visa Inc.	−4	1,017	$348,922
TSLA	Tesla, Inc.	−1	2,181	$917,328
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VTEC	Vanguard California Tax-Exempt Bond ETF	29,203	$2,937,821
AMD	Advanced Micro Devices Inc	1,004	$583,233
INTC	Intel Corp	2,157	$301,181
JPM	Jpmorgan Chase & Co	632	$206,872
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NOW	ServiceNow, Inc.	1,925	$201,258
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $26,693,702 total · filing declares 69 positions · $651,945,353 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	52,292	+1,399	$15,131,213	+17.1%	56.68%
VTEC	Vanguard California Tax-Exempt Bond ETF	NEW	29,203	NEW	$2,937,821	NEW	11.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,534	+1,000	$1,795,653	+32.0%	6.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	488	-48	$992,539	+1.8%	3.72%
GOOGL	Alphabet Inc. Communication Services	Added	2,688	+1,162	$955,051	+117.9%	3.58%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,181	-1	$917,328	+13.1%	3.44%
FNB	Fnb Corp/Pa/ Financial Services	Reduced	32,667	-2,195	$623,286	+6.9%	2.33%
AMD	Advanced Micro Devices Inc Technology	NEW	1,004	NEW	$583,233	NEW	2.18%
META	Meta Platforms, Inc. Communication Services	Added	808	+194	$455,138	+29.6%	1.71%
MSFT	Microsoft Corp Technology	Reduced	1,078	-92	$402,115	−7.2%	1.51%
V	Visa Inc. Financial Services	Reduced	1,017	-4	$348,922	+13.1%	1.31%
NVDA	Nvidia Corp Technology	Added	1,696	+10	$339,352	+15.4%	1.27%
ALKS	Alkermes plc. Healthcare	Reduced	6,019	-440	$315,395	+38.1%	1.18%
INTC	Intel Corp Technology	NEW	2,157	NEW	$301,181	NEW	1.13%
XOM	ExxonMobil Holdings Corp Energy	Held	2,155	0	$294,631	−19.4%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	NEW	632	NEW	$206,872	NEW	0.77%
NWL	Newell Brands Inc. Consumer Defensive	Added	15,305	+190	$93,972	+81.3%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.