Three Arch Wealth Management LLC
CIK
2109462
Location
IRVINE, CA
Portfolio Value
Micro
$13,844,528
Diversification
Highly concentrated
Filing Date
Global Rank
#7,426
/ 8,232
▲ 271
Top Industry
Consumer Electronics
70.3%
3Y Alpha vs SPY
+12.3%
Period ended 2 months ago
Filed May 6, 2026 · 39d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.4%
SPY
+9.1%
Annualised alpha
+12.3%
Max drawdown
−9.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
70.3%
+0.4 pts
Top 5
87.7%
−0.4 pts
Top 10
96.2%
−0.9 pts
HHI
5,052
Highly concentrated+41
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 75.4% | $13,844,528 |
| Consumer Cyclical | 11.8% | $2,171,994 |
| Financial Services | 6.2% | $1,147,851 |
| Communication Services | 3.1% | $561,493 |
| Energy | 2.0% | $365,617 |
| Healthcare | 1.2% | $228,390 |
| Consumer Defensive | 0.3% | $51,844 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +7,372 | 50,893 | $12,916,134 | |
| NVDA | Nvidia Corp | +133 | 1,686 | $294,038 | |
| GOOGL | Alphabet Inc. | +59 | 731 | $210,206 | |
| FNB | Fnb Corp/Pa/ | +9 | 34,862 | $582,892 | |
| V | Visa Inc. | +7 | 1,021 | $308,587 | |
| META | Meta Platforms, Inc. | +7 | 614 | $351,287 | |
| BRK-B | Berkshire Hathaway Inc | +6 | 535 | $256,372 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ORCL | Oracle Corp | 1,114 | $217,129 | |
| No positions match the current search. | ||||
4 positions ·
$13,844,528 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 50,893 | $12,916,134 | 93.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,170 | $433,098 | 3.13% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,686 | $294,038 | 2.12% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 1,925 | $201,258 | 1.45% |