Three Arch Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002109462
13F-HR · 16 reported holdings · 2026-03-31
Reported long-US-equity value
$0.02B
Top-10 concentration
93.3%
Three Arch Wealth Management LLC — $21.1M AUM allocation strategy
Three Arch Wealth Management LLC files SEC Form 13F and reports $21.1M of long US equity value across 16 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 65.6%, followed by Consumer Discretionary 10.3% and Financials 3.8%.
The top 10 holdings account for 93% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Three Arch Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$21.1M
total across 16 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +7.37K sh · +$1.08M+$NVDA +133 sh · +$4.41K+$GOOG +59 sh · −$130
Biggest trims (shares)
−$XOM −539 sh · +$41.4K−$MSFT −34 sh · −$149K−$AMZN −2 sh · −$148K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals61.2%—
- Broadline Retail6.4%—
- Automobile Manufacturers3.8%—
- Interactive Media & Services3.7%—
- Aerospace & Defense3.4%—
- Systems Software3.0%—
- Integrated Oil & Gas1.7%—
- Transaction & Payment Processing Services1.5%—
- Other holdings15.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 50.9K | $12.9M | +7.37K | 61.2% |
| $AMZN | Amazon.com Inc | 6.53K | $1.36M | -2 | 6.4% |
| $TSLA | Tesla Inc | 2.18K | $811K | — | 3.8% |
| $HONA | Honeywell Aerospace Inc | 1 | $718K | +0 | 3.4% |
| $MSFT | Microsoft Corporation | 1.17K | $433K | -34 | 2.1% |
| $XOM | ExxonMobil Holdings Corporation | 2.15K | $366K | -539 | 1.7% |
| $META | Meta Platforms Inc | 614 | $351K | +7 | 1.7% |
| $V | Visa Inc | 1.02K | $309K | +7 | 1.5% |
| $NVDA | NVIDIA Corporation | 1.69K | $294K | +133 | 1.4% |
…and 7 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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