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Arcadia Wealth Management

Latest statistics and disclosures from Arcadia Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002059339

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Positions held by Arcadia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	26.1	$31M	889k	34.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	19.5	$23M	237k	96.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.3	$7.4M	253k	29.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.2	$6.1M	63k	96.53	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.7	$3.2M	139k	23.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.7	$3.1M	67k	46.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.6	$3.1M	75k	41.27	View chart
Spdr Ser Tr S&p Biotech (XBI)	2.5	$2.9M	33k	90.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.4	$2.8M	106k	26.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.1	$2.4M	39k	61.37	View chart
Ishares Tr Ishares Biotech (IBB)	1.8	$2.1M	16k	132.21	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.8	$2.1M	52k	40.57	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.7	$2.0M	49k	41.92	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.7	$2.0M	58k	33.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$1.9M	33k	58.79	View chart
Select Sector Spdr Tr Technology (XLK)	1.6	$1.9M	8.1k	232.51	View chart
Apple (AAPL)	1.5	$1.8M	7.2k	250.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.5	$1.8M	27k	65.08	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$1.6M	32k	48.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.5M	2.6k	588.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$1.5M	2.9k	511.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.3M	4.5k	289.84	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.0	$1.1M	25k	46.14	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.9	$1.0M	29k	35.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$951k	1.6k	586.08	View chart
Audioeye Com New (AEYE)	0.6	$720k	47k	15.21	View chart
Universal Technical Institute (UTI)	0.6	$713k	28k	25.71	View chart
Tesla Motors (TSLA)	0.6	$683k	1.7k	403.84	View chart
Microsoft Corporation (MSFT)	0.6	$673k	1.6k	421.38	View chart
Meta Platforms Cl A (META)	0.5	$600k	1.0k	585.51	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.5	$532k	7.8k	68.19	View chart
Pfizer (PFE)	0.4	$527k	20k	26.53	View chart
Exxon Mobil Corporation (XOM)	0.4	$437k	4.1k	107.56	View chart
Centrus Energy Corp Cl A (LEU)	0.4	$433k	6.5k	66.61	View chart
Amazon (AMZN)	0.3	$405k	1.8k	219.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$313k	6.6k	47.82	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$308k	4.8k	63.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$292k	4.1k	71.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$280k	3.7k	74.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$262k	2.0k	128.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$238k	580.00	410.44	View chart
Weave Communications (WEAV)	0.2	$215k	14k	15.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$206k	1.2k	169.30	View chart
Good Times Restaurants Com New (GTIM)	0.1	$129k	50k	2.59	View chart
Iovance Biotherapeutics (IOVA)	0.1	$117k	16k	7.40	View chart
1stdibs (DIBS)	0.1	$113k	32k	3.54	View chart
Marchex CL B (MCHX)	0.0	$51k	29k	1.75	View chart
Soluna Holdings Com New (SLNH)	0.0	$42k	20k	2.10	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$21k	43k	0.48	View chart
Curiositystream Com Cl A (CURI)	0.0	$17k	11k	1.53	View chart

Past Filings by Arcadia Wealth Management

SEC 13F filings are viewable for Arcadia Wealth Management going back to 2024

Arcadia Wealth Management 2024 Q4 filed March 6, 2025

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