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Arcadia Wealth Management

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

Top 5 stock holdings are AVUS, DFAC, DFAI, AVUV, DFSD, and represent 59.15% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUS, DFSD, AAPL, IVV, TSLA, DFCF, DFAI, ADI, AVSF, AVIG.
Started 6 new stock positions in HD, ADI, TSLA, MSA, PLTR, COST.
Reduced shares in these 10 stocks: , XBI, , , JOBY, IBB, UTI, WEAV, XLK, LMBS.
Sold out of its positions in CURI, MCHX, VGT, V, WEAV, JOBY, NBIS.
Arcadia Wealth Management was a net buyer of stock by $11M.
Arcadia Wealth Management has $185M in assets under management (AUM), dropping by 5.98%.
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 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	21.6	$40M	+7%	359k	111.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	20.0	$37M		953k	38.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.3	$15M	+4%	396k	38.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.9	$9.1M		83k	110.47	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.2	$7.8M	+17%	162k	47.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.1	$5.7M	+3%	164k	34.55	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.0	$5.5M	+13%	131k	42.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$4.7M	+17%	7.2k	653.21	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$4.5M	+7%	53k	84.84	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.4	$4.4M	+3%	185k	23.65	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	2.1	$3.9M	+14%	94k	41.54	View chart
Spdr Series Trust State Street Spd (XBI)	1.9	$3.5M	-6%	28k	127.73	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$3.4M	+3%	42k	80.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.8	$3.2M	+5%	33k	99.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.6	$3.0M	+2%	82k	36.76	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	1.5	$2.8M	+22%	61k	46.80	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	1.5	$2.8M	+5%	71k	39.43	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.5	$2.8M	+6%	64k	44.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$2.6M	+16%	8.0k	320.82	View chart
Ishares Tr Ishares Biotech (IBB)	1.3	$2.3M	-6%	14k	168.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.1M		3.6k	577.11	View chart
Apple (AAPL)	1.0	$1.9M	+100%	7.3k	253.79	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$1.7M	-5%	13k	132.90	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.9	$1.6M	-4%	33k	49.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$1.4M	+4%	2.2k	650.34	View chart
Universal Technical Institute (UTI)	0.5	$901k	-13%	25k	36.10	View chart
Centrus Energy Corp Cl A (LEU)	0.4	$694k		4.0k	173.59	View chart
Tesla Motors (TSLA)	0.4	$687k	NEW	1.8k	371.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$683k		4.0k	169.64	View chart
Pfizer (PFE)	0.4	$647k		23k	28.08	View chart
Microsoft Corporation (MSFT)	0.3	$585k		1.6k	370.06	View chart
Meta Platforms Cl A (META)	0.3	$560k		978.00	572.13	View chart
Analog Devices (ADI)	0.3	$554k	NEW	1.7k	318.11	View chart
Home Depot (HD)	0.3	$471k	NEW	1.4k	328.80	View chart
Amazon (AMZN)	0.2	$437k	+12%	2.1k	208.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$420k		6.6k	64.08	View chart
Audioeye Com New (AEYE)	0.2	$404k		63k	6.37	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.2	$398k		5.8k	68.35	View chart
Automatic Data Processing (ADP)	0.2	$390k		1.9k	203.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$371k		5.0k	73.64	View chart
Msa Safety Inc equity (MSA)	0.2	$360k	NEW	2.2k	163.93	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$342k		4.8k	70.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$289k		3.7k	77.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$286k		2.0k	142.43	View chart
Treace Med Concepts (TMCI)	0.2	$281k		210k	1.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$253k		580.00	436.79	View chart
Costco Wholesale Corporation (COST)	0.1	$237k	NEW	238.00	996.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$217k	-4%	1.1k	196.20	View chart
NVIDIA Corporation (NVDA)	0.1	$208k	+4%	1.2k	174.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$204k	NEW	1.4k	146.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$204k		1.4k	141.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$203k		2.6k	78.41	View chart
1stdibs (DIBS)	0.1	$175k		32k	5.50	View chart
Iovance Biotherapeutics (IOVA)	0.0	$41k		12k	3.51	View chart
Soluna Holdings Com New (SLNH)	0.0	$17k		24k	0.71	View chart

Past Filings by Arcadia Wealth Management

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

Arcadia Wealth Management 2026 Q1 filed May 14, 2026
Arcadia Wealth Management 2025 Q4 filed Feb. 10, 2026
Arcadia Wealth Management 2025 Q3 filed Nov. 4, 2025
Arcadia Wealth Management 2025 Q2 filed Aug. 4, 2025
Arcadia Wealth Management 2025 Q1 filed May 12, 2025
Arcadia Wealth Management 2024 Q4 filed March 6, 2025

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