Arcadia Wealth Management

Arcadia Wealth Management as of March 31, 2025

Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 55 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 23.4 $30M 910k 32.99
American Centy Etf Tr Us Eqt Etf (AVUS) 19.2 $25M 266k 92.38
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 7.7 $9.8M 315k 31.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.8 $6.1M 71k 87.17
Dimensional Etf Trust Short Duration F (DFSD) 3.3 $4.2M 89k 47.52
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.9 $3.7M 88k 42.06
Dimensional Etf Trust Us Real Estate E (DFAR) 2.8 $3.6M 152k 23.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $3.5M 133k 26.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $2.8M 42k 66.27
Spdr Ser Tr S&p Biotech (XBI) 2.0 $2.6M 32k 81.10
American Centy Etf Tr Avantis Core Fi (AVIG) 1.9 $2.4M 58k 41.39
Dimensional Etf Trust Us High Profitab (DUHP) 1.8 $2.3M 68k 33.14
American Centy Etf Tr Real Estate Etf (AVRE) 1.7 $2.2M 51k 43.01
Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.2M 3.8k 561.90
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $2.1M 35k 60.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.6 $2.0M 29k 69.74
Ishares Tr Ishares Biotech (IBB) 1.6 $2.0M 16k 127.90
Treace Med Concepts (TMCI) 1.4 $1.8M 210k 8.39
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.3 $1.7M 34k 49.16
Select Sector Spdr Tr Technology (XLK) 1.3 $1.7M 8.1k 206.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $1.6M 3.4k 468.97
Apple (AAPL) 1.2 $1.6M 7.1k 222.13
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $1.4M 41k 33.50
American Centy Etf Tr Avantis Shfxdinc (AVSF) 1.1 $1.4M 30k 46.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.3M 4.8k 274.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.1M 2.0k 559.39
Universal Technical Institute (UTI) 0.6 $713k 28k 25.68
Automatic Data Processing (ADP) 0.5 $621k 2.0k 305.49
Microsoft Corporation (MSFT) 0.5 $599k 1.6k 375.28
Pfizer (PFE) 0.5 $587k 23k 25.34
Meta Platforms Cl A (META) 0.4 $574k 995.00 576.36
Audioeye Com New (AEYE) 0.4 $526k 47k 11.10
Exxon Mobil Corporation (XOM) 0.4 $483k 4.1k 118.92
Tesla Motors (TSLA) 0.3 $439k 1.7k 259.16
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.3 $419k 6.1k 68.81
Centrus Energy Corp Cl A (LEU) 0.3 $404k 6.5k 62.21
Amazon (AMZN) 0.3 $341k 1.8k 190.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $333k 6.6k 50.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $311k 4.2k 73.45
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $292k 4.8k 60.48
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $287k 3.7k 76.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $249k 2.0k 122.01
Vanguard Index Fds Growth Etf (VUG) 0.2 $215k 580.00 370.82
Vanguard Index Fds Value Etf (VTV) 0.2 $210k 1.2k 172.74
Visa Com Cl A (V) 0.2 $204k 582.00 350.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $202k 2.6k 78.28
Weave Communications (WEAV) 0.1 $150k 14k 11.09
Good Times Restaurants Com New (GTIM) 0.1 $122k 50k 2.46
1stdibs (DIBS) 0.1 $97k 32k 3.04
Joby Aviation Common Stock (JOBY) 0.1 $78k 13k 6.02
Iovance Biotherapeutics (IOVA) 0.0 $52k 16k 3.33
Marchex CL B (MCHX) 0.0 $47k 29k 1.63
Curiositystream Com Cl A (CURI) 0.0 $29k 11k 2.68
Amarin Corp Spons Adr New 0.0 $19k 43k 0.45
Soluna Holdings Com New (SLNH) 0.0 $13k 20k 0.64