Arcadia Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Arcadia Wealth Management, Inc. held in its portfolio 56 assets valued at $174,360,503 (i.e. $174.36M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($37.49M), DIMENSIONAL ETF TRUST ($37.25M), and DIMENSIONAL ETF TRUST ($14.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arcadia Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 335379 | 37488700 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 940985 | 37253608 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 378900 | 14439882 | INTL CORE EQT MK |
| AMERICAN CENTY ETF TR | 81208 | 8281624 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 138447 | 6638534 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 159346 | 5271177 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 115765 | 4926944 | CORE FIXED INCOM |
| ISHARES TR | 6149 | 4211707 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 177609 | 4067463 | US REAL ESTATE E |
| AMERICAN CENTY ETF TR | 49129 | 4044261 | INTL EQT ETF |
| SPDR SERIES TRUST | 29472 | 3593560 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 82048 | 3439713 | AVANTIS CORE FI |
| AMERICAN CENTY ETF TR | 40717 | 3136026 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 79623 | 3028062 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 30709 | 2885705 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 60082 | 2615379 | REAL ESTATE ETF |
| FIRST TR EXCHANGE-TRADED FD | 67405 | 2582974 | SMID RISNG ETF |
| ISHARES TR | 14739 | 2487501 | ISHARES BIOTECH |
| AMERICAN CENTY ETF TR | 49642 | 2337377 | AVANTIS SHFXDINC |
| VANGUARD INDEX FDS | 6892 | 2310530 | TOTAL STK MKT |
| INVESCO QQQ TR | 3642 | 2237512 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 13855 | 1994645 | STATE STREET TEC |
| FIRST TR EXCHANGE-TRADED FD | 34506 | 1724955 | FST LOW OPPT EFT |
| SPDR S&P 500 ETF TR | 2056 | 1402028 | TR UNIT |
| APPLE INC | 3649 | 992000 | COM |
| CENTRUS ENERGY CORP | 4000 | 971040 | CL A |
| MICROSOFT CORP | 1580 | 763892 | COM |
| UNIVERSAL TECHNICAL INST INC | 28946 | 756359 | COM |
| META PLATFORMS INC | 978 | 645568 | CL A |
| AUDIOEYE INC | 63351 | 632876 | COM NEW |
| PFIZER INC | 23150 | 576435 | COM |
| TREACE MED CONCEPTS INC | 209972 | 514431 | COM |
| AUTOMATIC DATA PROCESSING IN | 1921 | 494169 | COM |
| EXXON MOBIL CORP | 4025 | 484418 | COM |
| AMAZON COM INC | 1866 | 430783 | COM |
| VANGUARD TAX-MANAGED FDS | 6551 | 409241 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 5925 | 407286 | TOTAL WLD BD ETF |
| VANGUARD BD INDEX FDS | 5043 | 373535 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 4826 | 357944 | US EQUITY MARKET |
| VANGUARD WORLD FD | 474 | 357292 | INF TECH ETF |
| ISHARES TR | 2040 | 303328 | CORE S&P TTL STK |
| VANGUARD BD INDEX FDS | 3743 | 291505 | INTERMED TERM |
| VANGUARD INDEX FDS | 580 | 282959 | GROWTH ETF |
| VANGUARD INDEX FDS | 1158 | 221166 | VALUE ETF |
| ISHARES TR | 1441 | 214735 | ESG AWR MSCI USA |
| NVIDIA CORPORATION | 1144 | 213435 | COM |
| VISA INC | 605 | 212180 | COM CL A |
| NEBIUS GROUP N.V. | 2500 | 209262 | SHS CLASS A |
| VANGUARD BD INDEX FDS | 2584 | 203645 | SHORT TRM BOND |
| JOBY AVIATION INC | 15000 | 198000 | COMMON STOCK |
| 1STDIBS COM INC | 31897 | 191063 | COM |
| WEAVE COMMUNICATIONS INC | 13500 | 102465 | COM |
| MARCHEX INC | 29050 | 48223 | CL B |
| CURIOSITYSTREAM INC | 10797 | 41029 | COM CL A |
| IOVANCE BIOTHERAPEUTICS INC | 11700 | 31941 | COM |
| SOLUNA HOLDINGS INC | 24300 | 28431 | COM NEW |
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