Arcadia Wealth Management, Inc. Top Holdings and 13F Report (2025) About Arcadia Wealth Management, Inc.Investment ActivityArcadia Wealth Management, Inc. has $117.67 million in total holdings as of December 31, 2024.Arcadia Wealth Management, Inc. owns shares of 50 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $30,738,401Avantis U.S. Equity ETF $22,968,778Dimensional International Core Equity Market ETF $7,391,899Avantis U.S. Small Cap Value ETF $6,097,515Dimensional US Real Estate ETF $3,228,263 Sector AllocationMap of 500 Largest Holdings ofArcadia Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$30,738,401888,65026.1%ETFAVUSAvantis U.S. Equity ETF$22,968,778236,96319.5%ETFDFAIDimensional International Core Equity Market ETF$7,391,899253,1476.3%ETFAVUVAvantis U.S. Small Cap Value ETF$6,097,51563,1675.2%ETFDFARDimensional US Real Estate ETF$3,228,263138,7312.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$3,126,42766,6902.7%ETFDFCFDimensional Core Fixed Income ETF$3,092,18074,9262.6%ETFXBISPDR S&P Biotech ETF$2,945,06132,7012.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,776,628106,0192.4%ETFAVDEAvantis International Equity ETF$2,412,73339,3152.1%ETFIBBiShares Biotechnology ETF$2,097,64415,8661.8%FinanceAVIGAvantis Core Fixed Income ETF$2,092,78751,5851.8%ETFAVREAvantis Real Estate ETF$2,042,49648,7241.7%ETFDUHPDimensional US High Profitability ETF$1,961,29758,0441.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,933,97432,8961.6%ETFXLKTechnology Select Sector SPDR Fund$1,880,0628,0861.6%ETFAAPLApple$1,804,2607,2051.5%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$1,754,09226,9531.5%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,563,42632,1231.3%ManufacturingIVViShares Core S&P 500 ETF$1,515,8512,5751.3%ETFQQQInvesco QQQ$1,488,3812,9111.3%FinanceVTIVanguard Total Stock Market ETF$1,294,1234,4651.1%ETFAVSFAvantis Short-Term Fixed Income ETF$1,142,28824,7571.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$1,041,92929,0640.9%ETFSPYSPDR S&P 500 ETF Trust$950,6221,6220.8%FinanceAEYEAudioEye$720,20947,3510.6%Computer and TechnologyUTIUniversal Technical Institute$713,35027,7460.6%Consumer DiscretionaryTSLATesla$683,2971,6920.6%Auto/Tires/TrucksMSFTMicrosoft$672,5151,5960.6%Computer and TechnologyMETAMeta Platforms$600,1481,0250.5%Computer and TechnologyBNDWVanguard Total World Bond ETF$531,6777,7970.5%ETFPFEPfizer$526,62019,8500.4%MedicalXOMExxon Mobil$436,8014,0610.4%Oils/EnergyLEUCentrus Energy$432,9656,5000.4%Basic MaterialsAMZNAmazon.com$404,8441,8450.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$313,2696,5510.3%ETFDFUSDimensional U.S. Equity ETF$307,6584,8260.3%ETFBNDVanguard Total Bond Market ETF$292,1704,0630.2%ETFBIVVanguard Intermediate-Term Bond ETF$279,7143,7430.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$262,3852,0400.2%ETFVUGVanguard Growth ETF$238,0555800.2%ETFWEAVWeave Communications$214,92013,5000.2%Computer and TechnologyVTVVanguard Value ETF$206,2071,2180.2%ETFGTIMGood Times Restaurants$128,55549,6350.1%Retail/WholesaleIOVAIovance Biotherapeutics$116,55015,7500.1%MedicalDIBS1stdibs.Com$112,91531,8970.1%Retail/WholesaleMCHXMarchex$50,83829,0500.0%Computer and TechnologySOLUNA HOLDINGS INC$41,58019,8000.0%COM NEWAMRNAmarin$20,77442,8340.0%MedicalCURICuriosityStream$16,51910,7970.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
