Arcadia Wealth Management, Inc. Top Holdings and 13F Report (2025) About Arcadia Wealth Management, Inc.Investment ActivityArcadia Wealth Management, Inc. has $146.78 million in total holdings as of June 30, 2025.Arcadia Wealth Management, Inc. owns shares of 53 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.05% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Arcadia Wealth Management, Inc. has purchased 55 new stocks and bought additional shares in 21 stocks.Arcadia Wealth Management, Inc. sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $33,644,667Avantis U.S. Equity ETF $29,823,209Dimensional International Core Equity Market ETF $11,581,611Avantis U.S. Small Cap Value ETF $6,839,470Dimensional Short-Duration Fixed Income ETF $4,801,288 Largest Purchases this Quarter Avantis U.S. Equity ETF 29,391 shares (about $2.96M)Dimensional U.S. Core Equity 2 ETF 28,661 shares (about $1.03M)iShares Core S&P 500 ETF 1,134 shares (about $704.10K)Dimensional International Core Equity Market ETF 20,189 shares (about $697.93K)Dimensional Short-Duration Fixed Income ETF 11,490 shares (about $551.63K) Largest Sales this Quarter iShares Biotechnology ETF 315 shares (about $39.85K)SPDR S&P Biotech ETF 450 shares (about $37.32K)Automatic Data Processing 100 shares (about $30.84K)Universal Technical Institute 800 shares (about $27.11K)Technology Select Sector SPDR Fund 100 shares (about $25.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcadia Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$33,644,667$1,027,211 ▲3.1%938,74622.9%ETFAVUSAvantis U.S. Equity ETF$29,823,209$2,963,205 ▲11.0%295,80620.3%ETFDFAIDimensional International Core Equity Market ETF$11,581,611$697,934 ▲6.4%335,0197.9%ETFAVUVAvantis U.S. Small Cap Value ETF$6,839,470$415,504 ▲6.5%75,0774.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,801,288$551,635 ▲13.0%100,0063.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,195,904$242,308 ▲6.1%141,3712.9%ETFDFCFDimensional Core Fixed Income ETF$3,898,605$201,622 ▲5.5%92,2532.7%ETFDFARDimensional US Real Estate ETF$3,711,205$157,510 ▲4.4%158,1932.5%ETFAVDEAvantis International Equity ETF$3,219,452$123,301 ▲4.0%43,5002.2%ETFIVViShares Core S&P 500 ETF$3,084,641$704,103 ▲29.6%4,9682.1%ETFDUHPDimensional US High Profitability ETF$2,720,460$291,202 ▲12.0%76,5031.9%ETFXBISPDR S&P Biotech ETF$2,599,533$37,319 ▼-1.4%31,3461.8%ETFAVIGAvantis Core Fixed Income ETF$2,535,864$143,797 ▲6.0%60,9291.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,526,839$104,248 ▲4.3%36,8671.7%ETFAVDVAvantis International Small Cap Value ETF$2,375,340$58,827 ▲2.5%29,9611.6%ETFAVREAvantis Real Estate ETF$2,315,187$73,085 ▲3.3%52,4271.6%ETFQQQInvesco QQQ$2,095,496$222,291 ▲11.9%3,7991.4%FinanceXLKTechnology Select Sector SPDR Fund$2,022,191$25,322 ▼-1.2%7,9861.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,949,193$487,078 ▲33.3%55,2491.3%ETFIBBiShares Biotechnology ETF$1,944,079$39,851 ▼-2.0%15,3671.3%FinanceLMBSFirst Trust Low Duration Opportunities ETF$1,685,2340.0%34,2111.1%ManufacturingVTIVanguard Total Stock Market ETF$1,658,378$193,011 ▲13.2%5,4561.1%ETFAVSFAvantis Short-Term Fixed Income ETF$1,538,413$148,146 ▲10.7%32,7111.0%ETFAAPLApple$1,454,8470.0%7,0911.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,312,313$71,053 ▲5.7%2,1240.9%FinanceTMCITreace Medical Concepts$1,234,6350.0%209,9720.8%MedicalLEUCentrus Energy$1,190,6700.0%6,5000.8%Basic MaterialsUTIUniversal Technical Institute$913,200$27,112 ▼-2.9%26,9460.6%Consumer DiscretionaryMSFTMicrosoft$793,6320.0%1,5960.5%Computer and TechnologyMETAMeta Platforms$734,4000.0%9950.5%Computer and TechnologyADPAutomatic Data Processing$596,370$30,836 ▼-4.9%1,9340.4%Computer and TechnologyPFEPfizer$561,1560.0%23,1500.4%MedicalAEYEAudioeye$551,6390.0%47,3510.4%Computer and TechnologyTSLATesla$540,657$3,177 ▲0.6%1,7020.4%Auto/Tires/TrucksXOMExxon Mobil$437,7780.0%4,0610.3%EnergyBNDWVanguard Total World Bond ETF$410,780$11,786 ▼-2.8%5,9250.3%ETFAMZNAmazon.com$393,2160.0%1,7920.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$373,4730.0%6,5510.3%ETFDFUSDimensional U.S. Equity ETF$323,4390.0%4,8260.2%ETFBNDVanguard Total Bond Market ETF$311,3080.0%4,2280.2%ETFBIVVanguard Intermediate-Term Bond ETF$289,4830.0%3,7430.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$275,4820.0%2,0400.2%ETFVUGVanguard Growth ETF$254,2720.0%5800.2%ETFVVisa$206,6390.0%5820.1%Business ServicesVTVVanguard Value ETF$204,665$10,604 ▼-4.9%1,1580.1%ETFBSVVanguard Short-Term Bond ETF$203,3610.0%2,5840.1%ETFWEAVWeave Communications$112,3200.0%13,5000.1%Computer and TechnologyGTIMGood Times Restaurants$88,8470.0%49,6350.1%Retail/WholesaleDIBS1stdibs.com$87,7170.0%31,8970.1%Retail/WholesaleMCHXMarchex$62,7480.0%29,0500.0%Computer and TechnologyCURICuriosityStream$60,7870.0%10,7970.0%Consumer DiscretionaryIOVAIovance Biotherapeutics$27,0900.0%15,7500.0%MedicalSOLUNA HOLDINGS INC$11,4050.0%19,8000.0%COM NEWJOBYJoby Aviation$0$78,260 ▼-100.0%00.0%TransportationAMRNAmarin$0$19,194 ▼-100.0%00.0%MedicalShowing 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. 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