Arcadia Wealth Management, Inc. Top Holdings and 13F Report (2025) About Arcadia Wealth Management, Inc.Investment ActivityArcadia Wealth Management, Inc. has $128.24 million in total holdings as of March 31, 2025.Arcadia Wealth Management, Inc. owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 11.45% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Arcadia Wealth Management, Inc. has purchased 50 new stocks and bought additional shares in 23 stocks.Arcadia Wealth Management, Inc. sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $30,023,714Avantis U.S. Equity ETF $24,611,417Dimensional International Core Equity Market ETF $9,832,134Avantis U.S. Small Cap Value ETF $6,146,903Dimensional Short-Duration Fixed Income ETF $4,206,280 Largest New Holdings this Quarter 89455T109 - Treace Medical Concepts $1,761,665 Holding053015103 - Automatic Data Processing $621,374 Holding92826C839 - Visa $203,968 Holding921937827 - Vanguard Short-Term Bond ETF $202,276 HoldingG65163100 - Joby Aviation $78,260 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 29,452 shares (about $2.72M)Dimensional International Core Equity Market ETF 61,683 shares (about $1.93M)Treace Medical Concepts 209,972 shares (about $1.76M)Dimensional Short-Duration Fixed Income ETF 21,826 shares (about $1.04M)Dimensional Emerging Markets Core Equity 2 ETF 27,188 shares (about $719.39K) Largest Sales this Quarter Vanguard Total World Bond ETF 1,702 shares (about $117.11K)SPDR S&P Biotech ETF 905 shares (about $73.40K)Apple 114 shares (about $25.32K)iShares Biotechnology ETF 184 shares (about $23.53K)Meta Platforms 30 shares (about $17.29K) 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$30,023,714$707,141 ▲2.4%910,08523.4%ETFAVUSAvantis U.S. Equity ETF$24,611,417$2,720,776 ▲12.4%266,41519.2%ETFDFAIDimensional International Core Equity Market ETF$9,832,134$1,926,359 ▲24.4%314,8307.7%ETFAVUVAvantis U.S. Small Cap Value ETF$6,146,903$640,615 ▲11.6%70,5164.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,206,280$1,037,171 ▲32.7%88,5163.3%ETFDFCFDimensional Core Fixed Income ETF$3,679,473$528,103 ▲16.8%87,4822.9%ETFDFARDimensional US Real Estate ETF$3,600,662$303,020 ▲9.2%151,4792.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,524,651$719,393 ▲25.6%133,2072.7%ETFAVDEAvantis International Equity ETF$2,772,308$166,932 ▲6.4%41,8342.2%ETFXBISPDR S&P Biotech ETF$2,578,664$73,396 ▼-2.8%31,7962.0%ETFAVIGAvantis Core Fixed Income ETF$2,378,833$243,744 ▲11.4%57,4741.9%ETFDUHPDimensional US High Profitability ETF$2,263,923$340,347 ▲17.7%68,3141.8%ETFAVREAvantis Real Estate ETF$2,183,699$88,084 ▲4.2%50,7721.7%ETFIVViShares Core S&P 500 ETF$2,154,325$707,432 ▲48.9%3,8341.7%ETFAVEMAvantis Emerging Markets Equity ETF$2,126,788$147,418 ▲7.4%35,3461.7%ETFAVDVAvantis International Small Cap Value ETF$2,037,723$158,030 ▲8.4%29,2191.6%ETFIBBiShares Biotechnology ETF$2,005,728$23,534 ▼-1.2%15,6821.6%FinanceTMCITreace Medical Concepts$1,761,665$1,761,665 ▲New Holding209,9721.4%MedicalLMBSFirst Trust Low Duration Opportunities ETF$1,681,813$102,646 ▲6.5%34,2111.3%ManufacturingXLKTechnology Select Sector SPDR Fund$1,669,5130.0%8,0861.3%ETFQQQInvesco QQQ$1,592,627$227,451 ▲16.7%3,3961.2%FinanceAAPLApple$1,575,110$25,323 ▼-1.6%7,0911.2%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,388,337$414,695 ▲42.6%41,4431.1%ETFAVSFAvantis Short-Term Fixed Income ETF$1,381,681$224,539 ▲19.4%29,5611.1%ETFVTIVanguard Total Stock Market ETF$1,325,127$97,852 ▲8.0%4,8211.0%ETFSPYSPDR S&P 500 ETF Trust$1,123,815$216,484 ▲23.9%2,0090.9%FinanceUTIUniversal Technical Institute$712,5170.0%27,7460.6%Consumer DiscretionaryADPAutomatic Data Processing$621,374$621,374 ▲New Holding2,0340.5%Business ServicesMSFTMicrosoft$598,9460.0%1,5960.5%Computer and TechnologyPFEPfizer$586,621$83,622 ▲16.6%23,1500.5%MedicalMETAMeta Platforms$573,478$17,291 ▼-2.9%9950.4%Computer and TechnologyAEYEAudioEye$525,5960.0%47,3510.4%Computer and TechnologyXOMExxon Mobil$482,9530.0%4,0610.4%EnergyTSLATesla$438,4990.0%1,6920.3%Auto/Tires/TrucksBNDWVanguard Total World Bond ETF$419,397$117,115 ▼-21.8%6,0950.3%ETFLEUCentrus Energy$404,3650.0%6,5000.3%Basic MaterialsAMZNAmazon.com$341,006$10,086 ▼-2.9%1,7920.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$332,9870.0%6,5510.3%ETFBNDVanguard Total Bond Market ETF$310,547$12,119 ▲4.1%4,2280.2%ETFDFUSDimensional U.S. Equity ETF$291,8760.0%4,8260.2%ETFBIVVanguard Intermediate-Term Bond ETF$286,6010.0%3,7430.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$248,9000.0%2,0400.2%ETFVUGVanguard Growth ETF$215,0760.0%5800.2%ETFVTVVanguard Value ETF$210,3970.0%1,2180.2%ETFVVisa$203,968$203,968 ▲New Holding5820.2%Business ServicesBSVVanguard Short-Term Bond ETF$202,276$202,276 ▲New Holding2,5840.2%ETFWEAVWeave Communications$149,7150.0%13,5000.1%Computer and TechnologyGTIMGood Times Restaurants$122,1020.0%49,6350.1%Retail/WholesaleDIBS1stdibs.Com$96,9670.0%31,8970.1%Retail/WholesaleJOBYJoby Aviation$78,260$78,260 ▲New Holding13,0000.1%TransportationIOVAIovance Biotherapeutics$52,4480.0%15,7500.0%MedicalMCHXMarchex$47,3520.0%29,0500.0%Computer and TechnologyCURICuriosityStream$28,9360.0%10,7970.0%Consumer DiscretionaryAMRNAmarin$19,1940.0%42,8340.0%MedicalSOLUNA HOLDINGS INC$12,6320.0%19,8000.0%COM NEWShowing 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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