Arcadia Wealth Management, Inc. Top Holdings and 13F Report (2026) About Arcadia Wealth Management, Inc.Investment ActivityArcadia Wealth Management, Inc. has $209.56 million in total holdings as of June 30, 2026.Arcadia Wealth Management, Inc. owns shares of 58 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, Arcadia Wealth Management, Inc. has purchased 55 new stocks and bought additional shares in 23 stocks.Arcadia Wealth Management, Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $47,218,885Dimensional U.S. Core Equity 2 ETF $42,029,338Dimensional International Core Equity Market ETF $16,699,925Avantis U.S. Small Cap Value ETF $10,465,051Dimensional Short-Duration Fixed Income ETF $8,148,967 Largest New Holdings this Quarter 464287523 - iShares Semiconductor ETF $297,953 HoldingN97284108 - Yandex $276,170 Holding36828A101 - GE VERNOVA INC $240,846 Holding11135F101 - Broadcom $211,540 Holding007903107 - Advanced Micro Devices $209,709 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 9,398 shares (about $1.20M)Dimensional Short-Duration Fixed Income ETF 8,376 shares (about $399.95K)Dimensional International Core Equity Market ETF 9,264 shares (about $382.14K)iShares Core S&P 500 ETF 417 shares (about $312.29K)iShares Semiconductor ETF 465 shares (about $297.95K) Largest Sales this Quarter SPDR S&P Biotech ETF 2,327 shares (about $368.25K)Dimensional U.S. Core Equity 2 ETF 5,805 shares (about $257.51K)iShares Biotechnology ETF 875 shares (about $166.42K)Avantis Real Estate ETF 2,410 shares (about $114.19K)Vanguard Total World Bond ETF 1,659 shares (about $113.69K) 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 PortfolioSectorAVUSAvantis U.S. Equity ETF$47,218,885$1,203,696 â–²2.6%368,66722.5%ETFDFACDimensional U.S. Core Equity 2 ETF$42,029,338$257,510 â–¼-0.6%947,46020.1%ETFDFAIDimensional International Core Equity Market ETF$16,699,925$382,140 â–²2.3%404,8478.0%ETFAVUVAvantis U.S. Small Cap Value ETF$10,465,051$156,325 â–²1.5%83,8815.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,148,967$399,954 â–²5.2%170,6593.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,777,605$94,894 â–²1.4%166,7723.2%ETFIVViShares Core S&P 500 ETF$5,726,059$312,290 â–²5.8%7,6462.7%ETFDFCFDimensional Core Fixed Income ETF$5,682,760$136,676 â–²2.5%134,6312.7%ETFDFARDimensional US Real Estate ETF$5,072,648$246,531 â–²5.1%193,9092.4%ETFAVDEAvantis International Equity ETF$4,752,122$51,914 â–²1.1%53,2752.3%ETFAVIGAvantis Core Fixed Income ETF$4,097,340$207,712 â–²5.3%98,9462.0%ETFXBISPDR S&P Biotech ETF$3,993,499$368,253 â–¼-8.4%25,2351.9%ETFAVEMAvantis Emerging Markets Equity ETF$3,984,188$83,850 â–¼-2.1%41,2911.9%ETFDUHPDimensional US High Profitability ETF$3,556,505$134,453 â–²3.9%85,2271.7%ETFAVDVAvantis International Small Cap Value ETF$3,389,435$45,033 â–²1.3%32,8911.6%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,150,067$71,526 â–²2.3%73,0201.5%ETFAVSFAvantis Short-Term Fixed Income ETF$3,042,569$210,767 â–²7.4%65,3361.5%ETFVTIVanguard Total Stock Market ETF$2,995,977$37,376 â–²1.3%8,0961.4%ETFAVREAvantis Real Estate ETF$2,908,097$114,186 â–¼-3.8%61,3781.4%ETFQQQInvesco QQQ$2,632,310$45,651 â–¼-1.7%3,5751.3%ETFXLKTechnology Select Sector SPDR Fund$2,488,304$15,241 â–¼-0.6%13,0611.2%ETFIBBiShares Biotechnology ETF$2,456,114$166,416 â–¼-6.3%12,9141.2%ETFAAPLApple$2,138,641$25,463 â–²1.2%7,3911.0%TechnologyLMBSFirst Trust Low Duration Opportunities ETF$1,635,572$12,445 â–¼-0.8%32,8560.8%ETFSPYSPDR S&P 500 ETF Trust$1,562,243$44,806 â–¼-2.8%2,0920.7%ETFUTIUniversal Technical Institute$1,066,9400.0%24,9460.5%Consumer DiscretionaryTMCITreace Medical Concepts$835,6890.0%209,9720.4%HealthcareTSLATesla$777,6890.0%1,8490.4%Consumer DiscretionaryADIAnalog Devices$691,0150.0%1,7400.3%TechnologyLEUCentrus Energy$671,4800.0%4,0000.3%EnergyMSFTMicrosoft$589,1960.0%1,5800.3%TechnologyMETAMeta Platforms$570,613$19,715 â–²3.6%1,0130.3%Communication ServicesAMZNAmazon.com$535,625$35,279 â–²7.1%2,2470.3%Consumer DiscretionaryPFEPfizer$530,795$24,080 â–¼-4.3%22,0430.3%HealthcareHDHome Depot$504,8970.0%1,4320.2%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$479,014$12,255 â–²2.6%6,7230.2%ETFADPAutomatic Data Processing$430,2340.0%1,9210.2%IndustrialsMSAMSA Safety Incorporporated$383,6770.0%2,1980.2%IndustrialsBNDVanguard Total Bond Market ETF$380,117$9,910 â–²2.7%5,1780.2%ETFAEYEAudioeye$368,0690.0%63,3510.2%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$329,8540.0%2,0080.2%ETFVUGVanguard Growth ETF$299,767$249,806 â–²500.0%3,4800.1%ETFSOXXiShares Semiconductor ETF$297,953$297,953 â–²New Holding4650.1%ETFDFUSDimensional U.S. Equity ETF$294,738$100,704 â–¼-25.5%3,5970.1%ETFBIVVanguard Intermediate-Term Bond ETF$287,0880.0%3,7430.1%ETFBNDWVanguard Total World Bond ETF$285,496$113,691 â–¼-28.5%4,1660.1%ETFYNDXYandex$276,170$276,170 â–²New Holding1,0000.1%TechnologyNVDANVIDIA$258,404$19,415 â–²8.1%1,2910.1%TechnologyVTVVanguard Value ETF$243,428$1,961 â–²0.8%1,1170.1%ETFGE VERNOVA INC$240,846$240,846 â–²New Holding2050.1%COMESGUiShares ESG Aware MSCI USA ETF$235,9090.0%1,4410.1%ETFCOSTCostco Wholesale$222,7400.0%2380.1%Consumer StaplesAVGOBroadcom$211,540$211,540 â–²New Holding5600.1%TechnologyAMDAdvanced Micro Devices$209,709$209,709 â–²New Holding3610.1%TechnologyVVisa$207,569$207,569 â–²New Holding6050.1%FinanceDIBS1stdibs.com$156,2950.0%31,8970.1%Consumer DiscretionaryIOVAIovance Biotherapeutics$48,6720.0%11,7000.0%HealthcareSOLUNA HOLDINGS INC$32,8050.0%24,3000.0%COM NEWXOMExxonMobil$0$682,977 â–¼-100.0%00.0%EnergyPALANTIR TECHNOLOGIES INC$0$204,353 â–¼-100.0%00.0%CL ABSVVanguard Short-Term Bond ETF$0$202,611 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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