Arcadia Wealth Management, Inc. Top Holdings and 13F Report (2026) About Arcadia Wealth Management, Inc.Investment ActivityArcadia Wealth Management, Inc. has $184.79 million in total holdings as of March 31, 2026.Arcadia Wealth Management, Inc. owns shares of 55 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.88% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Arcadia Wealth Management, Inc. has purchased 56 new stocks and bought additional shares in 23 stocks.Arcadia Wealth Management, Inc. sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $39,943,491Dimensional U.S. Core Equity 2 ETF $37,043,889Dimensional International Core Equity Market ETF $15,411,897Avantis U.S. Small Cap Value ETF $9,127,964Dimensional Short-Duration Fixed Income ETF $7,770,110 Largest New Holdings this Quarter 88160R101 - Tesla $687,366 Holding032654105 - Analog Devices $553,515 Holding437076102 - Home Depot $470,839 Holding553498106 - MSA Safety Incorporporated $360,316 Holding22160K105 - Costco Wholesale $237,255 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 23,890 shares (about $2.66M)Dimensional Short-Duration Fixed Income ETF 23,836 shares (about $1.14M)Apple 3,654 shares (about $927.34K)iShares Core S&P 500 ETF 1,080 shares (about $705.47K)Tesla 1,849 shares (about $687.37K) Largest Sales this Quarter SPDR S&P Biotech ETF 1,910 shares (about $243.97K)iShares Biotechnology ETF 950 shares (about $160.41K)Universal Technical Institute 4,000 shares (about $144.40K)Technology Select Sector SPDR Fund 714 shares (about $94.89K)First Trust Low Duration Opportunities ETF 1,400 shares (about $69.73K) 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$39,943,491$2,656,088 â–²7.1%359,26921.6%ETFDFACDimensional U.S. Core Equity 2 ETF$37,043,889$477,201 â–²1.3%953,26520.0%ETFDFAIDimensional International Core Equity Market ETF$15,411,897$649,969 â–²4.4%395,5838.3%ETFAVUVAvantis U.S. Small Cap Value ETF$9,127,964$156,868 â–²1.7%82,6284.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,770,110$1,141,268 â–²17.2%162,2834.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,681,313$175,895 â–²3.2%164,4373.1%ETFDFCFDimensional Core Fixed Income ETF$5,547,398$659,812 â–²13.5%131,3933.0%ETFIVViShares Core S&P 500 ETF$4,722,065$705,468 â–²17.6%7,2292.6%ETFAVDEAvantis International Equity ETF$4,470,437$302,367 â–²7.3%52,6932.4%ETFDFARDimensional US Real Estate ETF$4,363,065$162,617 â–²3.9%184,4852.4%ETFAVIGAvantis Core Fixed Income ETF$3,901,866$493,580 â–²14.5%93,9302.1%ETFXBISPDR S&P Biotech ETF$3,520,535$243,967 â–¼-6.5%27,5621.9%ETFAVEMAvantis Emerging Markets Equity ETF$3,397,257$116,277 â–²3.5%42,1601.8%ETFAVDVAvantis International Small Cap Value ETF$3,240,839$174,255 â–²5.7%32,4541.8%ETFDUHPDimensional US High Profitability ETF$3,014,515$87,563 â–²3.0%82,0051.6%ETFAVSFAvantis Short-Term Fixed Income ETF$2,845,891$522,659 â–²22.5%60,8101.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,813,810$156,025 â–²5.9%71,3621.5%ETFAVREAvantis Real Estate ETF$2,807,959$163,139 â–²6.2%63,7881.5%ETFVTIVanguard Total Stock Market ETF$2,564,984$353,868 â–²16.0%7,9951.4%ETFIBBiShares Biotechnology ETF$2,328,273$160,408 â–¼-6.4%13,7891.3%FinanceQQQInvesco QQQ$2,098,953$2,886 â–¼-0.1%3,6371.1%FinanceAAPLApple$1,853,412$927,340 â–²100.1%7,3031.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,746,384$94,888 â–¼-5.2%13,1410.9%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,649,010$69,734 â–¼-4.1%33,1060.9%ManufacturingSPYSPDR S&P 500 ETF Trust$1,399,532$62,433 â–²4.7%2,1520.8%FinanceUTIUniversal Technical Institute$900,551$144,400 â–¼-13.8%24,9460.5%Consumer DiscretionaryLEUCentrus Energy$694,3600.0%4,0000.4%Basic MaterialsTSLATesla$687,366$687,366 â–²New Holding1,8490.4%Auto/Tires/TrucksXOMExxonMobil$682,977$170 â–²0.0%4,0260.4%EnergyPFEPfizer$647,047$3,005 â–¼-0.5%23,0430.4%MedicalMSFTMicrosoft$584,6940.0%1,5800.3%Computer and TechnologyMETAMeta Platforms$559,5430.0%9780.3%Computer and TechnologyADIAnalog Devices$553,515$553,515 â–²New Holding1,7400.3%Computer and TechnologyHDHome Depot$470,839$470,839 â–²New Holding1,4320.3%Retail/WholesaleAMZNAmazon.com$437,225$48,534 â–²12.5%2,0990.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$419,7880.0%6,5510.2%ETFAEYEAudioeye$403,5460.0%63,3510.2%Computer and TechnologyBNDWVanguard Total World Bond ETF$398,139$6,835 â–¼-1.7%5,8250.2%ETFADPAutomatic Data Processing$390,3330.0%1,9210.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$371,3670.0%5,0430.2%ETFMSAMSA Safety Incorporporated$360,316$360,316 â–²New Holding2,1980.2%IndustrialsDFUSDimensional U.S. Equity ETF$342,2120.0%4,8260.2%ETFBIVVanguard Intermediate-Term Bond ETF$288,8850.0%3,7430.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$285,999$4,558 â–¼-1.6%2,0080.2%ETFTMCITreace Medical Concepts$281,3620.0%209,9720.2%MedicalVUGVanguard Growth ETF$253,3380.0%5800.1%ETFCOSTCostco Wholesale$237,255$237,255 â–²New Holding2380.1%Retail/WholesaleVTVVanguard Value ETF$217,390$9,810 â–¼-4.3%1,1080.1%ETFNVDANVIDIA$208,307$8,723 â–²4.4%1,1940.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$204,353$204,353 â–²New Holding1,3970.1%CL AESGUiShares ESG Aware MSCI USA ETF$203,8390.0%1,4410.1%ManufacturingBSVVanguard Short-Term Bond ETF$202,6110.0%2,5840.1%ETFDIBS1stdibs.com$175,4340.0%31,8970.1%Retail/WholesaleIOVAIovance Biotherapeutics$41,0670.0%11,7000.0%MedicalSOLUNA HOLDINGS INC$17,1750.0%24,3000.0%COM NEWVGTVanguard Information Technology ETF$0$357,292 â–¼-100.0%00.0%ETFVVisa$0$212,180 â–¼-100.0%00.0%Business ServicesYNDXYandex$0$209,262 â–¼-100.0%00.0%Computer and TechnologyJOBYJoby Aviation$0$198,000 â–¼-100.0%00.0%TransportationWEAVWeave Communications$0$102,465 â–¼-100.0%00.0%Computer and TechnologyMCHXMarchex$0$48,223 â–¼-100.0%00.0%Computer and TechnologyCURICuriosityStream$0$41,029 â–¼-100.0%00.0%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. 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