StockDriftsStockDriftsTop 50 Arcadia Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 22.53% | 368.7K | $47.2M | +2.62%(+9.40K) | $98.73(+33.18%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 20.06% | 947.5K | $42.0M | -0.61%(-5.80K) | $34.49(+33.33%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.97% | 404.8K | $16.7M | +2.34%(+9.26K) | $31.75(+36.46%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.99% | 83.9K | $10.5M | +1.52%(+1.25K) | $96.04(+32.73%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.89% | 170.7K | $8.1M | +5.16%(+8.38K) | $47.61(-0.39%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.23% | 166.8K | $6.8M | +1.42%(+2.33K) | $27.92(+41.17%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.73% | 7.6K | $5.7M | +5.77%(+417) | $612.94(+26.82%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.71% | 134.6K | $5.7M | +2.46%(+3.24K) | $42.26(-1.38%) | 2026-06-30 | |
| DFAR | DIMENSIONAL ETF TRUST | 2.42% | 193.9K | $5.1M | +5.11%(+9.42K) | $24.23(+7.89%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.27% | 53.3K | $4.8M | +1.10%(+582) | $67.49(+39.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.01% |
Arcadia Wealth Management INC reports $209.56M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (22.5%), DFAC (20.1%) and DFAI (8.0%). The top 20 holdings account for 88.92% of reported assets. Its disclosed equity book has returned +28.74% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arcadia Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2059339). View Arcadia Wealth Management INC’s 13F filings on SEC