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Arcadia Wealth Management, Inc.

Portfolio Manager
Arcadia Wealth Management, Inc.
Performance
+0.47% (2026 Q1)
AUM (13F)
$184.79M
# of Holdings
55
Performance Rank
Allocation (Top 20)
89.03%

Arcadia Wealth Management, Inc. Holdings Map

Top 50 Arcadia Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
21.62%359.3K$39.9M
+7.12%(+23.89K)
2025-Q1: 266.4K shares2025-Q2: 295.8K shares2025-Q3: 317.0K shares2025-Q4: 335.4K shares2026-Q1: 359.3K shares
$98.22(+28.17%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
20.05%953.3K$37.0M
+1.31%(+12.28K)
2025-Q1: 910.1K shares2025-Q2: 938.7K shares2025-Q3: 938.8K shares2025-Q4: 941.0K shares2026-Q1: 953.3K shares
$34.49(+26.08%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
8.34%395.6K$15.4M
+4.40%(+16.68K)
2025-Q1: 314.8K shares2025-Q2: 335.0K shares2025-Q3: 356.9K shares2025-Q4: 378.9K shares2026-Q1: 395.6K shares
$31.57(+31.50%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
4.94%82.6K$9.1M
+1.75%(+1.42K)
2025-Q1: 70.5K shares2025-Q2: 75.1K shares2025-Q3: 78.6K shares2025-Q4: 81.2K shares2026-Q1: 82.6K shares
$95.73(+24.07%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
4.2%162.3K$7.8M
+17.22%(+23.84K)
2025-Q1: 88.5K shares2025-Q2: 100.0K shares2025-Q3: 113.4K shares2025-Q4: 138.4K shares2026-Q1: 162.3K shares
$47.60(+0.57%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
3.07%164.4K$5.7M
+3.19%(+5.09K)
2025-Q1: 133.2K shares2025-Q2: 141.4K shares2025-Q3: 149.8K shares2025-Q4: 159.3K shares2026-Q1: 164.4K shares
$27.79(+45.71%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
3%131.4K$5.5M
+13.50%(+15.63K)
2025-Q1: 87.5K shares2025-Q2: 92.3K shares2025-Q3: 100.4K shares2025-Q4: 115.8K shares2026-Q1: 131.4K shares
$42.26(-0.14%)
2026-03-31
IVV
ISHARES TR
2.56%7.2K$4.7M
+17.56%(+1.08K)
2025-Q1: 3.8K shares2025-Q2: 5.0K shares2025-Q3: 5.5K shares2025-Q4: 6.1K shares2026-Q1: 7.2K shares
$608.39(+23.53%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
2.42%52.7K$4.5M
+7.25%(+3.56K)
2025-Q1: 41.8K shares2025-Q2: 43.5K shares2025-Q3: 45.5K shares2025-Q4: 49.1K shares2026-Q1: 52.7K shares
$67.28(+35.40%)
2026-03-31
DFAR
DIMENSIONAL ETF TRUST
2.36%184.5K$4.4M
+3.87%(+6.88K)
2025-Q1: 151.5K shares2025-Q2: 158.2K shares2025-Q3: 165.3K shares2025-Q4: 177.6K shares2026-Q1: 184.5K shares
$24.21(+6.29%)
2026-03-31

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