Arcadia Wealth Management, Inc.

Est. AUM

$184.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$39.9M	359269	21.62%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$37.0M	953265	20.05%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.4M	395583	8.34%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$9.1M	82628	4.94%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.8M	162283	4.20%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$5.7M	164437	3.07%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$5.5M	131393	3.00%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$4.7M	7229	2.56%	SOLE
9	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.5M	52693	2.42%	SOLE
10	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.4M	184485	2.36%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$3.9M	93930	2.11%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.5M	27562	1.91%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.4M	42160	1.84%	SOLE
14	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.2M	32454	1.75%	SOLE
15	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$3.0M	82005	1.63%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$2.8M	60810	1.54%	SOLE
17	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$2.8M	71362	1.52%	SOLE
18	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$2.8M	63788	1.52%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	7995	1.39%	SOLE
20	ISHARES TR	ISHARES BIOTECH	$2.3M	13789	1.26%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$2.1M	3637	1.14%	SOLE
22	APPLE INC	COM	$1.9M	7303	1.00%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	13141	0.94%	SOLE
24	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.6M	33106	0.89%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2152	0.76%	SOLE
26	UNIVERSAL TECHNICAL INST INC	COM	$901K	24946	0.49%	SOLE
27	CENTRUS ENERGY CORP	CL A	$694K	4000	0.38%	SOLE
28	TESLA INC	COM	$687K	1849	0.37%	SOLE
29	EXXON MOBIL CORP	COM	$683K	4026	0.37%	SOLE
30	PFIZER INC	COM	$647K	23043	0.35%	SOLE
31	MICROSOFT CORP	COM	$585K	1580	0.32%	SOLE
32	META PLATFORMS INC	CL A	$560K	978	0.30%	SOLE
33	ANALOG DEVICES INC	COM	$554K	1740	0.30%	SOLE
34	HOME DEPOT INC	COM	$471K	1432	0.25%	SOLE
35	AMAZON COM INC	COM	$437K	2099	0.24%	SOLE
36	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$420K	6551	0.23%	SOLE
37	AUDIOEYE INC	COM NEW	$404K	63351	0.22%	SOLE
38	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$398K	5825	0.22%	SOLE
39	AUTOMATIC DATA PROCESSING IN	COM	$390K	1921	0.21%	SOLE
40	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$371K	5043	0.20%	SOLE
41	MSA SAFETY INC	COM	$360K	2198	0.19%	SOLE
42	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$342K	4826	0.19%	SOLE
43	VANGUARD BD INDEX FDS	INTERMED TERM	$289K	3743	0.16%	SOLE
44	ISHARES TR	CORE S&P TTL STK	$286K	2008	0.15%	SOLE
45	TREACE MED CONCEPTS INC	COM	$281K	209972	0.15%	SOLE
46	VANGUARD INDEX FDS	GROWTH ETF	$253K	580	0.14%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$237K	238	0.13%	SOLE
48	VANGUARD INDEX FDS	VALUE ETF	$217K	1108	0.12%	SOLE
49	NVIDIA CORPORATION	COM	$208K	1194	0.11%	SOLE
50	PALANTIR TECHNOLOGIES INC	CL A	$204K	1397	0.11%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.