CIK 2059339
Arcadia Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
56
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 56
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 335K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 941K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 379K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 81K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 138K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 159K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 116K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 178K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 49K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 29K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 82K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 41K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 80K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 60K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 67K | $1M+ | SH |
| IBB | ISHARES TR | 15K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 50K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 35K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $500K+ | SH |
| LEU | CENTRUS ENERGY CORP | 4K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| UTI | UNIVERSAL TECHNICAL INST INC | 29K | $500K+ | SH |
| META | META PLATFORMS INC | 978 | $500K+ | SH |
| AEYE | AUDIOEYE INC | 63K | $500K+ | SH |
| PFE | PFIZER INC | 23K | $500K+ | SH |
| TMCI | TREACE MED CONCEPTS INC | 210K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| BNDW | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 474 | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 580 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ESGU | ISHARES TR | 1K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 1K | $100K–$500K | SH |
| V | VISA INC | 605 | $100K–$500K | SH |
| NBIS | NEBIUS GROUP N.V. | 3K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 15K | $100K–$500K | SH |