Arcadia Wealth Management, Inc.
CIK: 0002059339SEC EDGAR →
Portfolio Value
$174.4M
Holdings
56
As of
Q4 2025
New Positions
56
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 335,379 | $37.5M | 21.50% |
| 2 | DIMENSIONAL ETF TRUST | 940,985 | $37.3M | 21.37% |
| 3 | DIMENSIONAL ETF TRUST | 378,900 | $14.4M | 8.28% |
| 4 | AMERICAN CENTY ETF TR | 81,208 | $8.3M | 4.75% |
| 5 | DIMENSIONAL ETF TRUST | 138,447 | $6.6M | 3.81% |
| 6 | DIMENSIONAL ETF TRUST | 159,346 | $5.3M | 3.02% |
| 7 | DIMENSIONAL ETF TRUST | 115,765 | $4.9M | 2.83% |
| 8 | ISHARES TR | 6,149 | $4.2M | 2.42% |
| 9 | DIMENSIONAL ETF TRUST | 177,609 | $4.1M | 2.33% |
| 10 | AMERICAN CENTY ETF TR | 49,129 | $4.0M | 2.32% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (56)
$37.5M · 335K shares
$37.3M · 941K shares
$14.4M · 379K shares
$8.3M · 81K shares
$6.6M · 138K shares
$5.3M · 159K shares
$4.9M · 116K shares
$4.2M · 6K shares
$4.1M · 178K shares
$4.0M · 49K shares
$3.6M · 29K shares
$3.4M · 82K shares
$3.1M · 41K shares
$3.0M · 80K shares
$2.9M · 31K shares
$2.6M · 60K shares
$2.6M · 67K shares
$2.5M · 15K shares
$2.3M · 50K shares
$2.3M · 7K shares
$2.2M · 4K shares
$2.0M · 14K shares
$1.7M · 35K shares
$1.4M · 2K shares
$992K · 4K shares
$971K · 4K shares
$763K · 2K shares
$756K · 29K shares
$645K · 978 shares
$632K · 63K shares
$576K · 23K shares
$514K · 210K shares
$494K · 2K shares
$484K · 4K shares
$430K · 2K shares
$409K · 7K shares
$407K · 6K shares
$373K · 5K shares
$357K · 5K shares
$357K · 474 shares
$303K · 2K shares
$291K · 4K shares
$282K · 580 shares
$221K · 1K shares
$214K · 1K shares
$213K · 1K shares
$212K · 605 shares
$209K · 3K shares
$203K · 3K shares
$198K · 15K shares
$191K · 32K shares
$102K · 14K shares
$48K · 29K shares
$41K · 11K shares
$31K · 12K shares
$28K · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $163.8M | 93.9% |
| Technology | 6 | $2.7M | 1.6% |
| Unknown | 1 | $2.2M | 1.3% |
| Energy | 2 | $1.5M | 0.8% |
| Healthcare | 3 | $1.1M | 0.6% |
| Communication Services | 4 | $943K | 0.5% |
| Consumer Defensive | 1 | $756K | 0.4% |
| Industrials | 2 | $692K | 0.4% |
| Consumer Cyclical | 2 | $621K | 0.4% |