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ARCADIA WEALTH MANAGEMENT, INC.
ARCADIA WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
ARCADIA WEALTH MANAGEMENT, INC. runs ARCADIA WEALTH MANAGEMENT, INC. and currently holds 58 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $209.56M. Their top holdings are AVUS, DFAC, DFAI, AVUV, DFSD. The top five represent 59.4% of reported portfolio weight. ARCADIA WEALTH MANAGEMENT, INC. ranks #836 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARCADIA WEALTH MANAGEMENT, INC. initiated 4 new positions. They added to 25 existing positions. They trimmed 12 positions. Their current best-performing preview position is XLK with returns of +43.36%.
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58 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 22.53% | $100.01 | $130.54 | +30.53% | Added +2.62% |
 DFAC DIMENSIONAL ETF TRUST | 20.06% | $34.66 | $45.61 | +31.59% | Trimmed -0.61% |
 DFAI DIMENSIONAL ETF TRUST | 7.97% | $31.33 | $43.33 | +38.30% | Added +2.34% |
 AVUV AMERICAN CENTY ETF TR | 4.99% | $96.37 | $126.43 | +31.19% | Added +1.52% |
 DFSD DIMENSIONAL ETF TRUST | 3.89% | $47.48 | $47.31 | -0.36% | Added +5.16% |
 DFEM DIMENSIONAL ETF TRUST | 3.23% | $27.55 | $39.90 | +44.83% | Added +1.42% |
 IVV ISHARES TR | 2.73% | $620.64 | $769.30 | +23.95% | Added +5.77% |
 DFCF DIMENSIONAL ETF TRUST | 2.71% | $41.75 | $41.48 | -0.65% | Added +2.46% |
DF DFAR DIMENSIONAL ETF TRUST | 2.42% | $23.46 | $26.48 | +12.87% | Added +5.11% |
 AVDE AMERICAN CENTY ETF TR | 2.27% | $65.96 | $94.24 | +42.87% | Added +1.10% |
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