ARCADIA WEALTH MANAGEMENT, INC. 13F Portfolio
ARCADIA WEALTH MANAGEMENT, INC. runs ARCADIA WEALTH MANAGEMENT, INC. and currently holds 58 stock positions, which is fewer than the average of 231 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 #840 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%.
Portfolio Value
$209.56M
Alpha Score
24.8
#840 of 1000
Holdings
58
ARCADIA WEALTH MANAGEMENT, INC. Current 13F Holdings
Reported holdings from ARCADIA WEALTH MANAGEMENT, INC.'s latest SEC 13F filing, ranked by portfolio weight.
58 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AVUS AMERICAN CENTY ETF TR | 22.53% | $100.01 | $130.49 | +30.47% | Added +2.62% |
 DFAC DIMENSIONAL ETF TRUST | 20.06% | $34.66 | $45.31 | +30.71% | Trimmed -0.61% |
 DFAI DIMENSIONAL ETF TRUST | 7.97% | $31.33 | $41.35 | +31.98% | Added +2.34% |
 AVUV AMERICAN CENTY ETF TR | 4.99% | $96.37 | $119.63 | +24.14% | Added +1.52% |
 DFSD DIMENSIONAL ETF TRUST | 3.89% | $47.48 | $46.66 | -1.73% | Added +5.16% |
 DFEM DIMENSIONAL ETF TRUST | 3.23% | $27.55 | $40.01 | +45.23% | Added +1.42% |
 IVV ISHARES TR | 2.73% | $620.64 | $781.99 | +26.00% | Added +5.77% |
 DFCF DIMENSIONAL ETF TRUST | 2.71% | $41.75 | $40.28 | -3.52% | Added +2.46% |
DF DFAR DIMENSIONAL ETF TRUST | 2.42% | $23.46 | $24.47 | +4.31% | Added +5.11% |
 AVDE AMERICAN CENTY ETF TR | 2.27% | $65.96 | $89.80 | +36.14% | Added +1.10% |
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