Arcadia Wealth Management, Inc.
CIK: 0002059339SEC EDGAR →
Portfolio Value
$174.4B
Holdings
56
As of
Q4 2025
New Positions
56
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 335,379 | $37.5B | 21.50% |
| 2 | DIMENSIONAL ETF TRUST | 940,985 | $37.3B | 21.37% |
| 3 | DIMENSIONAL ETF TRUST | 378,900 | $14.4B | 8.28% |
| 4 | AMERICAN CENTY ETF TR | 81,208 | $8.3B | 4.75% |
| 5 | DIMENSIONAL ETF TRUST | 138,447 | $6.6B | 3.81% |
| 6 | DIMENSIONAL ETF TRUST | 159,346 | $5.3B | 3.02% |
| 7 | DIMENSIONAL ETF TRUST | 115,765 | $4.9B | 2.83% |
| 8 | ISHARES TR | 6,149 | $4.2B | 2.42% |
| 9 | DIMENSIONAL ETF TRUST | 177,609 | $4.1B | 2.33% |
| 10 | AMERICAN CENTY ETF TR | 49,129 | $4.0B | 2.32% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (56)
$37.5B · 335K shares
$37.3B · 941K shares
$14.4B · 379K shares
$8.3B · 81K shares
$6.6B · 138K shares
$5.3B · 159K shares
$4.9B · 116K shares
$4.2B · 6K shares
$4.1B · 178K shares
$4.0B · 49K shares
$3.6B · 29K shares
$3.4B · 82K shares
$3.1B · 41K shares
$3.0B · 80K shares
$2.9B · 31K shares
$2.6B · 60K shares
$2.6B · 67K shares
$2.5B · 15K shares
$2.3B · 50K shares
$2.3B · 7K shares
$2.2B · 4K shares
$2.0B · 14K shares
$1.7B · 35K shares
$1.4B · 2K shares
$992.0M · 4K shares
$971.0M · 4K shares
$763.0M · 2K shares
$756.0M · 29K shares
$645.0M · 978 shares
$632.0M · 63K shares
$576.0M · 23K shares
$514.0M · 210K shares
$494.0M · 2K shares
$484.0M · 4K shares
$430.0M · 2K shares
$409.0M · 7K shares
$407.0M · 6K shares
$373.0M · 5K shares
$357.0M · 5K shares
$357.0M · 474 shares
$303.0M · 2K shares
$291.0M · 4K shares
$282.0M · 580 shares
$221.0M · 1K shares
$214.0M · 1K shares
$213.0M · 1K shares
$212.0M · 605 shares
$209.0M · 3K shares
$203.0M · 3K shares
$198.0M · 15K shares
$191.0M · 32K shares
$102.0M · 14K shares
$48.0M · 29K shares
$41.0M · 11K shares
$31.0M · 12K shares
$28.0M · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $163.8B | 93.9% |
| Technology | 6 | $2.7B | 1.6% |
| Unknown | 1 | $2.2B | 1.3% |
| Energy | 2 | $1.5B | 0.8% |
| Healthcare | 3 | $1.1B | 0.6% |
| Communication Services | 4 | $943.0M | 0.5% |
| Consumer Defensive | 1 | $756.0M | 0.4% |
| Industrials | 2 | $692.0M | 0.4% |
| Consumer Cyclical | 2 | $621.0M | 0.4% |