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The Analysis of Arcadia Wealth Management, Inc.'s Holdings & P&L

Currently, Arcadia Wealth Management, Inc. holds 55 types of securities in its portfolio with a total value $184.8M. In the most recent quarter, they have increased their positions in AVUS (+23.9K shares, valued at $2.7M), DFSD (+23.8K shares, valued at $1.1M), AAPL (+3.7K shares, valued at $927.3K); decreased their positions in XBI (-1.9K shares, valued at $244.0K), IBB (-950 shares, valued at $160.4K), UTI (-4.0K shares, valued at $144.4K); initiated new positions in TSLA (+1.8K shares, valued at $687.4K), ADI (+1.7K shares, valued at $553.5K), HD (+1.4K shares, valued at $470.8K).

1M P&L

+5.8M+3.15%

3M P&L

+4.4M+2.36%

HY P&L

+17.1M+9.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A163.6M

95.1%

2Software - Application1.1M

0.7%

3Consumer Electronics992.0K

0.6%

Top Industries by Stock Count

1N/A34 stocks

63.0%

2Software - Application2 stocks

3.7%

3Internet Retail2 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR359.3K shares7.12%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST953.3K shares1.31%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST395.6K shares4.40%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR82.6K shares1.75%2026-03-312026-05-14

DFSD DIMENSIONAL ETF TRUST162.3K shares17.22%2026-03-312026-05-14

DFEM DIMENSIONAL ETF TRUST164.4K shares3.19%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST131.4K shares13.50%2026-03-312026-05-14

IVV ISHARES TR7.2K shares17.56%2026-03-312026-05-14

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AVDE AMERICAN CENTY ETF TR52.7K shares7.25%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST184.5K shares3.87%2026-03-312026-05-14

AVIG AMERICAN CENTY ETF TR93.9K shares14.48%2026-03-312026-05-14

XBI SPDR SERIES TRUST27.6K shares-6.48%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR42.2K shares3.54%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR32.5K shares5.68%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST82.0K shares2.99%2026-03-312026-05-14

AVSF AMERICAN CENTY ETF TR60.8K shares22.50%2026-03-312026-05-14

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SDVY FIRST TR EXCHANGE TRADED FD71.4K shares5.87%2026-03-312026-05-14

AVRE AMERICAN CENTY ETF TR63.8K shares6.17%2026-03-312026-05-14

VTI VANGUARD INDEX FDS8.0K shares16.00%2026-03-312026-05-14

IBB ISHARES TR13.8K shares-6.45%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR3.6K shares-0.14%2026-03-312026-05-14

AAPL APPLE INC7.3K shares100.14%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR13.1K shares-5.15%2026-03-312026-05-14

LMBS FIRST TR EXCHANGE-TRADED FD33.1K shares-4.06%2026-03-312026-05-14

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SPY STATE STR SPDR S&P 500 ETF T2.2K shares4.67%2026-03-312026-05-14

UTI UNIVERSAL TECHNICAL INST INC24.9K shares-13.82%2026-03-312026-05-14

LEU CENTRUS ENERGY CORP4.0K shares0.00%2026-03-312026-05-14

TSLA TESLA INC1.8K sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL CORP4.0K shares0.02%2026-03-312026-05-14

PFE PFIZER INC23.0K shares-0.46%2026-03-312026-05-14

MSFT MICROSOFT CORP1.6K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC978 shares0.00%2026-03-312026-05-14

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ADI ANALOG DEVICES INC1.7K sharesnew addition2026-03-312026-05-14

HD HOME DEPOT INC1.4K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC2.1K shares12.49%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2026-03-312026-05-14

AEYE AUDIOEYE INC63.4K shares0.00%2026-03-312026-05-14

BNDW VANGUARD SCOTTSDALE FDS5.8K shares-1.69%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.00%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS5.0K shares0.00%2026-03-312026-05-14

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MSA MSA SAFETY INC2.2K sharesnew addition2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS3.7K shares0.00%2026-03-312026-05-14

ITOT ISHARES TR2.0K shares-1.57%2026-03-312026-05-14

TMCI TREACE MED CONCEPTS INC210.0K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS580 shares0.00%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION238 sharesnew addition2026-03-312026-05-14

VTV VANGUARD INDEX FDS1.1K shares-4.32%2026-03-312026-05-14

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NVDA NVIDIA CORPORATION1.2K shares4.37%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-14

ESGU ISHARES TR1.4K shares0.00%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS2.6K shares0.00%2026-03-312026-05-14

DIBS 1STDIBS COM INC31.9K shares0.00%2026-03-312026-05-14

IOVA IOVANCE BIOTHERAPEUTICS INC11.7K shares0.00%2026-03-312026-05-14

SOLUNA HOLDINGS INC SOLUNA HOLDINGS INC24.3K shares0.00%2026-03-312026-05-14

AVUS

AMERICAN CENTY ETF TR

7.12%

Shares359.3K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

1.31%

Shares953.3K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

4.40%

Shares395.6K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

1.75%

Shares82.6K

Event2026-03-31

Filed2026-05-14

DFSD

DIMENSIONAL ETF TRUST

17.22%

Shares162.3K

Event2026-03-31

Filed2026-05-14

DFEM

DIMENSIONAL ETF TRUST

3.19%

Shares164.4K

Event2026-03-31

Filed2026-05-14

DFCF

DIMENSIONAL ETF TRUST

13.50%

Shares131.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

17.56%

Shares7.2K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

7.25%

Shares52.7K

Event2026-03-31

Filed2026-05-14

DFAR

DIMENSIONAL ETF TRUST

3.87%

Shares184.5K

Event2026-03-31

Filed2026-05-14

AVIG

AMERICAN CENTY ETF TR

14.48%

Shares93.9K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

-6.48%

Shares27.6K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

3.54%

Shares42.2K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

5.68%

Shares32.5K

Event2026-03-31

Filed2026-05-14

DUHP

DIMENSIONAL ETF TRUST

2.99%

Shares82.0K

Event2026-03-31

Filed2026-05-14

AVSF

AMERICAN CENTY ETF TR

22.50%

Shares60.8K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD

5.87%

Shares71.4K

Event2026-03-31

Filed2026-05-14

AVRE

AMERICAN CENTY ETF TR

6.17%

Shares63.8K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

16.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

-6.45%

Shares13.8K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-0.14%

Shares3.6K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

100.14%

Shares7.3K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-5.15%

Shares13.1K

Event2026-03-31

Filed2026-05-14

LMBS

FIRST TR EXCHANGE-TRADED FD

-4.06%

Shares33.1K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

4.67%

Shares2.2K

Event2026-03-31

Filed2026-05-14

UTI

UNIVERSAL TECHNICAL INST INC

-13.82%

Shares24.9K

Event2026-03-31

Filed2026-05-14

LEU

CENTRUS ENERGY CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.02%

Shares4.0K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-0.46%

Shares23.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14