The Analysis of Arcadia Wealth Management, Inc.'s Holdings
Currently, Arcadia Wealth Management, Inc. holds 59 types of securities in its portfolio with a total value $164.6M. In the most recent quarter, they have increased their positions in AVUS (+21.2K shares, valued at $2.3M), DFAI (+21.9K shares, valued at $795.0K), DFSD (+13.4K shares, valued at $644.9K); decreased their positions in AAPL (-3.4K shares, valued at $867.5K), LEU (-2.5K shares, valued at $775.2K), XBI (-894 shares, valued at $89.6K); initiated new positions in VGT (+474 shares, valued at $353.9K), JPM (+711 shares, valued at $224.1K), AVGO (+660 shares, valued at $217.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST938.8K shares0.00%2025-09-302025-11-04
AVUS AMERICAN CENTY ETF TR317.0K shares7.17%2025-09-302025-11-04 DFAI DIMENSIONAL ETF TRUST356.9K shares6.53%2025-09-302025-11-04 AVUV AMERICAN CENTY ETF TR78.6K shares4.70%2025-09-302025-11-04 DFSD DIMENSIONAL ETF TRUST113.4K shares13.38%2025-09-302025-11-04 DFEM DIMENSIONAL ETF TRUST149.8K shares5.95%2025-09-302025-11-04 DFCF DIMENSIONAL ETF TRUST100.4K shares8.87%2025-09-302025-11-04 DFAR DIMENSIONAL ETF TRUST165.3K shares4.49%2025-09-302025-11-04 IVV ISHARES TR5.5K shares11.07%2025-09-302025-11-04 AVDE AMERICAN CENTY ETF TR45.5K shares4.63%2025-09-302025-11-04 XBI SPDR SERIES TRUST30.5K shares-2.85%2025-09-302025-11-04 DUHP DIMENSIONAL ETF TRUST79.6K shares4.08%2025-09-302025-11-04 AVEM AMERICAN CENTY ETF TR38.9K shares5.45%2025-09-302025-11-04 AVIG AMERICAN CENTY ETF TR68.2K shares11.89%2025-09-302025-11-04 AVDV AMERICAN CENTY ETF TR30.1K shares0.63%2025-09-302025-11-04 AVRE AMERICAN CENTY ETF TR54.5K shares4.01%2025-09-302025-11-04 SDVY FIRST TR EXCHANGE-TRADED FD63.4K shares14.74%2025-09-302025-11-04 QQQ INVESCO QQQ TR3.8K shares-0.53%2025-09-302025-11-04 XLK SELECT SECTOR SPDR TR7.7K shares-3.82%2025-09-302025-11-04 IBB ISHARES TR14.9K shares-2.93%2025-09-302025-11-04 VTI VANGUARD INDEX FDS6.4K shares17.63%2025-09-302025-11-04 AVSF AMERICAN CENTY ETF TR41.3K shares26.13%2025-09-302025-11-04 LMBS FIRST TR EXCHANGE-TRADED FD35.1K shares2.50%2025-09-302025-11-04 TMCI TREACE MED CONCEPTS INC210.0K shares0.00%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR2.0K shares-3.53%2025-09-302025-11-04 LEU CENTRUS ENERGY CORP4.0K shares-38.46%2025-09-302025-11-04 AAPL APPLE INC3.7K shares-48.05%2025-09-302025-11-04 UTI UNIVERSAL TECHNICAL INST INC26.9K shares0.00%2025-09-302025-11-04 MSFT MICROSOFT CORP1.7K shares4.95%2025-09-302025-11-04 META META PLATFORMS INC980 shares-1.51%2025-09-302025-11-04 TSLA TESLA INC1.6K shares-7.46%2025-09-302025-11-04 AEYE AUDIOEYE INC47.4K shares0.00%2025-09-302025-11-04 PFE PFIZER INC23.1K shares0.00%2025-09-302025-11-04 ADP AUTOMATIC DATA PROCESSING IN1.9K shares-0.67%2025-09-302025-11-04 XOM EXXON MOBIL CORP4.1K shares0.00%2025-09-302025-11-04 BNDW VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2025-09-302025-11-04 BND VANGUARD BD INDEX FDS5.1K shares19.58%2025-09-302025-11-04 VGT VANGUARD WORLD FD474 sharesnew addition2025-09-302025-11-04 AMZN AMAZON COM INC1.6K shares-10.10%2025-09-302025-11-04 DFUS DIMENSIONAL ETF TRUST4.8K shares0.00%2025-09-302025-11-04 ITOT ISHARES TR2.0K shares0.00%2025-09-302025-11-04 BIV VANGUARD BD INDEX FDS3.7K shares0.00%2025-09-302025-11-04 VUG VANGUARD INDEX FDS580 shares0.00%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.711 sharesnew addition2025-09-302025-11-04 AVGO BROADCOM INC660 sharesnew addition2025-09-302025-11-04 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-04 NVDA NVIDIA CORPORATION1.1K sharesnew addition2025-09-302025-11-04 ESGU ISHARES TR1.4K sharesnew addition2025-09-302025-11-04 V VISA INC605 shares3.95%2025-09-302025-11-04 BSV VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-11-04 WEAV WEAVE COMMUNICATIONS INC13.5K shares0.00%2025-09-302025-11-04 DIBS 1STDIBS COM INC31.9K shares0.00%2025-09-302025-11-04 GTIM GOOD TIMES RESTAURANTS INC49.6K shares0.00%2025-09-302025-11-04 CURI CURIOSITYSTREAM INC10.8K shares0.00%2025-09-302025-11-04 MCHX MARCHEX INC29.1K shares0.00%2025-09-302025-11-04 SLNH SOLUNA HOLDINGS INC19.8K shares0.00%2025-09-302025-11-04 IOVA IOVANCE BIOTHERAPEUTICS INC15.8K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available