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CIK: 0002059339
Total reported value
$209.6M
$209.6M
50 檔
33.6%
According to the latest 13F quarterly dataset, Arcadia Wealth Management, Inc. managed an equity portfolio of $209.6M at the end of Q4 2024, spanning 50 distinct U.S. exchange-listed positions.
During Q4 2024, Arcadia Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 26.12% | +0.01% | — | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 19.52% | +0.91% | — | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 6.28% | -0.37% | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.18% | +0.05% | — | |
| 5 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.74% | +0.06% | — | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 2.66% | -0.31% | — | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.63% | -0.29% | — | |
| 8 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.50% | — | — | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.36% | +0.16% | — | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.05% | -0.15% | — | |
| 11 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.78% | -0.09% | — | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.78% | -0.15% | — | |
| 13 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.74% | -0.13% | — | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.67% | +0.07% | — | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.64% | +0.06% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.60% | +0.24% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.02% | — | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.49% | -0.13% | — | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.33% | -0.11% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.17% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.12% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.04% | — | |
| 23 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.97% | -0.09% | — | |
| 24 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.89% | -0.02% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | -0.01% | — | |
| 26 | AEYE | Audioeye Inc | Stock-Other | 0.61% | -0.04% | — | |
| 27 | UTI | Universal Technical Institut | Stock-Other | 0.61% | +0.02% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.04% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.03% | — | |
| 31 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.45% | -0.08% | — | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.45% | -0.10% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT | |
| 34 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.37% | -0.06% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | — | — | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.26% | -0.05% | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.02% | — | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.24% | -0.02% | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | +0.01% | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | — | — | |
| 42 | WEAV | Weave Communications Inc | Stock-Other | 0.18% | — | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | — | — | |
| 44 | GTIM | Good Times Restaurants Inc | Stock-Other | 0.11% | — | — | |
| 45 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 0.10% | — | — | |
| 46 | DIBS | 1stdibs.com Inc | Stock-Other | 0.10% | -0.02% | — | |
| 47 | MCHX | Marchex Inc-class B | Stock-Other | 0.04% | — | — | |
| 48 | SLNH | Soluna Holdings Inc | Stock-Other | 0.04% | +0.01% | — | |
| 49 | ✓ | Amarin Corp PLC | Stock-Other | 0.02% | — | — | |
| 50 | CURI | Curiositystream Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Arcadia Wealth Management, Inc. reported a total U.S. public equity portfolio value of $209.6M across 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVUS, DFAI) accounted for 33.6% of total reported equity market value during Q4 2024.
During Q4 2024, Arcadia Wealth Management, Inc.'s top holdings by market value included DFAC (26.1%)、AVUS (19.5%)、DFAI (6.3%). The largest single position, DFAC, represented 26.1% of total portfolio value.
In Q4 2024, Arcadia Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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