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CIK: 0002059339
Total reported value
$209.6M
$209.6M
55 檔
35.7%
As reported in its official Q1 2025 Form 13F filing, Arcadia Wealth Management, Inc.'s tracked investment portfolio stood at $209.6M with 55 total positions.
In Q1 2025, Arcadia Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.41% | +0.01% | +2.41% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 19.19% | +0.91% | +12.43% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 7.67% | -0.37% | +24.37% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.79% | +0.05% | +11.63% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 3.28% | -0.31% | +32.73% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.87% | -0.29% | +16.76% | |
| 7 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.81% | +0.06% | +9.19% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.75% | +0.16% | +25.64% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.16% | -0.15% | +6.41% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.01% | — | -2.77% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.85% | -0.15% | +11.42% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.77% | +0.07% | +17.69% | |
| 13 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.70% | -0.13% | +4.20% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.17% | +48.89% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.66% | +0.06% | +7.45% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.59% | -0.13% | +8.41% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.56% | -0.09% | -1.16% | |
| 18 | TMCI | Treace Medical Concepts Inc | Stock-Other | 1.37% | +0.25% | — | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.31% | -0.11% | +6.50% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.30% | +0.24% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.12% | +16.66% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.02% | -1.58% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.08% | -0.02% | +42.59% | |
| 24 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.08% | -0.09% | +19.40% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | +0.04% | +7.97% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | -0.01% | +23.86% | |
| 27 | UTI | Universal Technical Institut | Stock-Other | 0.56% | +0.02% | — | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | — | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | -0.10% | +16.62% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.03% | -2.93% | |
| 32 | AEYE | Audioeye Inc | Stock-Other | 0.41% | -0.04% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.37% | EXIT | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | — | |
| 35 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.33% | -0.08% | -21.83% | |
| 36 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.32% | -0.06% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.02% | -2.87% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.02% | +4.06% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.23% | -0.05% | — | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.22% | -0.02% | — | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | +0.01% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.10% | NEW | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | -0.11% | EXIT | |
| 47 | WEAV | Weave Communications Inc | Stock-Other | 0.12% | — | — | |
| 48 | GTIM | Good Times Restaurants Inc | Stock-Other | 0.10% | — | — | |
| 49 | DIBS | 1stdibs.com Inc | Stock-Other | 0.08% | -0.02% | — | |
| 50 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.06% | — | — |
According to official SEC Form 13F filings, Arcadia Wealth Management, Inc. reported a total U.S. public equity portfolio value of $209.6M across 55 disclosed positions in Q1 2025.
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 35.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
TMCI
市值: $1.8M
Top Position Liquidated / Trimmed
XBI
前期市值: $2.9M
During Q1 2025, Arcadia Wealth Management, Inc.'s top holdings by market value included DFAC (23.4%)、AVUS (19.2%)、DFAI (7.7%). The largest single position, DFAC, represented 23.4% of total portfolio value.
In Q1 2025, Arcadia Wealth Management, Inc. made 34 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 6 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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