13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002059339
Total reported value
$209.6M
$209.6M
56 檔
49.7%
During the Q4 2025 filing period, Arcadia Wealth Management, Inc. (CIK: 0002059339) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $209.6M across 56 reported positions.
In Q4 2025, Arcadia Wealth Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 21.50% | +0.91% | +5.80% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.37% | +0.01% | +0.24% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 8.28% | -0.37% | +6.17% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.75% | +0.05% | +3.31% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 3.81% | -0.31% | +22.10% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.02% | +0.16% | +6.38% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.83% | -0.29% | +15.27% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | +0.17% | +11.44% | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.33% | +0.06% | +7.45% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.32% | -0.15% | +7.94% | |
| 11 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.06% | — | -3.22% | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.97% | -0.15% | +20.36% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.80% | +0.06% | +4.73% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.74% | +0.07% | -0.01% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.66% | -0.13% | +1.86% | |
| 16 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.50% | -0.13% | +10.19% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.48% | -0.02% | +6.33% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.43% | -0.09% | -1.19% | |
| 19 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 1.34% | -0.09% | +20.32% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | +0.04% | +7.39% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.12% | -3.63% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.14% | +0.24% | +80.38% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.99% | -0.11% | -1.60% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.01% | +0.34% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.02% | -0.95% | |
| 26 | LEU | Centrus Energy Corp-class A | Stock-Energy | 0.56% | -0.06% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.04% | -5.67% | |
| 28 | UTI | Universal Technical Institut | Stock-Other | 0.43% | +0.02% | +7.42% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.03% | -0.20% | |
| 30 | AEYE | Audioeye Inc | Stock-Other | 0.36% | -0.04% | +33.79% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | -0.10% | — | |
| 32 | TMCI | Treace Medical Concepts Inc | Stock-Other | 0.30% | +0.25% | — | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | — | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.37% | EXIT | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.02% | +15.83% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | — | — | |
| 37 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.23% | -0.08% | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | -0.02% | -0.26% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.21% | -0.05% | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | — | — | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | +0.01% | — | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.17% | -0.02% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | — | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.12% | — | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | +0.10% | NEW | |
| 48 | NBIS | Nebius Group N.V. | Stock-Other | 0.12% | +0.13% | NEW | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.12% | -0.11% | EXIT | |
| 50 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 0.11% | — | — |
According to official SEC Form 13F filings, Arcadia Wealth Management, Inc. reported a total U.S. public equity portfolio value of $209.6M across 56 disclosed positions in Q4 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 AVUS, DFAC, DFAI) accounted for 49.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
NBIS
市值: $209.3K
Top Position Liquidated / Trimmed
TSLA
前期市值: $700.4K
During Q4 2025, Arcadia Wealth Management, Inc.'s top holdings by market value included AVUS (21.5%)、DFAC (21.4%)、DFAI (8.3%). The largest single position, AVUS, represented 21.5% of total portfolio value.
In Q4 2025, Arcadia Wealth Management, Inc. made 39 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.