§ 13F · FUND PROFILE
Arcadia Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $165M (13F)Positions · 59Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 359K | $40M | 21.6% | +7% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 953K | $37M | 20.0% | +1% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 396K | $15M | 8.3% | +4% |
| 4 | AVUV | AMERICAN CENTY ETF TR | 83K | $9M | 4.9% | +2% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 162K | $8M | 4.2% | +17% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 164K | $6M | 3.1% | +3% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 131K | $6M | 3.0% | +14% |
| 8 | IVV | ISHARES TR | 7K | $5M | 2.6% | +18% |
| 9 | AVDE | AMERICAN CENTY ETF TR | 53K | $4M | 2.4% | +7% |
| 10 | DFAR | DIMENSIONAL ETF TRUST | 184K | $4M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARCADIA SIGNAL
AC read
Arcadia Wealth Management, Inc. is a Other fund managing $165 million in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed