The Analysis of Arcadia Wealth Management, Inc.'s Holdings
Currently, Arcadia Wealth Management, Inc. holds 56 types of securities in its portfolio with a total value $174.4M. In the most recent quarter, they have increased their positions in AVUS (+18.4K shares, valued at $2.1M), DFSD (+25.1K shares, valued at $1.2M), XLK (+6.2K shares, valued at $888.8K); decreased their positions in XBI (-980 shares, valued at $119.5K), N/A (-137 shares, valued at $84.2K), MSFT (-95 shares, valued at $45.9K); initiated new positions in NBIS (+2.5K shares, valued at $209.3K), JOBY (+15.0K shares, valued at $198.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR335.4K shares5.80%2025-12-312026-02-10
DFAC DIMENSIONAL ETF TRUST941.0K shares0.24%2025-12-312026-02-10 DFAI DIMENSIONAL ETF TRUST378.9K shares6.17%2025-12-312026-02-10 AVUV AMERICAN CENTY ETF TR81.2K shares3.31%2025-12-312026-02-10 DFSD DIMENSIONAL ETF TRUST138.4K shares22.10%2025-12-312026-02-10 DFEM DIMENSIONAL ETF TRUST159.3K shares6.38%2025-12-312026-02-10 DFCF DIMENSIONAL ETF TRUST115.8K shares15.27%2025-12-312026-02-10 IVV ISHARES TR6.1K shares11.44%2025-12-312026-02-10 DFAR DIMENSIONAL ETF TRUST177.6K shares7.45%2025-12-312026-02-10 AVDE AMERICAN CENTY ETF TR49.1K shares7.94%2025-12-312026-02-10 XBI SPDR SERIES TRUST29.5K shares-3.22%2025-12-312026-02-10 AVIG AMERICAN CENTY ETF TR82.0K shares20.36%2025-12-312026-02-10 AVEM AMERICAN CENTY ETF TR40.7K shares4.73%2025-12-312026-02-10 DUHP DIMENSIONAL ETF TRUST79.6K shares-0.01%2025-12-312026-02-10 AVDV AMERICAN CENTY ETF TR30.7K shares1.86%2025-12-312026-02-10 AVRE AMERICAN CENTY ETF TR60.1K shares10.19%2025-12-312026-02-10 SDVY FIRST TR EXCHANGE-TRADED FD67.4K shares6.33%2025-12-312026-02-10 IBB ISHARES TR14.7K shares-1.19%2025-12-312026-02-10 AVSF AMERICAN CENTY ETF TR49.6K shares20.32%2025-12-312026-02-10 VTI VANGUARD INDEX FDS6.9K shares7.39%2025-12-312026-02-10 XLK SELECT SECTOR SPDR TR13.9K shares80.38%2025-12-312026-02-10 LMBS FIRST TR EXCHANGE-TRADED FD34.5K shares-1.60%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR2.1K shares0.34%2025-12-312026-02-10 AAPL APPLE INC3.6K shares-0.95%2025-12-312026-02-10 LEU CENTRUS ENERGY CORP4.0K shares0.00%2025-12-312026-02-10 MSFT MICROSOFT CORP1.6K shares-5.67%2025-12-312026-02-10 UTI UNIVERSAL TECHNICAL INST INC28.9K shares7.42%2025-12-312026-02-10 META META PLATFORMS INC978 shares-0.20%2025-12-312026-02-10 AEYE AUDIOEYE INC63.4K shares33.79%2025-12-312026-02-10 PFE PFIZER INC23.1K shares0.00%2025-12-312026-02-10 TMCI TREACE MED CONCEPTS INC210.0K shares0.00%2025-12-312026-02-10 ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.00%2025-12-312026-02-10 XOM EXXON MOBIL CORP4.0K shares-0.89%2025-12-312026-02-10 AMZN AMAZON COM INC1.9K shares15.83%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED FDS6.6K shares0.00%2025-12-312026-02-10 BNDW VANGUARD SCOTTSDALE FDS5.9K shares0.00%2025-12-312026-02-10 BND VANGUARD BD INDEX FDS5.0K shares-0.26%2025-12-312026-02-10 DFUS DIMENSIONAL ETF TRUST4.8K shares0.00%2025-12-312026-02-10 VGT VANGUARD WORLD FD474 shares0.00%2025-12-312026-02-10 ITOT ISHARES TR2.0K shares0.00%2025-12-312026-02-10 BIV VANGUARD BD INDEX FDS3.7K shares0.00%2025-12-312026-02-10 VUG VANGUARD INDEX FDS580 shares0.00%2025-12-312026-02-10 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-02-10 ESGU ISHARES TR1.4K shares0.00%2025-12-312026-02-10 NVDA NVIDIA CORPORATION1.1K shares0.00%2025-12-312026-02-10 V VISA INC605 shares0.00%2025-12-312026-02-10 NBIS NEBIUS GROUP N.V.2.5K sharesnew addition2025-12-312026-02-10 BSV VANGUARD BD INDEX FDS2.6K shares0.00%2025-12-312026-02-10 JOBY JOBY AVIATION INC15.0K sharesnew addition2025-12-312026-02-10 DIBS 1STDIBS COM INC31.9K shares0.00%2025-12-312026-02-10 WEAV WEAVE COMMUNICATIONS INC13.5K shares0.00%2025-12-312026-02-10 MCHX MARCHEX INC29.1K shares0.00%2025-12-312026-02-10 CURI CURIOSITYSTREAM INC10.8K shares0.00%2025-12-312026-02-10 IOVA IOVANCE BIOTHERAPEUTICS INC11.7K shares-25.71%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available