Arcadia Wealth Management, Inc.
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
23 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.2% | $4,198,298 |
| Unclassified | 25.2% | $3,498,734 |
| Consumer Cyclical | 11.5% | $1,595,493 |
| Energy | 9.9% | $1,377,411 |
| Consumer Defensive | 8.2% | $1,137,700 |
| Healthcare | 7.0% | $969,476 |
| Communication Services | 5.3% | $734,976 |
| Industrials | 2.6% | $360,362 |
| Financial Services | 0.1% | $17,253 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 1,849 | $687,365 | |
| ADI | Analog Devices Inc | 1,740 | $553,563 | |
| HD | Home Depot, Inc. | 1,432 | $470,970 | |
| MSA | MSA Safety Inc | 2,198 | $360,362 | |
| COST | Costco Wholesale Corp /New | 238 | $237,150 | |
| PLTR | Palantir Technologies Inc. | 1,397 | $204,353 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,637 | $2,099,203 | 15.11% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,303 | $1,853,428 | 13.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,152 | $1,399,531 | 10.08% | |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
Reduced | 24,946 | $900,550 | 6.48% | |
| LEU |
Centrus Energy Corp
Energy
|
Held | 4,000 | $694,360 | 5.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 1,849 | $687,365 | 4.95% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,026 | $683,051 | 4.92% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 23,043 | $647,047 | 4.66% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,580 | $584,868 | 4.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 978 | $559,543 | 4.03% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 1,740 | $553,563 | 3.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 1,432 | $470,970 | 3.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,099 | $437,158 | 3.15% | |
| AEYE |
Audioeye Inc
Technology
|
Held | 63,351 | $403,545 | 2.91% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,921 | $390,308 | 2.81% | |
| MSA |
MSA Safety Inc
Industrials
|
NEW | 2,198 | $360,362 | 2.59% | |
| TMCI |
Treace Medical Concepts, Inc.
Healthcare
|
Held | 209,972 | $281,362 | 2.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 238 | $237,150 | 1.71% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,194 | $208,233 | 1.50% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 1,397 | $204,353 | 1.47% | |
| DIBS |
1stdibs.com, Inc.
Communication Services
|
Held | 31,897 | $175,433 | 1.26% | |
| IOVA |
Iovance Biotherapeutics, Inc.
Healthcare
|
Held | 11,700 | $41,067 | 0.30% | |
| SLNH |
Soluna Holdings, Inc
Financial Services
|
Held | 24,300 | $17,253 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.