Arcadia Wealth Management, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 89.0%; sector active share 81.4% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.3% | $197,598,995 |
| Technology | 2.3% | $4,896,945 |
| Consumer Cyclical | 0.9% | $1,818,275 |
| Healthcare | 0.7% | $1,415,155 |
| Consumer Defensive | 0.6% | $1,289,581 |
| Communication Services | 0.5% | $1,003,077 |
| Energy | 0.3% | $671,480 |
| Industrials | 0.3% | $624,572 |
| Financial Services | 0.1% | $240,374 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAR | Dimensional US Real Estate ETF | +9,424 | 193,909 | $5,072,659 | |
| AVUS | Avantis U.S. Equity ETF | +9,398 | 368,667 | $47,218,869 | |
| DFAI | Dimensional International Core Equity Market ETF | +9,264 | 404,847 | $16,699,938 | |
| DFSD | Dimensional Short-Duration Fixed Income ETF | +8,376 | 170,659 | $8,148,967 | |
| AVIG | Avantis Core Fixed Income ETF | +5,016 | 98,946 | $4,097,353 | |
| — | +4,526 | 65,336 | $3,042,566 | ||
| DFCF | Dimensional Core Fixed Income ETF | +3,238 | 134,631 | $5,682,774 | |
| DUHP | Dimensional US High Profitability ETF | +3,222 | 85,227 | $3,556,522 | |
| VUG | VANGUARD GROWTH INDEX FUND | +2,900 | 3,480 | $299,767 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | +2,335 | 166,772 | $6,777,614 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | +1,658 | 73,020 | $3,150,082 | |
| AVUV | Avantis U.S. Small Cap Value ETF | +1,253 | 83,881 | $10,464,993 | |
| AVDE | Avantis International Equity ETF | +582 | 53,275 | $4,752,130 | |
| AVDV | Avantis International Small Cap Value ETF | +437 | 32,891 | $3,389,417 | |
| IVV | iShares Core S&P 500 ETF | +417 | 7,646 | $5,726,012 | |
| VEA | Vanguard FTSE Developed Markets ETF | +172 | 6,723 | $479,013 | |
| AMZN | Amazon Com Inc | +148 | 2,247 | $535,549 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +135 | 5,178 | $380,116 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +101 | 8,096 | $2,995,843 | |
| NVDA | Nvidia Corp | +97 | 1,291 | $258,316 | |
| AAPL | Apple Inc. | +88 | 7,391 | $2,138,659 | |
| META | Meta Platforms, Inc. | +35 | 1,013 | $570,612 | |
| VTV | VANGUARD VALUE INDEX FUND | +9 | 1,117 | $243,427 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | −5,805 | 947,460 | $42,029,325 | |
| AVRE | Avantis Real Estate ETF | −2,410 | 61,378 | $2,908,089 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | −2,327 | 25,235 | $3,993,438 | |
| BNDW | Vanguard Scottsdale Funds | −1,659 | 4,166 | $285,495 | |
| DFUS | Dimensional U.S. Equity Market ETF | −1,229 | 3,597 | $294,738 | |
| PFE | Pfizer Inc | −1,000 | 22,043 | $530,795 | |
| — | −875 | 12,914 | $2,456,113 | ||
| AVEM | Avantis Emerging Markets Equity ETF | −869 | 41,291 | $3,984,168 | |
| LMBS | First Trust Low Duration Opportunities ETF | −250 | 32,856 | $1,635,571 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −80 | 13,061 | $2,488,381 | |
| QQQ | Invesco Qqq Trust, Series 1 | −62 | 3,575 | $2,632,630 | |
| SPY | Spdr S&P 500 ETF Trust | −60 | 2,092 | $1,562,242 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVUS |
Avantis U.S. Equity ETF
|
Added | 368,667 | $47,218,869 | 22.53% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Reduced | 947,460 | $42,029,325 | 20.06% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Added | 404,847 | $16,699,938 | 7.97% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Added | 83,881 | $10,464,993 | 4.99% | |
| DFSD |
Dimensional Short-Duration Fixed Income ETF
|
Added | 170,659 | $8,148,967 | 3.89% | |
| DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
|
Added | 166,772 | $6,777,614 | 3.23% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 7,646 | $5,726,012 | 2.73% | |
| DFCF |
Dimensional Core Fixed Income ETF
|
Added | 134,631 | $5,682,774 | 2.71% | |
| DFAR |
Dimensional US Real Estate ETF
|
Added | 193,909 | $5,072,659 | 2.42% | |
| AVDE |
Avantis International Equity ETF
|
Added | 53,275 | $4,752,130 | 2.27% | |
| AVIG |
Avantis Core Fixed Income ETF
|
Added | 98,946 | $4,097,353 | 1.96% | |
| XBI |
State Street(R) SPDR(R) S&P(R) Biotech ETF
|
Reduced | 25,235 | $3,993,438 | 1.91% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Reduced | 41,291 | $3,984,168 | 1.90% | |
| DUHP |
Dimensional US High Profitability ETF
|
Added | 85,227 | $3,556,522 | 1.70% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Added | 32,891 | $3,389,417 | 1.62% | |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
|
Added | 73,020 | $3,150,082 | 1.50% | |
|
|
Added | 65,336 | $3,042,566 | 1.45% | ||
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 8,096 | $2,995,843 | 1.43% | |
| AVRE |
Avantis Real Estate ETF
|
Reduced | 61,378 | $2,908,089 | 1.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,575 | $2,632,630 | 1.26% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 13,061 | $2,488,381 | 1.19% | |
|
|
Reduced | 12,914 | $2,456,113 | 1.17% | ||
| AAPL |
Apple Inc.
Technology
|
Added | 7,391 | $2,138,659 | 1.02% | |
| LMBS |
First Trust Low Duration Opportunities ETF
|
Reduced | 32,856 | $1,635,571 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,092 | $1,562,242 | 0.75% | |
| UTI |
Universal Technical Institute Inc
Consumer Defensive
|
Held | 24,946 | $1,066,940 | 0.51% | |
| TMCI |
Treace Medical Concepts, Inc.
Healthcare
|
Held | 209,972 | $835,688 | 0.40% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,849 | $777,689 | 0.37% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,740 | $691,075 | 0.33% | |
| LEU |
Centrus Energy Corp
Energy
|
Held | 4,000 | $671,480 | 0.32% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,580 | $589,371 | 0.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,013 | $570,612 | 0.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,247 | $535,549 | 0.26% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 22,043 | $530,795 | 0.25% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,432 | $505,037 | 0.24% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 6,723 | $479,013 | 0.23% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,921 | $430,207 | 0.21% | |
| MSA |
MSA Safety Inc
Industrials
|
Held | 2,198 | $383,726 | 0.18% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 5,178 | $380,116 | 0.18% | |
| AEYE |
Audioeye Inc
Technology
|
Held | 63,351 | $368,069 | 0.18% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Held | 2,008 | $329,854 | 0.16% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 3,480 | $299,767 | 0.14% | |
| SOXX |
iShares Semiconductor ETF
|
NEW | 465 | $297,953 | 0.14% | |
| DFUS |
Dimensional U.S. Equity Market ETF
|
Reduced | 3,597 | $294,738 | 0.14% | |
| BIV |
Vanguard Bond Index Funds
|
Held | 3,743 | $287,088 | 0.14% | |
| BNDW |
Vanguard Scottsdale Funds
|
Reduced | 4,166 | $285,495 | 0.14% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 1,000 | $276,170 | 0.13% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,291 | $258,316 | 0.12% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 1,117 | $243,427 | 0.12% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 205 | $240,846 | 0.11% |
Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.