Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arcadia Wealth Management, Inc. (CIK 2059339) reported $184.8M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($39.9M, 21.62%), DFAC ($37.0M, 20.05%), DFAI ($15.4M, 8.34%), AVUV ($9.1M, 4.94%), DFSD ($7.8M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $39.9M | 21.62% | 359,269 | Added |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $37.0M | 20.05% | 953,265 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $15.4M | 8.34% | 395,583 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $9.1M | 4.94% | 82,628 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $7.8M | 4.20% | 162,283 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $5.7M | 3.07% | 164,437 | Added |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $5.5M | 3.00% | 131,393 | Added |
| 8 | IVV | ISHARES TR | $4.7M | 2.56% | 7,229 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $4.5M | 2.42% | 52,693 | Added |
| 10 | DFAR | DIMENSIONAL ETF TRUST | $4.4M | 2.36% | 184,485 | Added |
| 11 | AVIG | AMERICAN CENTY ETF TR | $3.9M | 2.11% | 93,930 | Added |
| 12 | XBI | SPDR SERIES TRUST | $3.5M | 1.91% | 27,562 | Trimmed |
| 13 | AVEM | AMERICAN CENTY ETF TR | $3.4M | 1.84% | 42,160 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $3.2M | 1.75% | 32,454 | Added |
| 15 | DUHP | DIMENSIONAL ETF TRUST | $3.0M | 1.63% | 82,005 | Added |
| 16 | AVSF | AMERICAN CENTY ETF TR | $2.8M | 1.54% | 60,810 | Added |
| 17 | AVRE | AMERICAN CENTY ETF TR | $2.8M | 1.52% | 63,788 | Added |
| 18 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.8M | 1.52% | 71,362 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $2.6M | 1.39% | 7,995 | Added |
| 20 | IBB | ISHARES TR | $2.3M | 1.26% | 13,789 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $2.1M | 1.14% | 3,637 | Trimmed |
| 22 | AAPL | APPLE INC | $1.9M | 1.00% | 7,303 | Added |
| 23 | XLK | SELECT SECTOR SPDR TR | $1.7M | 0.95% | 13,141 | Trimmed |
| 24 | LMBS | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.89% | 33,106 | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.76% | 2,152 | Added |
Source: SEC Form 13F filings · as of 2026-03-31