account_balance

Investment manager · 13F filer · SEC CIK 2059339

Arcadia Wealth Management, Inc.

Reported value$215Mas of Sep 30, 2026
Positions59 3 new, 2 sold out
Top 10 weight72.8%AVUS alone is 23%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 22.9% Added +4%
DFAC Dimensional ETF Trust 19.0% Trimmed −3%
DFAI Dimensional ETF Trust 8.2% Added +5%
AVUV American Centy ETF Tr 4.6% Held
DFSD Dimensional ETF Trust 4.6% Added +25%
DFEM Dimensional ETF Trust 3.3% Added +5%
IVV iShares Tr 2.8% Added +4%
DFCF Dimensional ETF Trust 2.7% Added +8%
DFAR Dfa Invt Dimensions Group In 2.3% Added +6%
AVDE American Centy ETF Tr 2.3% Added +2%
AVIG American Centy ETF Tr 2.2% Added +22%
AVEM American Centy ETF Tr 1.9% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • AVSF +27%
  • DFSD +25%
  • AVIG +22%
  • BND +18%
arrow_downwardTrimmed
  • LMBS −7%
  • XBI −7%
  • IBB −6%
  • UTI −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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