Arcadia Wealth Management, Inc. - Portfolio overview

Arcadia Wealth Management, Inc. has 63 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 21.47%
2. DFAC - DIMENSIONAL ETF TRUST, 19.91%
3. DFAI - DIMENSIONAL ETF TRUST, 8.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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