DOSSIER · 13F-HR · Q2 2026

Arcadia Wealth Management, Inc.

$210M in tracked AUM across 58 positions as of Q2 2026.

AW
CIK 0002059339 · last filed Jun 30, 2026
Total AUM
$210M
as of Q2 2026
Holdings
58
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Arcadia Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$47M369K22.5%
02
DFAC
DIMENSIONAL ETF TRUST
$42M947K20.1%
03
DFAI
DIMENSIONAL ETF TRUST
$17M405K8.0%
04
AVUV
AMERICAN CENTY ETF TR
$10M84K5.0%
05
DFSD
DIMENSIONAL ETF TRUST
$8M171K3.9%
06
DFEM
DIMENSIONAL ETF TRUST
$7M167K3.2%
07
IVV
ISHARES TR
$6M8K2.7%
08
DFCF
DIMENSIONAL ETF TRUST
$6M135K2.7%
09
DFAR
DIMENSIONAL ETF TRUST
$5M194K2.4%
10
AVDE
AMERICAN CENTY ETF TR
$5M53K2.3%

Filing history

2026Q2Jun 30
$210M 13.4%
58 positionsView →
2026Q1Mar 31
$185M 6.0%
55 positionsView →
2025Q4Dec 31
$174M 5.9%
56 positionsView →
2025Q3Sep 30
$165M 12.2%
59 positionsView →
2025Q2Jun 30
$147M 14.5%
53 positionsLocked
2025Q1Mar 31
$128M 9.0%
55 positionsLocked
2024Q4Dec 31
$118M
50 positionsLocked