DOSSIER · 13F-HR · Q1 2026

Arcadia Wealth Management, Inc.

$185M in tracked AUM across 55 positions as of Q1 2026.

AW
CIK 0002059339 · last filed Mar 31, 2026
Total AUM
$185M
as of Q1 2026
Holdings
55
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Arcadia Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$40M359K21.6%
02
DFAC
DIMENSIONAL ETF TRUST
$37M953K20.0%
03
DFAI
DIMENSIONAL ETF TRUST
$15M396K8.3%
04
AVUV
AMERICAN CENTY ETF TR
$9M83K4.9%
05
DFSD
DIMENSIONAL ETF TRUST
$8M162K4.2%
06
DFEM
DIMENSIONAL ETF TRUST
$6M164K3.1%
07
DFCF
DIMENSIONAL ETF TRUST
$6M131K3.0%
08
IVV
ISHARES TR
$5M7K2.6%
09
AVDE
AMERICAN CENTY ETF TR
$4M53K2.4%
10
DFAR
DIMENSIONAL ETF TRUST
$4M184K2.4%

Filing history

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