Arcadia Wealth Management, Inc. holds a focused book of 58 stocks worth $209.6M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares Semiconductor ETF and trimmed Dimensional US Core Equity 2. Their largest long position is Avantis U.S. Equity ETF at 23% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Arcadia Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 61 / 58 | $429.0B |
| JPMORGAN CHASE & CO | 61 / 58 | $395.6B |
| LPL Financial LLC | 60 / 58 | $71.3B |
| UBS Group AG | 59 / 58 | $107.6B |
| OSAIC HOLDINGS, INC. | 59 / 58 | $15.3B |
| Farther Finance Advisors, LLC | 59 / 58 | $2.7B |
| WELLS FARGO & COMPANY/MN | 58 / 58 | $128.2B |
| ROYAL BANK OF CANADA | 58 / 58 | $117.8B |
Ranked by how many of Arcadia Wealth Management, Inc.'s top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $47.2M | 368.7K | 22.5% | ▲+2.6% Added · +9K sh | |
| 2 | Dimensional ETF Trust US COR EQU 2 ETF | $42.0M | 947.5K | 20.1% | ▼−0.6% Reduced · −6K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQT MK | $16.7M | 404.8K | 8.0% | ▲+2.3% Added · +9K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $10.5M | 83.9K | 5.0% | ▲+1.5% Added · +1K sh | |
| 5 | Dimensional ETF Trust SHOR DUR FIX ETF | $8.1M | 170.7K | 3.9% | ▲+5.2% Added · +8K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $6.8M | 166.8K | 3.2% | ▲+1.4% Added · +2K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $5.7M | 7.6K | 2.7% | ▲+5.8% Added · +417 sh | |
| 8 | Dimensional ETF Trust CORE FIXE IN ETF | $5.7M | 134.6K | 2.7% | ▲+2.5% Added · +3K sh | |
| 9 | Dimensional ETF Trust US REAL ESTA ETF | $5.1M | 193.9K | 2.4% | ▲+5.1% Added · +9K sh | |
| 10 | American Centy ETF TR INTL EQT ETF | $4.8M | 53.3K | 2.3% | ▲+1.1% Added · +582 sh | |
| 11 | American Centy ETF TR AVANTIS CORE FI | $4.1M | 98.9K | 2.0% | ▲+5.3% Added · +5K sh | |
| 12 | SPDR Series Trust ST STR SP BIOT | $4.0M | 25.2K | 1.9% | ▼−8.4% Reduced · −2K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $4.0M | 41.3K | 1.9% | ▼−2.1% Reduced · −869 sh | |
| 14 | Dimensional ETF Trust US HIGH PROF ETF | $3.6M | 85.2K | 1.7% | ▲+3.9% Added · +3K sh | |
| 15 | American Centy ETF TR INTL SMCP VLU | $3.4M | 32.9K | 1.6% | ▲+1.3% Added · +437 sh | |
| 16 | First TR Exchange Traded FD SMID RISNG ETF | $3.2M | 73.0K | 1.5% | ▲+2.3% Added · +2K sh | |
| 17 | American Centy ETF TR AVANTIS SHFXDINC | $3.0M | 65.3K | 1.5% | ▲+7.4% Added · +5K sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $3.0M | 8.1K | 1.4% | ▲+1.3% Added · +101 sh | |
| 19 | American Centy ETF TR REAL ESTATE ETF | $2.9M | 61.4K | 1.4% | ▼−3.8% Reduced · −2K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $2.6M | 3.6K | 1.3% | ▼−1.7% Reduced · −62 sh | |
| 21 | Select Sector SPDR TR ST STR TECHN ETF | $2.5M | 13.1K | 1.2% | ▼−0.6% Reduced · −80 sh | |
| 22 | Ishares TR ISHARES BIOTECH | $2.5M | 12.9K | 1.2% | ▼−6.3% Reduced · −875 sh | |
| 23 | Apple Inc COM | $2.1M | 7.4K | 1.0% | ▲+1.2% Added · +88 sh | |
| 24 | First TR Exchange-Traded FD FST LOW OPPT EFT | $1.6M | 32.9K | 0.8% | ▼−0.8% Reduced · −250 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $1.6M | 2.1K | 0.7% | ▼−2.8% Reduced · −60 sh | |
| 26 | Universal Technical Inst Inc COM | $1.1M | 24.9K | 0.5% | —Held | |
| 27 | Treace Med Concepts Inc COM | $836K | 210.0K | 0.4% | —Held | |
| 28 | Tesla Inc COM | $778K | 1.8K | 0.4% | —Held | |
| 29 | Analog Devices Inc COM | $691K | 1.7K | 0.3% | —Held | |
| 30 | Centrus Energy Corp CL A | $671K | 4.0K | 0.3% | —Held | |
| 31 | Microsoft Corp COM | $589K | 1.6K | 0.3% | —Held | |
| 32 | Meta Platforms Inc CL A | $571K | 1.0K | 0.3% | ▲+3.6% Added · +35 sh | |
| 33 | Amazon Com Inc COM | $536K | 2.2K | 0.3% | ▲+7.0% Added · +148 sh | |
| 34 | Pfizer Inc COM | $531K | 22.0K | 0.3% | ▼−4.3% Reduced · −1K sh | |
| 35 | Home Depot Inc COM | $505K | 1.4K | 0.2% | —Held | |
| 36 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $479K | 6.7K | 0.2% | ▲+2.6% Added · +172 sh | |
| 37 | Automatic Data Processing In COM | $430K | 1.9K | 0.2% | —Held | |
| 38 | Msa Safety Inc COM | $384K | 2.2K | 0.2% | —Held | |
| 39 | Vanguard BD Index FDS TOTAL BND MRKT | $380K | 5.2K | 0.2% | ▲+2.7% Added · +135 sh | |
| 40 | Audioeye Inc COM NEW | $368K | 63.4K | 0.2% | —Held | |
| 41 | Ishares TR CORE S&P TTL STK | $330K | 2.0K | 0.2% | —Held | |
| 42 | Vanguard Index FDS GROWTH ETF | $300K | 3.5K | 0.1% | ▲+500% Added · +3K sh | |
| 43 | Ishares TR ISHARES SEMICDTR | $298K | 465 | 0.1% | ▲New New position | |
| 44 | Dimensional ETF Trust US EQUI MARK ETF | $295K | 3.6K | 0.1% | ▼−25% Reduced · −1K sh | |
| 45 | Vanguard BD Index FDS INTERMED TERM | $287K | 3.7K | 0.1% | —Held | |
| 46 | Vanguard Scottsdale FDS TOTAL WLD BD ETF | $285K | 4.2K | 0.1% | ▼−28% Reduced · −2K sh | |
| 47 | Nebius Group N.V. SHS CLASS A | $276K | 1.0K | 0.1% | ▲New New position | |
| 48 | Nvidia Corporation COM | $258K | 1.3K | 0.1% | ▲+8.1% Added · +97 sh | |
| 49 | Vanguard Index FDS VALUE ETF | $243K | 1.1K | 0.1% | ▲+0.8% Added · +9 sh | |
| 50 | Ge Vernova Inc COM | $241K | 205 | 0.1% | ▲New New position |
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Use Arkolith to show Arcadia Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.