Arcadia Wealth Management, Inc. Portfolio Holdings

Arcadia Wealth Management, Inc.

  • $128 Billion
  • Q1 2025

Arcadia Wealth Management, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $30B, American Centy ETF Tr Avantis with a value of $24.6B, Dimensional ETF Tr with a value of $9.83B, American Centy ETF Tr Avantis with a value of $6.15B, and Dimensional ETF Tr Short Durat with a value of $4.21B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $118B to 128B.

Arcadia Wealth Management, Inc. is based out at Smithtown, NY

Below you can find more details about Arcadia Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $117 Billion
Technology: $2.85 Billion
Healthcare: $2.42 Billion
Consumer Cyclical: $999 Million
Energy: $887 Million
Consumer Defensive: $713 Million
Industrials: $700 Million
Communication Services: $650 Million
Other: $204 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30 Billion 23.41% of portfolio
910,085
Q1 2025 Added 2.41%
$0
$24.6 Billion 19.19% of portfolio
266,415
Q1 2025 Added 12.43%
$0
$9.83 Billion 7.67% of portfolio
314,830
Q1 2025 Added 24.37%
$0
$6.15 Billion 4.79% of portfolio
70,516
Q1 2025 Added 11.63%
$0
$4.21 Billion 3.28% of portfolio
88,516
Q1 2025 Added 32.73%
$0
$3.68 Billion 2.87% of portfolio
87,482
Q1 2025 Added 16.76%
$0
$3.6 Billion 2.81% of portfolio
151,479
Q1 2025 Added 9.19%
$0
$3.52 Billion 2.75% of portfolio
133,207
Q1 2025 Added 25.64%
$0
$2.77 Billion 2.16% of portfolio
41,834
Q1 2025 Added 6.41%
$0
$2.58 Billion 2.01% of portfolio
31,796
Q1 2025 Reduced 2.77%
$0
$2.38 Billion 1.85% of portfolio
57,474
Q1 2025 Added 11.42%
$0
$2.26 Billion 1.77% of portfolio
68,314
Q1 2025 Added 17.69%
$0
$2.18 Billion 1.7% of portfolio
50,772
Q1 2025 Added 4.2%
$0
$2.15 Billion 1.68% of portfolio
3,834
Q1 2025 Added 48.89%
$0
$2.13 Billion 1.66% of portfolio
35,346
Q1 2025 Added 7.45%
$0
$2.04 Billion 1.59% of portfolio
29,219
Q1 2025 Added 8.41%
$317M
$1.76 Billion 1.37% of portfolio
209,972
Q1 2025 New
$0
$1.68 Billion 1.31% of portfolio
34,211
Q1 2025 Added 6.5%
$0
$1.67 Billion 1.3% of portfolio
8,086
Q4 2024 New
$0
$1.59 Billion 1.24% of portfolio
3,396
Q1 2025 Added 16.66%
$3.41T
$1.58 Billion 1.23% of portfolio
7,091
Q1 2025 Reduced 1.58%
$0
$1.38 Billion 1.08% of portfolio
29,561
Q1 2025 Added 19.4%
$0
$1.39 Billion 1.08% of portfolio
41,443
Q1 2025 Added 42.59%
$0
$1.33 Billion 1.03% of portfolio
4,821
Q1 2025 Added 7.97%
$0
$1.12 Billion 0.88% of portfolio
2,009
Q1 2025 Added 23.86%
$1.08B
$713 Million 0.56% of portfolio
27,746
Q4 2024 New
$125B
$621 Million 0.48% of portfolio
2,034
Q1 2025 New
$3.8T
$599 Million 0.47% of portfolio
1,596
Q4 2024 New
$136B
$587 Million 0.46% of portfolio
23,150
Q1 2025 Added 16.62%
$1.62T
$573 Million 0.45% of portfolio
995
Q1 2025 Reduced 2.93%
$140M
$526 Million 0.41% of portfolio
47,351
Q4 2024 New
$450B
$483 Million 0.38% of portfolio
4,061
Q4 2024 New
$1.04T
$438 Million 0.34% of portfolio
1,692
Q4 2024 New
$0
$419 Million 0.33% of portfolio
6,095
Q1 2025 Reduced 21.83%
$3.08B
$404 Million 0.32% of portfolio
6,500
Q4 2024 New
$2.34T
$341 Million 0.27% of portfolio
1,792
Q1 2025 Reduced 2.87%
$0
$333 Million 0.26% of portfolio
6,551
Q4 2024 New
$0
$311 Million 0.24% of portfolio
4,228
Q1 2025 Added 4.06%
$0
$292 Million 0.23% of portfolio
4,826
Q4 2024 New
$0
$287 Million 0.22% of portfolio
3,743
Q4 2024 New
$0
$249 Million 0.19% of portfolio
2,040
Q4 2024 New
$0
$215 Million 0.17% of portfolio
580
Q4 2024 New
$0
$202 Million 0.16% of portfolio
2,584
Q1 2025 New
$574B
$204 Million 0.16% of portfolio
582
Q1 2025 New
$0
$210 Million 0.16% of portfolio
1,218
Q4 2024 New
$511M
$150 Million 0.12% of portfolio
13,500
Q4 2024 New
$19.5M
$122 Million 0.1% of portfolio
49,635
Q4 2024 New
$104M
$97 Million 0.08% of portfolio
31,897
Q4 2024 New
$10.2B
$78.3 Million 0.06% of portfolio
13,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $128 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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