Arcadia Wealth Management, Inc. Portfolio Holdings

Arcadia Wealth Management, Inc.

  • $147 Billion
  • Q2 2025

Arcadia Wealth Management, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 53 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 $33.6B, American Centy ETF Tr Avantis with a value of $29.8B, Dimensional ETF Tr with a value of $11.6B, American Centy ETF Tr Avantis with a value of $6.84B, and Dimensional ETF Tr Short Durat with a value of $4.8B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $128B to 147B.

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 $147 Billion
ETFs: $134 Billion
Technology: $2.91 Billion
Healthcare: $1.82 Billion
Energy: $1.63 Billion
Consumer Cyclical: $1.11 Billion
Consumer Defensive: $913 Million
Communication Services: $858 Million
Industrials: $596 Million
Other: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.6 Billion 22.92% of portfolio
938,746
Q2 2025 Added 3.15%
$0
$29.8 Billion 20.32% of portfolio
295,806
Q2 2025 Added 11.03%
$0
$11.6 Billion 7.89% of portfolio
335,019
Q2 2025 Added 6.41%
$0
$6.84 Billion 4.66% of portfolio
75,077
Q2 2025 Added 6.47%
$0
$4.8 Billion 3.27% of portfolio
100,006
Q2 2025 Added 12.98%
$0
$4.2 Billion 2.86% of portfolio
141,371
Q2 2025 Added 6.13%
$0
$3.9 Billion 2.66% of portfolio
92,253
Q2 2025 Added 5.45%
$0
$3.71 Billion 2.53% of portfolio
158,193
Q2 2025 Added 4.43%
$0
$3.22 Billion 2.19% of portfolio
43,500
Q2 2025 Added 3.98%
$0
$3.08 Billion 2.1% of portfolio
4,968
Q2 2025 Added 29.58%
$0
$2.72 Billion 1.85% of portfolio
76,503
Q2 2025 Added 11.99%
$0
$2.6 Billion 1.77% of portfolio
31,346
Q2 2025 Reduced 1.42%
$0
$2.54 Billion 1.73% of portfolio
60,929
Q2 2025 Added 6.01%
$0
$2.53 Billion 1.72% of portfolio
36,867
Q2 2025 Added 4.3%
$0
$2.38 Billion 1.62% of portfolio
29,961
Q2 2025 Added 2.54%
$0
$2.32 Billion 1.58% of portfolio
52,427
Q2 2025 Added 3.26%
$0
$2.02 Billion 1.38% of portfolio
7,986
Q2 2025 Reduced 1.24%
$0
$1.95 Billion 1.33% of portfolio
55,249
Q2 2025 Added 33.31%
$0
$1.94 Billion 1.32% of portfolio
15,367
Q2 2025 Reduced 2.01%
$0
$1.69 Billion 1.15% of portfolio
34,211
Q1 2025 Added 6.5%
$0
$1.66 Billion 1.13% of portfolio
5,456
Q2 2025 Added 13.17%
$0
$1.54 Billion 1.05% of portfolio
32,711
Q2 2025 Added 10.66%
$3.69T
$1.45 Billion 0.99% of portfolio
7,091
Q1 2025 Reduced 1.58%
$0
$1.31 Billion 0.89% of portfolio
2,124
Q2 2025 Added 5.72%
$362M
$1.23 Billion 0.84% of portfolio
209,972
Q1 2025 New
$2.99B
$1.19 Billion 0.81% of portfolio
6,500
Q4 2024 New
$896M
$913 Million 0.62% of portfolio
26,946
Q2 2025 Reduced 2.88%
$3.95T
$794 Million 0.54% of portfolio
1,596
Q4 2024 New
$1.78T
$734 Million 0.5% of portfolio
995
Q1 2025 Reduced 2.93%
$124B
$596 Million 0.41% of portfolio
1,934
Q2 2025 Reduced 4.92%
$121M
$552 Million 0.38% of portfolio
47,351
Q4 2024 New
$138B
$561 Million 0.38% of portfolio
23,150
Q1 2025 Added 16.62%
$1.08T
$541 Million 0.37% of portfolio
1,702
Q2 2025 Added 0.59%
$442B
$438 Million 0.3% of portfolio
4,061
Q4 2024 New
$0
$411 Million 0.28% of portfolio
5,925
Q2 2025 Reduced 2.79%
$2.26T
$393 Million 0.27% of portfolio
1,792
Q1 2025 Reduced 2.87%
$0
$373 Million 0.25% of portfolio
6,551
Q4 2024 New
$0
$323 Million 0.22% of portfolio
4,826
Q4 2024 New
$0
$311 Million 0.21% of portfolio
4,228
Q1 2025 Added 4.06%
$0
$289 Million 0.2% of portfolio
3,743
Q4 2024 New
$0
$275 Million 0.19% of portfolio
2,040
Q4 2024 New
$0
$254 Million 0.17% of portfolio
580
Q4 2024 New
$0
$205 Million 0.14% of portfolio
1,158
Q2 2025 Reduced 4.93%
$551B
$207 Million 0.14% of portfolio
582
Q1 2025 New
$0
$203 Million 0.14% of portfolio
2,584
Q1 2025 New
$498M
$112 Million 0.08% of portfolio
13,500
Q4 2024 New
$20.6M
$88.8 Million 0.06% of portfolio
49,635
Q4 2024 New
$103M
$87.7 Million 0.06% of portfolio
31,897
Q4 2024 New
$214M
$60.8 Million 0.04% of portfolio
10,797
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $147 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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