Arcadia Wealth Management, Inc. has filed its 13F form on March 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 50 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 $30.7B, American Centy ETF Tr Avantis with a value of $23B, Dimensional ETF Tr with a value of $7.39B, American Centy ETF Tr Avantis with a value of $6.1B, and Dimensional ETF Tr Dimensional with a value of $3.23B.

Examining the 13F form we can see an increase of $118B in the current position value.

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 $118 Billion
ETFs: $108 Billion
Technology: $3.41 Billion
Consumer Cyclical: $1.33 Billion
Energy: $870 Million
Consumer Defensive: $713 Million
Communication Services: $668 Million
Healthcare: $664 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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