Arcadia Wealth Management, Inc. Portfolio Holdings by Sector
Arcadia Wealth Management, Inc.
- $165 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC AVUS DFAI AVUV DFSD DFEM DFCF DFAR 33 stocks |
$149 Million
92.02% of portfolio
|
20
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.11 Million
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
TMCI 1 stocks |
$1.41 Million
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU 1 stocks |
$1.24 Million
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.07 Million
0.66% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$938,041
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UTI 1 stocks |
$877,092
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
AEYE WEAV 2 stocks |
$746,465
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$719,692
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$700,434
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$589,862
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$563,848
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$457,902
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN DIBS 2 stocks |
$436,410
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$431,267
0.27% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$224,123
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$206,535
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
GTIM 1 stocks |
$81,401
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
CURI 1 stocks |
$57,224
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
MCHX 1 stocks |
$52,000
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
IOVA 1 stocks |
$34,178
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|