Arcadia Wealth Management, Inc.
•CIK: 2059339•Filing: Q4 2025
**Arcadia Wealth Management, Inc.** manages $174M across a portfolio of 56 positions. The strategy exhibits a significant concentration in specific thematic areas, notably evidenced by the top holdings of AVUS ($37.5M) and DFAC ($37.3M). Further allocations include substantial positions in DFAI ($14.4M) and AVUV ($8.3M). This structure suggests a focused, conviction-driven approach within its current mandate.
Total AUM
$174.4M
QoQ Performance
+5.9%
Positions
34
Top 10 Concentration
72.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
DFAC
DFAI
AVUS21.5%
DFAC21.4%
DFAI8.3%
AVUV4.7%
DFSD3.8%
DFEM3.0%
DFCF2.8%
IVV2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.3%
ETF3.2%
Technology1.5%
Healthcare0.3%
Energy0.3%
Consumer0.2%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑23 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024