Arcadia Wealth Management, Inc.: 13F holdings
CIK 20593392026Q2
| Positions | 58 |
|---|---|
| Reported value | $209.6m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUS AMERICAN CENTY ETF TR | 368,667 | $47.2m | 22.5% |
| DIMENSIONAL ETF TRUST | 947,460 | $42.0m | 20.1% |
| DFAI DIMENSIONAL ETF TRUST | 404,847 | $16.7m | 8.0% |
| AVUV AMERICAN CENTY ETF TR | 83,881 | $10.5m | 5.0% |
| DFSD DIMENSIONAL ETF TRUST | 170,659 | $8.1m | 3.9% |
| DFEM DIMENSIONAL ETF TRUST | 166,772 | $6.8m | 3.2% |
| IVV ISHARES TR | 7,646 | $5.7m | 2.7% |
| DFCF DIMENSIONAL ETF TRUST | 134,631 | $5.7m | 2.7% |
| DIMENSIONAL ETF TRUST | 193,909 | $5.1m | 2.4% |
| AVDE AMERICAN CENTY ETF TR | 53,275 | $4.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059339")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.