Institutional Fund
Arcadia Wealth Management, Inc.
Smithtown, NYCIK 20593396 filings on record
Portfolio Value
$184.79M
Q1 2026
Holdings
55
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+6.0%
from $174.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr21.6%
- Dimensional ETF Trust20.0%
- Dimensional ETF Trust8.3%
- American Centy ETF Tr4.9%
- Dimensional ETF Trust4.2%
- Dimensional ETF Trust3.1%
- Other37.8%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 359.3K | $39.94M | 21.6% | +23.9K | Added |
| 2 | Dimensional ETF Trust | 953.3K | $37.04M | 20.0% | +12.3K | Added |
| 3 | Dimensional ETF Trust | 395.6K | $15.41M | 8.3% | +16.7K | Added |
| 4 | American Centy ETF Tr | 82.6K | $9.13M | 4.9% | +1.4K | Added |
| 5 | Dimensional ETF Trust | 162.3K | $7.77M | 4.2% | +23.8K | Added |
| 6 | Dimensional ETF Trust | 164.4K | $5.68M | 3.1% | +5.1K | Added |
| 7 | Dimensional ETF Trust | 131.4K | $5.55M | 3.0% | +15.6K | Added |
| 8 | Ishares Tr | 7.2K | $4.72M | 2.6% | +1.1K | Added |
| 9 | American Centy ETF Tr | 52.7K | $4.47M | 2.4% | +3.6K | Added |
| 10 | Dimensional ETF Trust | 184.5K | $4.36M | 2.4% | +6.9K | Added |
45 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio