Arcadia Wealth Management, Inc. ETF holdings
Smithtown, NY
Reported $197.6M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$197.6M
ETFs held
34
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
94.3%
of $209.6M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUS | Avantis US Equity ETF | $47.2M | 368,667 | +9,398 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $42.0M | 947,460 | −5,805 shares |
| DFAI | Dimensional International Core Equity Market ETF | $16.7M | 404,847 | +9,264 shares |
| AVUV | Avantis US Small Cap Value ETF | $10.5M | 83,881 | +1,253 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $8.1M | 170,659 | +8,376 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $6.8M | 166,772 | +2,335 shares |
| IVV | iShares Core S&P 500 ETF | $5.7M | 7,646 | +417 shares |
| DFCF | Dimensional Core Fixed Income ETF | $5.7M | 134,631 | +3,238 shares |
| DFAR | Dimensional US Real Estate ETF | $5.1M | 193,909 | +9,424 shares |
| AVDE | Avantis International Equity ETF | $4.8M | 53,275 | +582 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002059339. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Arcadia Wealth Management, Inc. own?
Arcadia Wealth Management, Inc. reported 34 ETF positions worth $197.6M in its Form 13F for June 30, 2026. The largest was AVUS, at $47.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.