Arcadia Wealth Management, Inc.
Arcadia Wealth Management, Inc. reported 58 positions worth $209.6M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AVUS (22.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $47.2M | 22.53% | 368,667 | — | — | |
| ▸ 2 | DFAC | SH | $42.0M | 20.06% | 947,460 | — | — | |
| ▸ 3 | DFAI | SH | $16.7M | 7.97% | 404,847 | — | — | |
| ▸ 4 | AVUV | SH | $10.5M | 4.99% | 83,881 | — | — | |
| ▸ 5 | DFSD | SH | $8.1M | 3.89% | 170,659 | — | — | |
| ▸ 6 | DFEM | SH | $6.8M | 3.23% | 166,772 | — | — | |
| ▸ 7 | IVV | SH | $5.7M | 2.73% | 7,646 | — | — | |
| ▸ 8 | DFCF | SH | $5.7M | 2.71% | 134,631 | — | — | |
| ▸ 9 | DFAR | SH | $5.1M | 2.42% | 193,909 | — | — | |
| ▸ 10 | AVDE | SH | $4.8M | 2.27% | 53,275 | — | — |
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Frequently Asked Questions
What stocks does Arcadia Wealth Management, Inc. hold as of Q2 2026?
Arcadia Wealth Management, Inc. reported 58 positions worth $209.6M in its Q2 2026 13F filing. Largest positions: AVUS (22.5%), DFAC (20.1%), DFAI (8.0%), AVUV (5.0%) and DFSD (3.9%).
What did Arcadia Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Arcadia Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.