Arcadia Wealth Management
Arcadia Wealth Management reported 58 stocks worth $210M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AVUS (22.5%), Dimensional ETF Trust (20.1%) and DFAI (8.0%). Compared with Q1 2026, the fund opened new positions in SOXX, NBIS and GEV, added to AVUS, DFAI and AVUV, trimmed XBI, AVEM and AVRE and sold out of XOM, PLTR and BSV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUS Avantis U.s. Equity ETF | $47.2M | 22.5% | 369K | +9,398 (+3%) | 7 of 7 | |
| 2 | DIMENSIONAL ETF TRUST | $42M | 20.1% | 947K | −5,805 (−1%) | 7 of 7 | |
| 3 |  DFAI Dimensional Intern Core | $16.7M | 8.0% | 405K | +9,264 (+2%) | 7 of 7 | |
| 4 |  AVUV American Centy ETF TR | $10.5M | 5.0% | 84K | +1,253 (+2%) | 7 of 7 | |
| 5 |  DFSD Dimensional Shrt Drt Fxd | $8.1M | 3.9% | 171K | +8,376 (+5%) | 7 of 7 | |
| 6 |  DFEM Dimensional ETF Trust | $6.8M | 3.2% | 167K | +2,335 (+1%) | 7 of 7 | |
| 7 |  IVV Ishares TR | $5.7M | 2.7% | 7,646 | +417 (+6%) | 7 of 7 | |
| 8 |  DFCF Dimensional Core Fixed | $5.7M | 2.7% | 135K | +3,238 (+2%) | 7 of 7 | |
| 9 | DIMENSIONAL US REAL | $5.1M | 2.4% | 194K | +9,424 (+5%) | 7 of 7 | |
| 10 |  AVDE American Centy ETF TR | $4.8M | 2.3% | 53K | +582 (+1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arcadia Wealth Management 13F FAQ
What does Arcadia Wealth Management own?
Arcadia Wealth Management reported 58 stocks worth $210M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AVUS (22.5%), Dimensional ETF Trust (20.1%) and DFAI (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Arcadia Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 23 added to, 12 trimmed and 3 sold out. New positions include SOXX, NBIS and GEV. It sold all of XOM, PLTR and BSV.
When will Arcadia Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Arcadia Wealth Management's portfolio worth?
The Q2 2026 filing reports $210M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.