Titelia

Holdings of Arcadia Wealth Management, Inc.

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 74.9 % of the equity sleeve

Sector breakdown

  • Funds 2.8 %
  • Technology 2.0 %
  • Consumer discretionary 0.9 %
  • Energy 0.4 %
  • Health care 0.4 %
  • Communication 0.3 %
  • Industrials 0.2 %
  • Consumer staples 0.1 %
  • Unattributed 92.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US52170.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Avantis US Equity ETF 359,26939.9M $
2Dimensional ETF Trust 953,26537M $
3Dimensional ETF Trust 395,58315.4M $
4American Century ETF Trust 82,6289.1M $
5Dimensional ETF Trust 131,3935.5M $
6iShares Core S&P 500 ETF 7,2294.7M $
7Avantis International Equity ETF 52,6934.5M $
8Dimensional ETF Trust 184,4854.4M $
9Avantis Core Fixed Income ETF 93,9303.9M $
10SPDR Series Trust 27,5623.5M $
11Avantis Emerging Markets Equity ETF 42,1603.4M $
12Avantis International Small Cap Value ETF 32,4543.2M $
13Dimensional ETF Trust 82,0053M $
14Avantis Short-Term Fixed Income ETF 60,8102.8M $
15First Trust SMID Cap Rising Dividend Achievers ETF 71,3622.8M $
16Avantis Real Estate ETF 63,7882.8M $
17Vanguard Total Stock Market ETF 7,9952.6M $
18iShares Biotechnology ETF 13,7892.3M $
19Invesco QQQ Trust Series 1 3,6372.1M $
20Apple Inc 7,3031.9M $
21SELECT SECTOR SPDR TRUST (THE) 13,1411.7M $
22First Trust Exchange-Traded Fund IV 33,1061.6M $
23State Street SPDR S&P 500 ETF Trust 2,1521.4M $
24Universal Technical Institute Inc 24,946900.6K $
25Centrus Energy Corp 4,000694.4K $
26Tesla Inc 1,849687.4K $
27Exxon Mobil Corp 4,026683K $
28Pfizer Inc 23,043647K $
29Microsoft Corp 1,580584.7K $
30Meta Platforms Inc 978559.5K $
31Analog Devices Inc 1,740553.5K $
32Home Depot Inc/The 1,432470.8K $
33Amazon.com Inc 2,099437.2K $
34Vanguard FTSE Developed Markets ETF 6,551419.8K $
35AudioEye Inc 63,351403.5K $
36Automatic Data Processing Inc 1,921390.3K $
37Vanguard Total Bond Market ETF 5,043371.4K $
38MSA Safety Inc 2,198360.3K $
39Dimensional ETF Trust 4,826342.2K $
40Vanguard Bond Index Funds 3,743288.9K $
41iShares Core S&P Total U.S. Stock Market ETF 2,008286K $
42Treace Medical Concepts Inc 209,972281.4K $
43Vanguard Growth ETF 580253.3K $
44Costco Wholesale Corp 238237.3K $
45Vanguard Value ETF 1,108217.4K $
46NVIDIA Corp 1,194208.3K $
47Palantir Technologies Inc 1,397204.4K $
48iShares ESG Aware MSCI USA ETF 1,441203.8K $
49Vanguard Short-term Bond Etf 2,584202.6K $
501stdibs.com Inc 31,897175.4K $
51Iovance Biotherapeutics Inc 11,70041.1K $
52SOLUNA HOLDINGS INC 24,30017.2K $