13F Filings History of Arcadia Wealth Management, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$174,360,503
Signature - Title
Allison Vanaski - Chief Compliance Officer
Location
Smithtown, NY
Summary
This page shows a list of all the recent 13F filings made by Arcadia Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Arcadia Wealth Management, Inc. reported 56 stock holdings with total value $174,360,503 as of Q4 2025. Top holdings included AVUS, DFAC, DFAI, AVUV, and DFSD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $174,360,503 +$9,729,949 -$1,758,830 +$7,971,119 AVUS, DFAC, DFAI, AVUV, DFSD 13F-HR 10 Feb 2026, 17:03
Q3 2025 59 $164,633,656 +$8,697,675 -$2,056,225 +$6,641,450 DFAC, AVUS, DFAI, AVUV, DFSD 13F-HR 04 Nov 2025, 08:43
Q2 2025 53 $146,784,588 +$8,880,248 -$280,284 +$8,599,964 DFAC, AVUS, DFAI, AVUV, DFSD 13F-HR 04 Aug 2025, 08:42
Q1 2025 55 $128,241,899 +$14,681,516 -$266,745 +$14,414,771 DFAC, AVUS, DFAI, AVUV, DFSD 13F-HR 12 May 2025, 10:20
Q4 2024 50 $117,665,652 $0 $0 $0 DFAC, AVUS, DFAI, AVUV, DFAR 13F-HR 06 Mar 2025, 15:30