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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Arcadia Wealth Management, Inc.

Quarter ended Q1 2025 · Filed March 6, 2025 · Accession 0001951757-25-000277

Total Value
$117.7M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V708888,650$30.7M26.12%
2AMERICAN CENTY ETF TR025072885236,963$23.0M19.52%
3DIMENSIONAL ETF TRUST25434V203253,147$7.4M6.28%
4AMERICAN CENTY ETF TR02507287763,167$6.1M5.18%
5DIMENSIONAL ETF TRUST25434V823138,731$3.2M2.74%
6DIMENSIONAL ETF TRUST25434V86466,690$3.1M2.66%
7DIMENSIONAL ETF TRUST25434V87274,926$3.1M2.63%
8SPDR SER TR78464A87032,701$2.9M2.50%
9DIMENSIONAL ETF TRUST25434V732106,019$2.8M2.36%
10AMERICAN CENTY ETF TR02507270339,315$2.4M2.05%
11ISHARES TR46428755615,866$2.1M1.78%
12AMERICAN CENTY ETF TR02507256251,585$2.1M1.78%
13AMERICAN CENTY ETF TR02507235648,724$2.0M1.74%
14DIMENSIONAL ETF TRUST25434V83158,044$2.0M1.67%
15AMERICAN CENTY ETF TR02507260432,896$1.9M1.64%
16SELECT SECTOR SPDR TR81369Y8038,086$1.9M1.60%
17APPLE INCAAPL7,205$1.8M1.53%
18AMERICAN CENTY ETF TR02507280226,953$1.8M1.49%
19FIRST TR EXCHANGE-TRADED FD33739Q20032,123$1.6M1.33%
20ISHARES TR4642872002,575$1.5M1.29%
21INVESCO QQQ TRIVZ2,911$1.5M1.26%
22VANGUARD INDEX FDS9229087694,465$1.3M1.10%
23AMERICAN CENTY ETF TR02507268724,757$1.1M0.97%
24FIRST TR EXCHANGE-TRADED FD33741X10229,064$1.0M0.89%
25SPDR S&P 500 ETF TRSPY1,622$950,6220.81%
26AUDIOEYE INCAEYE47,351$720,2090.61%
27UNIVERSAL TECHNICAL INST INCUTI27,746$713,3500.61%
28TESLA INCTSLA1,692$683,2970.58%
29MICROSOFT CORPMSFT1,596$672,5150.57%
30META PLATFORMS INCMETA1,025$600,1480.51%
31VANGUARD SCOTTSDALE FDS92206C5657,797$531,6770.45%
32PFIZER INCPFE19,850$526,6200.45%
33EXXON MOBIL CORPXOM4,061$436,8010.37%
34CENTRUS ENERGY CORPLEU6,500$432,9650.37%
35AMAZON COM INCAMZN1,845$404,8440.34%
36VANGUARD TAX-MANAGED FDS9219438586,551$313,2690.27%
37DIMENSIONAL ETF TRUST25434V4014,826$307,6580.26%
38VANGUARD BD INDEX FDS9219378354,063$292,1700.25%
39VANGUARD BD INDEX FDS9219378193,743$279,7140.24%
40ISHARES TR4642871502,040$262,3850.22%
41VANGUARD INDEX FDS922908736580$238,0550.20%
42WEAVE COMMUNICATIONS INCWEAV13,500$214,9200.18%
43VANGUARD INDEX FDS9229087441,218$206,2070.18%
44GOOD TIMES RESTAURANTS INCGTIM49,635$128,5550.11%
45IOVANCE BIOTHERAPEUTICS INCIOVA15,750$116,5500.10%
461STDIBS COM INCDIBS31,897$112,9150.10%
47MARCHEX INCMCHX29,050$50,8380.04%
48SOLUNA HOLDINGS INCSLNHP19,800$41,5800.04%
49AMARIN CORP PLCAMRN42,834$20,7740.02%
50CURIOSITYSTREAM INCCURI10,797$16,5190.01%