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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 May 12, 2025 · Accession 0001951757-25-000533

Total Value
$128.2M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V708910,085$30.0M23.41%
2AMERICAN CENTY ETF TR025072885266,415$24.6M19.19%
3DIMENSIONAL ETF TRUST25434V203314,830$9.8M7.67%
4AMERICAN CENTY ETF TR02507287770,516$6.1M4.79%
5DIMENSIONAL ETF TRUST25434V86488,516$4.2M3.28%
6DIMENSIONAL ETF TRUST25434V87287,482$3.7M2.87%
7DIMENSIONAL ETF TRUST25434V823151,479$3.6M2.81%
8DIMENSIONAL ETF TRUST25434V732133,207$3.5M2.75%
9AMERICAN CENTY ETF TR02507270341,834$2.8M2.16%
10SPDR SER TR78464A87031,796$2.6M2.01%
11AMERICAN CENTY ETF TR02507256257,474$2.4M1.85%
12DIMENSIONAL ETF TRUST25434V83168,314$2.3M1.77%
13AMERICAN CENTY ETF TR02507235650,772$2.2M1.70%
14ISHARES TR4642872003,834$2.2M1.68%
15AMERICAN CENTY ETF TR02507260435,346$2.1M1.66%
16AMERICAN CENTY ETF TR02507280229,219$2.0M1.59%
17ISHARES TR46428755615,682$2.0M1.56%
18TREACE MED CONCEPTS INC89455T109209,972$1.8M1.37%
19FIRST TR EXCHANGE-TRADED FD33739Q20034,211$1.7M1.31%
20SELECT SECTOR SPDR TR81369Y8038,086$1.7M1.30%
21INVESCO QQQ TRIVZ3,396$1.6M1.24%
22APPLE INCAAPL7,091$1.6M1.23%
23FIRST TR EXCHANGE-TRADED FD33741X10241,443$1.4M1.08%
24AMERICAN CENTY ETF TR02507268729,561$1.4M1.08%
25VANGUARD INDEX FDS9229087694,821$1.3M1.03%
26SPDR S&P 500 ETF TRSPY2,009$1.1M0.88%
27UNIVERSAL TECHNICAL INST INCUTI27,746$712,5170.56%
28AUTOMATIC DATA PROCESSING INADP2,034$621,3740.48%
29MICROSOFT CORPMSFT1,596$598,9460.47%
30PFIZER INCPFE23,150$586,6210.46%
31META PLATFORMS INCMETA995$573,4780.45%
32AUDIOEYE INCAEYE47,351$525,5960.41%
33EXXON MOBIL CORPXOM4,061$482,9530.38%
34TESLA INCTSLA1,692$438,4990.34%
35VANGUARD SCOTTSDALE FDS92206C5656,095$419,3970.33%
36CENTRUS ENERGY CORPLEU6,500$404,3650.32%
37AMAZON COM INCAMZN1,792$341,0060.27%
38VANGUARD TAX-MANAGED FDS9219438586,551$332,9870.26%
39VANGUARD BD INDEX FDS9219378354,228$310,5470.24%
40DIMENSIONAL ETF TRUST25434V4014,826$291,8760.23%
41VANGUARD BD INDEX FDS9219378193,743$286,6010.22%
42ISHARES TR4642871502,040$248,9000.19%
43VANGUARD INDEX FDS922908736580$215,0760.17%
44VANGUARD INDEX FDS9229087441,218$210,3970.16%
45VISA INCV582$203,9680.16%
46VANGUARD BD INDEX FDS9219378272,584$202,2760.16%
47WEAVE COMMUNICATIONS INCWEAV13,500$149,7150.12%
48GOOD TIMES RESTAURANTS INCGTIM49,635$122,1020.10%
491STDIBS COM INCDIBS31,897$96,9670.08%
50JOBY AVIATION INCJOBY-WT13,000$78,2600.06%
51IOVANCE BIOTHERAPEUTICS INCIOVA15,750$52,4480.04%
52MARCHEX INCMCHX29,050$47,3520.04%
53CURIOSITYSTREAM INCCURI10,797$28,9360.02%
54AMARIN CORP PLCAMRN42,834$19,1940.01%
55SOLUNA HOLDINGS INCSLNHP19,800$12,6320.01%