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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 Q3 2025 · Filed November 4, 2025 · Accession 0001951757-25-001267

Total Value
$164.6M
Positions
59
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (59)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V708938,769$36.2M21.99%
2AMERICAN CENTY ETF TR025072885317,005$34.5M20.93%
3DIMENSIONAL ETF TRUST25434V203356,891$13.0M7.88%
4AMERICAN CENTY ETF TR02507287778,608$7.8M4.75%
5DIMENSIONAL ETF TRUST25434V864113,388$5.5M3.32%
6DIMENSIONAL ETF TRUST25434V732149,783$4.8M2.92%
7DIMENSIONAL ETF TRUST25434V872100,433$4.3M2.61%
8DIMENSIONAL ETF TRUST25434V823165,297$3.9M2.39%
9ISHARES TR4642872005,518$3.7M2.24%
10AMERICAN CENTY ETF TR02507270345,516$3.6M2.18%
11SPDR SERIES TRUST78464A87030,452$3.1M1.85%
12DIMENSIONAL ETF TRUST25434V83179,627$3.0M1.83%
13AMERICAN CENTY ETF TR02507260438,878$2.9M1.77%
14AMERICAN CENTY ETF TR02507256268,171$2.9M1.74%
15AMERICAN CENTY ETF TR02507280230,149$2.7M1.63%
16AMERICAN CENTY ETF TR02507235654,527$2.4M1.47%
17FIRST TR EXCHANGE-TRADED FD33741X10263,390$2.4M1.46%
18INVESCO QQQ TRIVZ3,779$2.3M1.38%
19SELECT SECTOR SPDR TR81369Y8037,681$2.2M1.31%
20ISHARES TR46428755614,917$2.2M1.31%
21VANGUARD INDEX FDS9229087696,418$2.1M1.28%
22AMERICAN CENTY ETF TR02507268741,259$1.9M1.18%
23FIRST TR EXCHANGE-TRADED FD33739Q20035,067$1.7M1.06%
24TREACE MED CONCEPTS INC89455T109209,972$1.4M0.86%
25SPDR S&P 500 ETF TRSPY2,049$1.4M0.83%
26CENTRUS ENERGY CORPLEU4,000$1.2M0.75%
27APPLE INCAAPL3,684$938,0410.57%
28UNIVERSAL TECHNICAL INST INCUTI26,946$877,0920.53%
29MICROSOFT CORPMSFT1,675$867,3220.53%
30META PLATFORMS INCMETA980$719,6920.44%
31TESLA INCTSLA1,575$700,4340.43%
32AUDIOEYE INCAEYE47,351$656,2850.40%
33PFIZER INCPFE23,150$589,8620.36%
34AUTOMATIC DATA PROCESSING INADP1,921$563,8480.34%
35EXXON MOBIL CORPXOM4,061$457,9020.28%
36VANGUARD SCOTTSDALE FDS92206C5655,925$412,7570.25%
37VANGUARD TAX-MANAGED FDS9219438586,551$392,5360.24%
38VANGUARD BD INDEX FDS9219378355,056$376,0150.23%
39VANGUARD WORLD FD92204A702474$353,9030.21%
40AMAZON COM INCAMZN1,611$353,7970.21%
41DIMENSIONAL ETF TRUST25434V4014,826$349,5950.21%
42ISHARES TR4642871502,040$297,1260.18%
43VANGUARD BD INDEX FDS9219378193,743$292,2910.18%
44VANGUARD INDEX FDS922908736580$278,1740.17%
45JPMORGAN CHASE & CO.VYLD711$224,1230.14%
46BROADCOM INCAVGO660$217,7410.13%
47VANGUARD INDEX FDS9229087441,158$215,9550.13%
48NVIDIA CORPORATIONNVDA1,144$213,5260.13%
49ISHARES TR46435G4251,441$209,8640.13%
50VISA INCV605$206,5350.13%
51VANGUARD BD INDEX FDS9219378272,584$203,9030.12%
52PALANTIR TECHNOLOGIES INCPLTR1,097$200,1150.12%
53WEAVE COMMUNICATIONS INCWEAV13,500$90,1800.05%
541STDIBS COM INCDIBS31,897$82,6130.05%
55GOOD TIMES RESTAURANTS INCGTIM49,635$81,4010.05%
56CURIOSITYSTREAM INCCURI10,797$57,2240.03%
57MARCHEX INCMCHX29,050$52,0000.03%
58SOLUNA HOLDINGS INCSLNHP19,800$46,5300.03%
59IOVANCE BIOTHERAPEUTICS INCIOVA15,750$34,1780.02%