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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

Institutional Manager · CIK 0002059339

Arcadia Wealth Management, Inc.

SMITHTOWN, NY · File #028-25439

Latest AUM
$174.4M
Positions
56
Top-10 Concentration
72.8%
Filings
5

Sector Allocation

Technology
1.8%$3.1M
Financials
1.4%$2.4M
Energy
0.8%$1.5M
Consumer Staples
0.4%$756,359
Healthcare
0.4%$710,841

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072885335,379$37.5M21.56%
2DIMENSIONAL ETF TRUST25434V708940,985$37.3M21.42%
3DIMENSIONAL ETF TRUST25434V203378,900$14.4M8.30%
4AMERICAN CENTY ETF TR02507287781,208$8.3M4.76%
5DIMENSIONAL ETF TRUST25434V864138,447$6.6M3.82%
6DIMENSIONAL ETF TRUST25434V732159,346$5.3M3.03%
7DIMENSIONAL ETF TRUST25434V872115,765$4.9M2.83%
8ISHARES TR4642872006,149$4.2M2.42%
9DIMENSIONAL ETF TRUST25434V823177,609$4.1M2.34%
10AMERICAN CENTY ETF TR02507270349,129$4.0M2.33%
11SPDR SERIES TRUST78464A87029,472$3.6M2.07%
12AMERICAN CENTY ETF TR02507256282,048$3.4M1.98%
13AMERICAN CENTY ETF TR02507260440,717$3.1M1.80%
14DIMENSIONAL ETF TRUST25434V83179,623$3.0M1.74%
15AMERICAN CENTY ETF TR02507280230,709$2.9M1.66%
16AMERICAN CENTY ETF TR02507235660,082$2.6M1.50%
17FIRST TR EXCHANGE-TRADED FD33741X10267,405$2.6M1.49%
18ISHARES TR46428755614,739$2.5M1.43%
19AMERICAN CENTY ETF TR02507268749,642$2.3M1.34%
20VANGUARD INDEX FDS9229087696,892$2.3M1.33%