Arcadia Wealth Management, Inc.
Arcadia Wealth Management, Inc. reported 58 holdings worth US$210M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Arcadia Wealth Management, Inc. reported 58 holdings worth US$210M as of Jun 30, 2026. Largest: Apple Inc, Universal Technical Institute Inc and Treace Medical Concepts, Inc. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$210M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,391 | US$2.14M | 1.0% |
| Universal Technical Institute Inc | 24,946 | US$1.07M | 0.51% |
| Treace Medical Concepts, Inc. | 210K | US$836K | 0.40% |
| Tesla, Inc. | 1,849 | US$778K | 0.37% |
| Analog Devices, Inc. | 1,740 | US$691K | 0.33% |
| Centrus Energy Corp. | 4,000 | US$671K | 0.32% |
| Microsoft Corp. | 1,580 | US$589K | 0.28% |
| Meta Platforms, Inc. | 1,013 | US$571K | 0.27% |
| Amazon.com, Inc. | 2,247 | US$536K | 0.26% |
| Pfizer, Inc. | 22,043 | US$531K | 0.25% |
| Home Depot, Inc. (the) | 1,432 | US$505K | 0.24% |
| Automatic Data Processing, Inc. | 1,921 | US$430K | 0.21% |
| Msa Safety Incorporated | 2,198 | US$384K | 0.18% |
| Audioeye, Inc. | 63,351 | US$368K | 0.18% |
| Nvidia Corporation | 1,291 | US$258K | 0.12% |
| Ge Vernova Inc. | 205 | US$241K | 0.11% |
| Costco Wholesale Corporation | 238 | US$223K | 0.11% |
| Broadcom Inc. | 560 | US$212K | 0.10% |
| Advanced Micro Devices Inc | 361 | US$210K | 0.10% |
| Visa Inc. | 605 | US$208K | 0.10% |
| 1stdibs.com, Inc. | 31,897 | US$156K | 0.07% |
| Iovance Biotherapeutics, Inc. | 11,700 | US$48,672 | 0.02% |
| Soluna Holdings, Inc. | 24,300 | US$32,805 | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |