Holdings
Arcadia Wealth Management, Inc.
As of Jun 30, 2026, Arcadia Wealth Management, Inc. reported 23 positions worth US$11.7M. Largest: Apple Inc, Universal Technical Institute Inc and Treace Medical Concepts, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,391 | US$2.14M | +88 | Jun 30, 2026 |
| Universal Technical Institute Inc | 24,946 | US$1.07M | no change | Jun 30, 2026 |
| Treace Medical Concepts, Inc. | 210K | US$836K | no change | Jun 30, 2026 |
| Tesla, Inc. | 1,849 | US$778K | no change | Jun 30, 2026 |
| Analog Devices, Inc. | 1,740 | US$691K | no change | Jun 30, 2026 |
| Centrus Energy Corp. | 4,000 | US$671K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,580 | US$589K | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,013 | US$571K | +35 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,247 | US$536K | +148 | Jun 30, 2026 |
| Pfizer, Inc. | 22,043 | US$531K | −1,000 | Jun 30, 2026 |