Question 1

What stocks does ARCADIA WEALTH MANAGEMENT INC hold in its portfolio?

Accepted Answer

ARCADIA WEALTH MANAGEMENT INC's top stock holdings include AAPL, AVUS, DFAC and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ARCADIA WEALTH MANAGEMENT INC's largest stock holdings?

Accepted Answer

ARCADIA WEALTH MANAGEMENT INC's largest stock holdings as of their last filing include AAPL (valued at approximately $2.1 million), AVUS (valued at approximately $47.2 million), DFAC (valued at approximately $42.0 million), UTI (valued at approximately $1.1 million), DFAI (valued at approximately $16.7 million).

Question 3

When was ARCADIA WEALTH MANAGEMENT INC's last SEC filing?

Accepted Answer

ARCADIA WEALTH MANAGEMENT INC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ARCADIA WEALTH MANAGEMENT INC recently bought or sold?

Accepted Answer

ARCADIA WEALTH MANAGEMENT INC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ARCADIA WEALTH MANAGEMENT INC reported?

Accepted Answer

ARCADIA WEALTH MANAGEMENT INC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ARCADIA WEALTH MANAGEMENT INC invest in?

Accepted Answer

ARCADIA WEALTH MANAGEMENT INC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.