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Allison Vanaski

Arcadia Wealth Management, Inc.

Assets Managed
$184.786M
Holdings
55
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
5.98%(2Q avg: 5.95%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Arcadia Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Arcadia Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 184.786M in assets, with a quarterly growth rate of 5.98% and a 2-quarter average growth rate of 5.95%. The portfolio is managed by Allison Vanaski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 7.13%
21.62%
$39.943M
359,269 shares@ $111.18 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.31%
20.05%
$37.044M
953,265 shares@ $38.87 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 4.41%
8.35%
$15.412M
395,583 shares@ $38.96 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.75%
4.94%
$9.128M
82,628 shares@ $110.48 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 17.22%
4.21%
$7.77M
162,283 shares@ $47.88 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 3.2%
3.08%
$5.681M
164,437 shares@ $34.56 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 13.5%
3.01%
$5.547M
131,393 shares@ $42.22 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 17.57%
2.56%
$4.722M
7,229 shares@ $653.22 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 7.26%
2.42%
$4.47M
52,693 shares@ $84.84 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 3.88%
2.37%
$4.363M
184,485 shares@ $23.65 avg price

1-10 of 55