Arcadia Wealth Management, Inc.
RIA/Wealth
Arcadia Wealth Management, Inc. is a RIA/Wealth based in Smithtown, NY led by Allison Marie Vanaski, reporting $309.3M in AUM as of Q3 2025 with 93% ETF concentration, 71% concentrated in top 10 holdings, and 22% allocation to DFAC.
CEOAllison Marie Vanaski
- Portfolio Value
- $164.6M
- Positions
- 58
- Top Holding
- DFAC at 22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Arcadia Wealth Management, Inc.'s portfolio (71.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $36.2M | 22.00% | +$887.1 Bought | — 938.8K shares | |
ETF ETF | $34.5M | 20.94% | +$2.3M Bought | — 317.0K shares | |
ETF ETF | $13.0M | 7.88% | +$795.0K Bought | — 356.9K shares | |
ETF ETF | $7.8M | 4.75% | +$351.4K Bought | — 78.6K shares | |
ETF ETF | $5.5M | 3.32% | +$644.9K Bought | — 113.4K shares | |
ETF ETF | $4.8M | 2.92% | +$269.8K Bought | — 149.8K shares | |
ETF ETF | $4.3M | 2.61% | +$349.8K Bought | — 100.4K shares | |
ETF ETF | $3.9M | 2.40% | +$169.4K Bought | — 165.3K shares | |
ETF ETF | $3.7M | 2.24% | +$368.1K Bought | — 5.5K shares | |
ETF ETF | $3.6M | 2.18% | +$159.1K Bought | — 45.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Arcadia Wealth Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-48.05% | |
-38.46% | |
-10.1% | |
-7.46% | |
-3.82% |
Analytics
Portfolio insights and performance metrics for Arcadia Wealth Management, Inc.
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