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Arcadia Wealth Management

Latest statistics and disclosures from Arcadia Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VEA, VTV, IWF, VWO, and represent 45.59% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ILCG, IWS, GOVT, IWF, IWD, VOO, IEMG, BAI, DYNF, SCHF.
Started 6 new stock positions in SCHF, SHLD, TSLA, GOVT, BAI, ILCG.
Reduced shares in these 10 stocks: VUG, VTV, VEA, VWO, SPLG, ESGU, VB, IXN, IWP, ACWX.
Sold out of its positions in META, IXN, EMXC, ESGU.
Arcadia Wealth Management was a net buyer of stock by $10M.
Arcadia Wealth Management has $252M in assets under management (AUM), dropping by 10.19%.
Central Index Key (CIK): 0001964226

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	13.0	$33M	-6%	68k	479.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.7	$32M	-4%	535k	59.92	View chart
Vanguard Index Fds Value Etf (VTV)	9.0	$23M	-7%	122k	186.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.0	$15M	+28%	32k	468.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.9	$12M	-5%	226k	54.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$11M	+10%	54k	203.59	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	3.9	$9.7M	-2%	150k	65.01	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	3.7	$9.2M	-6%	118k	78.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.5	$8.9M		181k	49.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.4	$8.5M		108k	78.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$6.3M	-6%	25k	254.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.2	$5.6M	+621%	40k	139.67	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.0	$5.0M	NEW	48k	104.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$4.8M	-4%	48k	100.25	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.7	$4.4M		93k	46.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.7	$4.3M	-8%	30k	142.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$4.3M	+14%	7.0k	612.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.7	$4.2M		54k	78.09	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.6	$4.1M		59k	70.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$4.0M	NEW	171k	23.12	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$2.6M	-5%	25k	106.49	View chart
Amazon (AMZN)	1.0	$2.4M		11k	219.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$2.3M	-10%	8.4k	273.66	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$2.2M	-6%	46k	48.19	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$2.2M	-7%	51k	42.76	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.8M	+40%	28k	65.92	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.8M	-5%	49k	36.35	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$1.7M	-4%	45k	37.77	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.7	$1.6M	+2%	16k	104.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$1.6M	-3%	8.4k	194.50	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.4M	-4%	46k	31.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.4M	-3%	31k	46.12	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.4M	-7%	20k	67.83	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$1.3M	-13%	55k	23.85	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$1.3M	-7%	15k	87.88	View chart
TJX Companies (TJX)	0.5	$1.3M		8.8k	144.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.3M	-5%	11k	113.88	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$1.2M	-4%	39k	31.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$1.1M	+57%	19k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.1M	+27%	9.2k	120.72	View chart
Microsoft Corporation (MSFT)	0.3	$809k		1.6k	517.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$770k	+35%	2.3k	332.80	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$657k	+48%	3.2k	206.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$644k		1.3k	502.74	View chart
Apple (AAPL)	0.2	$626k	-8%	2.5k	254.66	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$508k		17k	29.62	View chart
Trane Technologies SHS (TT)	0.2	$490k		1.2k	421.96	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$460k	+31%	12k	37.86	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$459k	+5%	5.7k	80.17	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$455k	NEW	13k	34.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$414k	-12%	622.00	665.89	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.1	$366k		14k	25.48	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$365k	+29%	3.7k	97.82	View chart
Northeast Bk Lewiston Me (NBN)	0.1	$345k		3.4k	100.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$332k	+14%	1.3k	256.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$330k	NEW	14k	23.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$293k	+4%	3.1k	95.13	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$289k	NEW	4.1k	70.24	View chart
Tesla Motors (TSLA)	0.1	$210k	NEW	471.00	444.72	View chart
Insulet Corporation (PODD)	0.1	$204k		660.00	308.93	View chart

Past Filings by Arcadia Wealth Management

SEC 13F filings are viewable for Arcadia Wealth Management going back to 2022

Arcadia Wealth Management 2025 Q3 filed Nov. 12, 2025
Arcadia Wealth Management 2025 Q2 filed July 18, 2025
Arcadia Wealth Management 2025 Q1 filed May 5, 2025
Arcadia Wealth Management 2024 Q4 filed Jan. 23, 2025
Arcadia Wealth Management 2024 Q3 filed Nov. 7, 2024
Arcadia Wealth Management 2024 Q2 filed July 26, 2024
Arcadia Wealth Management 2024 Q1 filed May 8, 2024
Arcadia Wealth Management 2023 Q4 filed Jan. 23, 2024
Arcadia Wealth Management 2023 Q3 filed Nov. 14, 2023
Arcadia Wealth Management 2023 Q2 filed Aug. 14, 2023
Arcadia Wealth Management 2023 Q1 filed April 20, 2023
Arcadia Wealth Management 2022 Q4 filed Feb. 7, 2023

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