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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 47.27% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG, VEA, GOVT, VTV, VWO, VB, AGEM, IWD, IVV, IWR.
Started 3 new stock positions in IWR, AGEM, IVV.
Reduced shares in these 10 stocks: IWF, SPYG, IEMG, QUAL, , SCEC, DFAI, DYNF, DUHP, SCHF.
Sold out of its position in PODD.
Arcadia Wealth Management was a net buyer of stock by $13M.
Arcadia Wealth Management has $269M in assets under management (AUM), dropping by 6.62%.
Central Index Key (CIK): 0001964226

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	13.7	$37M	+10%	75k	487.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.6	$37M	+9%	586k	62.47	View chart
Vanguard Index Fds Value Etf (VTV)	9.6	$26M	+10%	135k	190.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.4	$15M	-5%	31k	473.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.0	$14M	+10%	250k	53.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$12M	+3%	55k	210.34	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	3.7	$10M		149k	67.13	View chart
Spdr Series Trust State Street Spd (SPYM)	3.5	$9.4M		117k	80.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.3	$8.9M	+2%	185k	48.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.2	$8.6M		109k	78.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.7	$7.1M	+12%	28k	257.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.4	$6.5M	+66%	284k	23.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.1	$5.7M		41k	141.05	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.8	$5.0M		48k	104.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$4.8M		48k	99.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$4.4M		7.0k	627.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$4.4M		93k	47.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.6	$4.2M		54k	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.5	$4.1M		59k	69.52	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.5	$4.1M		30k	136.94	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$2.7M	+3%	26k	107.11	View chart
Amazon (AMZN)	0.9	$2.5M		11k	230.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.8	$2.3M	-3%	8.2k	276.94	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$2.2M	-2%	45k	47.95	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$2.1M	-2%	49k	42.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.8M	-4%	47k	38.11	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$1.6M	-4%	43k	38.03	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.6M	-14%	24k	67.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.5M		31k	49.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.5M	-2%	45k	32.57	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.4M		20k	71.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.4M	-15%	7.1k	198.61	View chart
TJX Companies (TJX)	0.5	$1.3M		8.8k	153.61	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$1.3M	-20%	13k	106.70	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$1.3M		14k	91.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$1.3M		11k	113.92	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$1.3M	-2%	38k	32.94	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$1.2M		54k	22.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.1M		9.3k	123.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.1M	-6%	18k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$789k	+16%	3.7k	212.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$754k	-4%	2.2k	343.02	View chart
Microsoft Corporation (MSFT)	0.3	$702k	-7%	1.5k	483.47	View chart
Apple (AAPL)	0.2	$615k	-7%	2.3k	271.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$610k	-5%	1.2k	502.65	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$566k		17k	33.02	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$474k		5.8k	82.48	View chart
Trane Technologies SHS (TT)	0.2	$453k		1.2k	389.12	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$442k	-5%	12k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$435k		13k	33.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$409k	-3%	600.00	682.03	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.1	$373k	NEW	9.7k	38.39	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$371k		3.7k	99.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$362k	+11%	1.4k	250.28	View chart
Northeast Bk Lewiston Me (NBN)	0.1	$358k		3.4k	103.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$306k	NEW	447.00	684.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$274k	-5%	2.9k	94.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$264k	-22%	11k	24.04	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$256k	-3%	4.0k	64.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$212k	NEW	2.2k	96.29	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.1	$208k	-43%	8.2k	25.35	View chart
Tesla Motors (TSLA)	0.1	$206k	-2%	458.00	449.72	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 Q4 filed Feb. 3, 2026
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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