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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, GOVT, SPLG, and represent 49.49% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ACWX, VEA, DFAI, IJH, VWO, VUG, VTV, SPLG, DFIV, BNDX.
Started 3 new stock positions in DFAI, BA, TSLA.
Reduced shares in these 10 stocks: IWF, AMZN, GOVT, GOOG, IWY, , RTX, IWX, MSFT, AAPL.
Sold out of its positions in GOOG, RTX, SPTI.
Arcadia Wealth Management was a net buyer of stock by $9.6M.
Arcadia Wealth Management has $198M in assets under management (AUM), dropping by 4.00%.
Central Index Key (CIK): 0001964226

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 62 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	13.8	$27M	+2%	67k	410.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.0	$24M	+7%	495k	47.82	View chart
Vanguard Index Fds Value Etf (VTV)	10.7	$21M	+2%	125k	169.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	8.6	$17M	-3%	738k	22.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.4	$8.8M	+7%	127k	68.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.3	$8.5M	+9%	193k	44.04	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.0	$8.0M	+6%	162k	49.05	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	3.7	$7.3M	+148%	141k	52.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.7	$7.3M	+5%	95k	77.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$6.0M	+4%	25k	240.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.1	$4.2M	+2%	33k	126.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$3.9M	+53%	62k	62.31	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.9	$3.8M	+3%	84k	45.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.8	$3.5M	+4%	47k	74.73	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.7	$3.4M	+4%	50k	68.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$3.0M		5.6k	538.85	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$2.9M		27k	106.55	View chart
Amazon (AMZN)	1.4	$2.7M	-22%	12k	219.39	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.2	$2.3M	-9%	9.8k	235.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$2.2M	+4%	46k	46.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$2.1M	+4%	51k	41.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.6M	+2%	8.9k	178.09	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.8	$1.6M	+22%	46k	33.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.4M	NEW	49k	29.20	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$1.3M	+6%	57k	23.27	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.7	$1.3M	-4%	17k	79.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.3M		2.4k	511.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$1.2M		12k	96.83	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.1M	+70%	45k	25.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.1M	+2%	21k	52.47	View chart
TJX Companies (TJX)	0.5	$1.1M		8.8k	120.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.5	$1.0M	+14%	12k	87.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$1000k	+102%	28k	35.48	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$888k	+81%	36k	24.55	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$860k	+33%	17k	52.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$770k		7.6k	101.53	View chart
Microsoft Corporation (MSFT)	0.4	$759k	-7%	1.8k	421.53	View chart
Apple (AAPL)	0.4	$745k	-7%	3.0k	250.43	View chart
Palantir Technologies Cl A (PLTR)	0.4	$704k		9.3k	75.63	View chart
NVIDIA Corporation (NVDA)	0.4	$701k	-7%	5.2k	134.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$681k		1.00	680920.00	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$678k		13k	51.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$616k	-6%	4.8k	129.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$583k	-6%	1.3k	453.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$556k	+40%	4.3k	128.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$491k		1.7k	289.87	View chart
Trane Technologies SHS (TT)	0.2	$453k		1.2k	369.21	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$453k		1.6k	288.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$413k	+2%	7.4k	55.45	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$390k	+6%	4.6k	84.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$383k		5.9k	64.47	View chart
Northeast Bk Lewiston Me (NBN)	0.2	$366k		4.0k	91.73	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$346k		17k	20.14	View chart
Meta Platforms Cl A (META)	0.2	$342k	-4%	585.00	585.28	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$259k	-3%	2.9k	89.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$256k	+9%	1.2k	206.92	View chart
Tesla Motors (TSLA)	0.1	$236k	NEW	584.00	403.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$225k	+6%	383.00	586.23	View chart
Boeing Company (BA)	0.1	$223k	NEW	1.3k	176.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$220k	-94%	547.00	401.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$200k	-4%	3.4k	58.19	View chart
Axt (AXTI)	0.0	$29k		13k	2.17	View chart

Past Filings by Arcadia Wealth Management

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

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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