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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, SPYM, GOVT, and represent 45.74% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$34M), IWF (+$9.5M), SPYM (+$5.9M), GOVT, ACWX, CORO, DYNF, IVW, ILCG, QQQ.
Started 6 new stock positions in IUSB, QQQ, PLTR, VT, AXTI, CVS.
Reduced shares in these 10 stocks: IWP, QUAL, VOO, DFSD, DFCF, DFAI, IWR, DUHP, VTI, OEF.
Sold out of its positions in SCEC, OEF, IWR, USMV, SCHF, SCEP, VTI.
Arcadia Wealth Management was a net buyer of stock by $58M.
Arcadia Wealth Management has $319M in assets under management (AUM), dropping by 15.27%.
Central Index Key (CIK): 0001964226

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	12.8	$41M	+494%	473k	86.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.4	$40M		555k	71.25	View chart
Vanguard Index Fds Value Etf (VTV)	9.3	$30M		136k	217.93	View chart
Spdr Series Trust St Str P500etf (SPYM)	6.0	$19M	+44%	218k	87.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	5.2	$17M	+29%	729k	22.78	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	5.1	$16M	+17%	214k	76.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.5	$14M		241k	59.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.1	$13M	+261%	106k	124.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.2	$10M	+7%	212k	48.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$9.9M	+3%	41k	242.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$9.7M	+7%	124k	77.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$8.9M		29k	303.12	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.2	$7.2M	+17%	61k	117.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.2	$7.0M	+3%	43k	164.60	View chart
Sterling Cap Fds National Muni Bd (SCNM)	1.7	$5.5M		218k	25.15	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.5	$4.8M	+7%	102k	46.81	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.5	$4.7M	+7%	68k	68.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$4.6M	+6%	61k	76.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$4.4M	-12%	6.4k	686.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$3.0M	+4%	30k	98.98	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.9	$2.7M	+164%	75k	36.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$2.7M	+68%	20k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.8	$2.6M	+76%	39k	68.01	View chart
Amazon (AMZN)	0.8	$2.4M	-5%	10k	238.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$2.2M	-4%	7.7k	290.63	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.8M		22k	82.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$1.7M	+57%	7.6k	227.06	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.5	$1.6M	-17%	33k	47.75	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.5	$1.5M	-18%	37k	42.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.5M	-14%	37k	40.21	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.5	$1.5M		12k	118.99	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$1.5M		14k	105.16	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.4M	-13%	25k	54.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.4M	+14%	11k	124.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.3M	-19%	33k	41.25	View chart
TJX Companies (TJX)	0.4	$1.3M		8.8k	151.50	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$1.3M	-19%	31k	41.73	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$1.2M	+35%	22k	52.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.1M	-11%	15k	76.55	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.4	$1.1M	-16%	43k	26.16	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$1.1M	-14%	31k	35.03	View chart
Broadcom (AVGO)	0.3	$995k	-5%	2.6k	377.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$891k	-43%	4.1k	219.44	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$796k	+28%	19k	43.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$759k	+16%	2.2k	342.89	View chart
Apple (AAPL)	0.2	$753k	+11%	2.6k	289.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$744k	-84%	5.1k	146.41	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$719k	+154%	14k	50.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$717k	NEW	974.00	736.45	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$666k	+127%	11k	59.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$607k		1.2k	500.39	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$518k		17k	30.17	View chart
Microsoft Corporation (MSFT)	0.2	$510k	-13%	1.4k	373.00	View chart
Trane Technologies SHS (TT)	0.1	$477k	-16%	972.00	491.00	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$469k		5.3k	89.01	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.1	$461k	-3%	9.3k	49.38	View chart
Northeast Bk Lewiston Me (NBN)	0.1	$457k		3.4k	132.53	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$443k		3.7k	121.43	View chart
Palantir Technologies Cl A (PLTR)	0.1	$442k	NEW	3.8k	116.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$431k	-30%	577.00	746.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$390k	NEW	2.5k	156.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$342k	+6%	457.00	749.17	View chart
Axt (AXTI)	0.1	$303k	NEW	4.2k	72.08	View chart
CVS Caremark Corporation (CVS)	0.1	$254k	NEW	2.5k	103.46	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$246k	NEW	5.3k	46.15	View chart

Past Filings by Arcadia Wealth Management

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

Arcadia Wealth Management 2026 Q2 filed July 20, 2026
Arcadia Wealth Management 2026 Q1 filed April 27, 2026
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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