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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 VEA, VUG, VTV, VWO, GOVT, and represent 44.55% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GOVT (+$6.4M), SCNM (+$5.5M), SPYM, ACWX, VUG, CORO, AVGO, BNDX, BSV, VB.
Started 6 new stock positions in VTI, AVGO, CORO, BLCR, SCEP, SCNM.
Reduced shares in these 10 stocks: IWD, MUB, AGG, VEA, IWF, VWO, OEF, EFV, DFAI, DFSD.
Sold out of its positions in MUB, TSLA.
Arcadia Wealth Management was a net buyer of stock by $13M.
Arcadia Wealth Management has $276M in assets under management (AUM), dropping by 2.82%.
Central Index Key (CIK): 0001964226

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	13.0	$36M	-4%	559k	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	12.6	$35M	+5%	80k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	9.6	$27M		136k	196.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.7	$13M	-3%	241k	54.05	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.7	$13M	+97%	562k	22.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.5	$13M	-4%	29k	426.40	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	4.5	$12M	+22%	182k	68.47	View chart
Spdr Series Trust State Street Spd (SPYM)	4.2	$12M	+28%	151k	76.54	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.4	$9.5M	+7%	198k	48.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$9.1M	+5%	116k	78.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$8.4M	-28%	40k	213.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$7.7M	+6%	29k	261.92	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.2	$6.0M	+2%	42k	145.74	View chart
Sterling Cap Fds National Muni Bd (SCNM)	2.0	$5.5M	NEW	220k	24.86	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.8	$5.0M	+9%	52k	95.48	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.6	$4.5M	+2%	95k	46.95	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.6	$4.4M	+7%	64k	68.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.6	$4.4M	+4%	57k	77.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$4.4M	+4%	7.3k	597.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.5	$4.2M	+9%	33k	128.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$2.8M	-40%	29k	99.27	View chart
Amazon (AMZN)	0.8	$2.2M		11k	208.27	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$2.0M		8.0k	248.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.7	$1.9M	-10%	40k	47.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$1.9M	-9%	45k	42.22	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.6M	-12%	41k	38.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$1.5M	-4%	29k	52.78	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.5M	-9%	22k	69.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.5M	-4%	43k	33.86	View chart
TJX Companies (TJX)	0.5	$1.4M		8.8k	159.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$1.4M	-11%	38k	36.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.4M		7.2k	191.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.3M	+25%	12k	113.11	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.5	$1.3M	-3%	14k	92.67	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$1.3M	+20%	22k	58.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.3M	-15%	17k	74.35	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$1.2M	-4%	52k	23.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.2M	-4%	36k	33.67	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$1.2M		12k	97.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$1.1M	-13%	9.5k	111.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.0M	+28%	4.8k	211.16	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.3	$911k	NEW	28k	32.15	View chart
Broadcom (AVGO)	0.3	$861k	NEW	2.8k	309.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$718k		1.00	718140.00	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$608k		17k	35.44	View chart
Apple (AAPL)	0.2	$592k	+3%	2.3k	253.83	View chart
Microsoft Corporation (MSFT)	0.2	$587k	+9%	1.6k	370.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$581k		1.2k	479.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$538k	+38%	828.00	650.13	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$534k	+24%	16k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$519k	+24%	14k	36.22	View chart
Trane Technologies SHS (TT)	0.2	$486k		1.2k	416.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$454k	+30%	1.9k	239.94	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$448k	-6%	5.4k	83.57	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.1	$391k		9.6k	40.56	View chart
Northeast Bk Lewiston Me (NBN)	0.1	$387k		3.4k	112.36	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$368k		3.7k	100.16	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$347k	+23%	4.9k	70.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$321k	+50%	3.3k	97.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$312k	NEW	973.00	320.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$306k	-56%	963.00	317.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$299k	+10%	12k	24.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$281k	-3%	430.00	653.15	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.1	$233k	NEW	9.9k	23.57	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$230k	NEW	5.6k	41.06	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	0.1	$206k		8.2k	25.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$202k	-25%	2.2k	92.74	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 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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