Arcadia Wealth Management

$319M 13F equity value
73 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Arcadia Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
VUGVANGUARD INDEX FDS472,892$41M12.8%
VEAVANGUARD TAX-MANAGED FDS555,333$40M12.4%
VTVVANGUARD INDEX FDS135,960$30M9.3%
SPYMSPDR SERIES TRUST218,104$19M6.0%
GOVTISHARES TR729,380$17M5.2%
ACWXISHARES TR214,141$16M5.1%
VWOVANGUARD INTL EQUITY INDEX F240,645$14M4.5%
IWFISHARES TR106,025$13M4.1%
BNDXVANGUARD CHARLOTTE FDS212,262$10M3.2%
IWDISHARES TR40,910$10M3.1%

Track Arcadia Wealth Management's 13F portfolio: $319M in reported holdings, 73 positions. Top holdings and quarterly changes on SentiSense.

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