Arcadia Wealth Management, LLC

CIK 0001964226 · MANCHESTER, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Arcadia Wealth Management, LLC reported 66 positions worth $318.6M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VUG (12.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$318.6M
2026 Q2
Positions
66
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.8%
Est. Net Flow (Q)
2026 Q2
10 / 66 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$40.7M12.79%472,892
2VEAVANGUARD TAX-MANAGED FDSSH$39.6M12.42%555,333
3VTVVANGUARD INDEX FDSSH$29.6M9.30%135,960
4SPYMSPDR SERIES TRUSTSH$19.2M6.02%218,104
5GOVTISHARES TRSH$16.6M5.22%729,380
6ACWXISHARES TRSH$16.3M5.12%214,141
7VWOVANGUARD INTL EQUITY INDEX FSH$14.4M4.51%240,645
8IWFISHARES TRSH$13.2M4.13%106,025
9BNDXVANGUARD CHARLOTTE FDSSH$10.3M3.23%212,262
10IWDISHARES TRSH$9.9M3.11%40,910

The free plan shows the top 10 positions. The remaining 56 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Arcadia Wealth Management, LLC hold as of Q2 2026?

Arcadia Wealth Management, LLC reported 66 positions worth $318.6M in its Q2 2026 13F filing. Largest positions: VUG (12.8%), VEA (12.4%), VTV (9.3%), SPYM (6.0%) and GOVT (5.2%).

What did Arcadia Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Arcadia Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.