Arcadia Wealth Management, LLC
CIK 0001964226 · MANCHESTER, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
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
Top Holdings
VUG
VANGUARD INDEX FDS
12.8%
VEA
VANGUARD TAX-MANAGED FDS
12.4%
VTV
VANGUARD INDEX FDS
9.3%
SPYM
SPDR SERIES TRUST
6.0%
GOVT
ISHARES TR
5.2%
ACWX
ISHARES TR
5.1%
VWO
VANGUARD INTL EQUITY INDEX F
4.5%
IWF
ISHARES TR
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.