§ 13F · FUND PROFILE
Arcadia Wealth Management, LLC.
AUM · $319M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 473K | $41M | 12.8% | +495% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 555K | $40M | 12.4% | −1% |
| 3 | VTV | VANGUARD INDEX FDS | 136K | $30M | 9.3% | ±0% |
| 4 | SPYM | SPDR SERIES TRUST | 218K | $19M | 6.0% | +44% |
| 5 | GOVT | ISHARES TR | 729K | $17M | 5.2% | +30% |
| 6 | ACWX | ISHARES TR | 214K | $16M | 5.1% | +18% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 241K | $14M | 4.5% | ±0% |
| 8 | IWF | ISHARES TR | 106K | $13M | 4.1% | +262% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 212K | $10M | 3.2% | +7% |
| 10 | IWD | ISHARES TR | 41K | $10M | 3.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARCADIA SIGNAL
AC read
Arcadia Wealth Management, LLC is a Other fund managing $319 million in assets. The fund runs a portfolio of 66 positions.
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