§ 13F · FUND PROFILE
Arcadia Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252M (13F)Positions · 61Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 559K | $36M | 13.0% | −5% |
| 2 | VUG | VANGUARD INDEX FDS | 80K | $35M | 12.6% | +5% |
| 3 | VTV | VANGUARD INDEX FDS | 136K | $27M | 9.6% | +1% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 241K | $13M | 4.7% | −4% |
| 5 | GOVT | ISHARES TR | 562K | $13M | 4.7% | +98% |
| 6 | IWF | ISHARES TR | 29K | $12M | 4.5% | −4% |
| 7 | ACWX | ISHARES TR | 182K | $12M | 4.5% | +22% |
| 8 | SPYM | SPDR SERIES TRUST | 151K | $12M | 4.2% | +29% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 198K | $10M | 3.4% | +7% |
| 10 | BSV | VANGUARD BD INDEX FDS | 116K | $9M | 3.3% | +6% |
§ 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 $252 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed