§ 13F · FUND PROFILE
Arcadia Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $228.8T (13F)Positions · 59Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$891.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 75K | $36.8T | 13.7% | +10% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 586K | $36.6T | 13.6% | +10% |
| 3 | VTV | VANGUARD INDEX FDS | 135K | $25.7T | 9.6% | +10% |
| 4 | IWF | ISHARES TR | 31K | $14.5T | 5.4% | −5% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 250K | $13.5T | 5.0% | +11% |
| 6 | IWD | ISHARES TR | 55K | $11.7T | 4.3% | +3% |
| 7 | ACWX | ISHARES TR | 149K | $10.0T | 3.7% | −1% |
| 8 | SPYM | SPDR SERIES TRUST | 117K | $9.4T | 3.5% | ±0% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 185K | $8.9T | 3.3% | +2% |
| 10 | BSV | VANGUARD BD INDEX FDS | 109K | $8.6T | 3.2% | +1% |
§ 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 $228778.9 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed