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Arcadia Wealth Management

Latest statistics and disclosures from Arcadia Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VEA, VUG, VTV, AGG, SPTI, and represent 51.00% of Arcadia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AGG (+$5.3M), VEA, VUG, VTV, AMZN, VWO, BSV, BNDX, VB, BLV.
Started 2 new stock positions in PLTR, VGSH.
Reduced shares in these 10 stocks: SPTI, SPLG, IWF, VOO, IWY, IWS, VTWO, EFV, OEF, USMV.
Arcadia Wealth Management was a net buyer of stock by $11M.
Arcadia Wealth Management has $163M in assets under management (AUM), dropping by 12.94%.
Central Index Key (CIK): 0001964226

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Portfolio Holdings for Arcadia Wealth Management

Arcadia Wealth Management holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.7	$19M	+10%	380k	50.19	View chart
Vanguard Index Fds Growth Etf (VUG)	11.6	$19M	+8%	55k	344.33	View chart
Vanguard Index Fds Value Etf (VTV)	10.1	$17M	+8%	101k	162.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	9.5	$15M	+52%	157k	98.16	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	8.0	$13M	-19%	463k	28.24	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.3	$8.6M	-2%	139k	61.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$5.9M	+12%	142k	41.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.4	$5.6M	+11%	114k	49.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.1	$5.0M	+12%	65k	76.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.8	$4.6M	+7%	20k	228.51	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.3	$3.8M		33k	114.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$3.5M	-4%	11k	337.38	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.7	$2.8M	+10%	61k	45.64	View chart
Amazon (AMZN)	1.7	$2.8M	+51%	15k	180.38	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$2.7M	+2%	25k	107.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$2.7M	-4%	5.7k	473.86	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.5	$2.5M	+12%	35k	72.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.5	$2.5M	+11%	33k	75.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$2.2M		11k	195.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.2	$2.0M	+6%	42k	47.39	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$2.0M		46k	42.22	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.8	$1.3M		18k	76.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.2M	+2%	7.4k	164.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$1.1M		11k	103.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.7	$1.1M	+3%	21k	53.53	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$1.1M	+2%	49k	22.44	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$1.1M		20k	54.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M		2.3k	444.00	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$902k		18k	51.39	View chart
TJX Companies (TJX)	0.5	$893k		8.8k	101.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$762k		1.4k	526.64	View chart
Microsoft Corporation (MSFT)	0.5	$734k	+18%	1.7k	420.63	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$705k	-4%	5.6k	125.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$634k		1.00	634440.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$602k		1.5k	397.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$572k	+2%	1.4k	420.52	View chart
Apple (AAPL)	0.3	$568k	+23%	3.3k	171.47	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$519k	+13%	6.4k	80.56	View chart
NVIDIA Corporation (NVDA)	0.3	$518k	+24%	573.00	903.60	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$492k		4.3k	114.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$405k	+14%	1.6k	259.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$379k		4.5k	83.58	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$375k		5.7k	66.07	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$360k	-2%	4.2k	85.05	View chart
Meta Platforms Cl A (META)	0.2	$351k	+13%	723.00	485.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$344k	+2%	4.1k	84.44	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$318k		1.3k	247.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$300k		1.6k	187.41	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$298k		4.0k	74.82	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$297k		17k	17.30	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$272k		4.7k	57.57	View chart
Boeing Company (BA)	0.2	$254k	+3%	1.3k	192.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$221k	NEW	3.8k	58.07	View chart
Northeast Bk Lewiston Me (NBN)	0.1	$221k		4.0k	55.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$207k	NEW	9.0k	23.01	View chart
Axt (AXTI)	0.0	$61k		13k	4.59	View chart
22nd Centy Group Com New (XXII)	0.0	$2.6k		22k	0.12	View chart

Past Filings by Arcadia Wealth Management

SEC 13F filings are viewable for Arcadia Wealth Management going back to 2022

Arcadia Wealth Management 2024 Q1 filed May 8, 2024
Arcadia Wealth Management 2023 Q4 filed Jan. 23, 2024
Arcadia Wealth Management 2023 Q3 filed Nov. 14, 2023
Arcadia Wealth Management 2023 Q2 filed Aug. 14, 2023
Arcadia Wealth Management 2023 Q1 filed April 20, 2023
Arcadia Wealth Management 2022 Q4 filed Feb. 7, 2023

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