13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Family Office›Arcadia Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Arcadia Wealth Management, LLC

Arcadia Wealth's family office based in Stamford, CT — $276M in tracked AUM across 67 positions as of Q1 2026.

AW
Arcadia Wealth·Stamford, CT·Family Office
CIK 0001964226 · last filed Mar 31, 2026
Total AUM
$276M
▲ 13.5%
vs prior
Holdings
67
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Arcadia Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$36M559K13.0%
02
VUG
VANGUARD INDEX FDS
$35M80K12.6%
03
VTV
VANGUARD INDEX FDS
$27M136K9.6%
04
VWO
VANGUARD INTL EQUITY INDEX F
$13M241K4.7%
05
GOVT
ISHARES TR
$13M562K4.7%
06
IWF
ISHARES TR
$12M29K4.5%
07
ACWX
ISHARES TR
$12M182K4.5%
08
SPYM
SPDR SERIES TRUST
$12M151K4.2%
09
BNDX
VANGUARD CHARLOTTE FDS
$10M198K3.4%
10
BSV
VANGUARD BD INDEX FDS
$9M116K3.3%

Filing history

Filing history loading…
AI Agent · grounded in Arcadia
haiku-4-5 · 67 positions indexed
Sector mix
  • Financials7%
  • Health Care14%
  • Cons. Disc.4%
  • Communications13%
  • Industrials29%
  • Energy40%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market