DOSSIER · 13F-HR · Q2 2026

Arcadia Wealth Management, LLC

$319M in tracked AUM across 66 positions as of Q2 2026.

AW
CIK 0001964226 · last filed Jun 30, 2026
Total AUM
$319M
as of Q2 2026
Holdings
66
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Arcadia Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$41M473K12.8%
02
VEA
VANGUARD TAX-MANAGED FDS
$40M555K12.4%
03
VTV
VANGUARD INDEX FDS
$30M136K9.3%
04
SPYM
SPDR SERIES TRUST
$19M218K6.0%
05
GOVT
ISHARES TR
$17M729K5.2%
06
ACWX
ISHARES TR
$16M214K5.1%
07
VWO
VANGUARD INTL EQUITY INDEX F
$14M241K4.5%
08
IWF
ISHARES TR
$13M106K4.1%
09
BNDX
VANGUARD CHARLOTTE FDS
$10M212K3.2%
10
IWD
ISHARES TR
$10M41K3.1%

Filing history

2026Q2Jun 30
$319M 15.3%
66 positionsView →
2026Q1Mar 31
$276M 2.8%
67 positionsView →
2025Q4Dec 31
$269M 6.6%
63 positionsView →
2025Q3Sep 30
$252M 10.2%
61 positionsView →
2025Q2Jun 30
$229M 12.9%
59 positionsLocked
2025Q1Mar 31
$203M 2.5%
63 positionsLocked
2024Q4Dec 31
$198M 4.0%
62 positionsLocked
2024Q3Sep 30
$190M 8.5%
62 positionsLocked
2024Q2Jun 30
$175M 7.7%
62 positionsLocked
2024Q1Mar 31
$163M 12.9%
57 positionsLocked
2023Q4Dec 31
$144M 12.3%
55 positionsLocked
2023Q3Sep 30
$128M 5.4%
49 positionsLocked
Showing 12 of 15