Arcadia Wealth Management, LLC
CIK: 0001964226SEC EDGAR →
Portfolio Value
$268.8B
Holdings
63
As of
Q4 2025
New Positions
6
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 75,435 | $36.8B | 13.69% |
| 2 | VANGUARD TAX-MANAGED FDS | 585,907 | $36.6B | 13.62% |
| 3 | VANGUARD INDEX FDS | 134,561 | $25.7B | 9.56% |
| 4 | ISHARES TR | 30,634 | $14.5B | 5.39% |
| 5 | VANGUARD INTL EQUITY INDEX F | 250,200 | $13.4B | 5.00% |
| 6 | ISHARES TR | 55,449 | $11.7B | 4.34% |
| 7 | ISHARES TR | 148,556 | $10.0B | 3.71% |
| 8 | SPDR SERIES TRUST | 117,295 | $9.4B | 3.50% |
| 9 | VANGUARD CHARLOTTE FDS | 184,606 | $8.9B | 3.32% |
| 10 | VANGUARD BD INDEX FDS | 109,188 | $8.6B | 3.20% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $254.5B | 94.7% |
| Unknown | 4 | $8.5B | 3.2% |
| Consumer Cyclical | 3 | $4.0B | 1.5% |
| Technology | 2 | $1.3B | 0.5% |
| Industrials | 1 | $452.0M | 0.2% |