Arcadia Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Arcadia Wealth Management, LLC held in its portfolio 62 assets valued at $268,781,381 (i.e. $268.78M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($36.80M), VANGUARD TAX-MANAGED FDS ($36.60M), and VANGUARD INDEX FDS ($25.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 62 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Arcadia Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 75435 | 36801494 | GROWTH ETF |
| VANGUARD TAX-MANAGED FDS | 585907 | 36601621 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 134561 | 25699711 | VALUE ETF |
| ISHARES TR | 30634 | 14498974 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 250200 | 13450746 | FTSE EMR MKT ETF |
| ISHARES TR | 55449 | 11663093 | RUS 1000 VAL ETF |
| SPDR SERIES TRUST | 129764 | 10739830 | STATE STREET SPD |
| ISHARES TR | 148556 | 9972556 | MSCI ACWI EX US |
| VANGUARD CHARLOTTE FDS | 184606 | 8920180 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 109188 | 8605140 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 27675 | 7138714 | SMALL CP ETF |
| ISHARES TR | 284136 | 6542227 | US TREAS BD ETF |
| ISHARES TR | 40636 | 5731748 | RUS MDCP VAL ETF |
| ISHARES TR | 47779 | 4970926 | MORNINGSTAR GRWT |
| ISHARES TR | 47893 | 4783509 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 6991 | 4384445 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 92943 | 4375767 | MTG-BKD SECS ETF |
| VANGUARD BD INDEX FDS | 54159 | 4217887 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 59260 | 4119783 | LONG TERM BOND |
| ISHARES TR | 29762 | 4075558 | RUS MD CP GR ETF |
| ISHARES TR | 25605 | 2742528 | NATIONAL MUN ETF |
| AMAZON COM INC | 10760 | 2483566 | COM |
| ISHARES TR | 8173 | 2263428 | RUS TP200 GR ETF |
| DIMENSIONAL ETF TRUST | 44992 | 2157389 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 49429 | 2103707 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 46484 | 1771516 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 43359 | 1648953 | US HIGH PROFITAB |
| ISHARES INC | 24059 | 1617270 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 30508 | 1522349 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 44847 | 1460653 | EMGR CRE EQT MNG |
| ISHARES TR | 20087 | 1434395 | EAFE VALUE ETF |
| ISHARES TR | 7138 | 1417706 | MSCI USA QLT FCT |
| TJX COS INC NEW | 8786 | 1349626 | COM |
| ISHARES TR | 14443 | 1326766 | RUS TP200 VL ETF |
| ISHARES TR | 11080 | 1262279 | EAFE GRWTH ETF |
| DIMENSIONAL ETF TRUST | 38034 | 1252855 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 54095 | 1238837 | US REAL ESTATE E |
| ISHARES TR | 9253 | 1140565 | S&P 500 GRWT ETF |
| BLACKROCK ETF TRUST | 18070 | 1098860 | ISHARES US EQUIT |
| ISHARES TR | 3718 | 788543 | S&P 500 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ISHARES TR | 2199 | 754305 | S&P 100 ETF |
| MICROSOFT CORP | 1451 | 701520 | COM |
| APPLE INC | 2260 | 614523 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1213 | 609714 | CL B NEW |
| SPROTT ASSET MANAGEMENT LP | 17154 | 566425 | PHYSICAL GOLD TR |
| ISHARES TR | 5752 | 474407 | CORE MSCI INTL |
| TRANE TECHNOLOGIES PLC | 1164 | 452933 | SHS |
| BLACKROCK ETF TRUST | 11473 | 442384 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 13063 | 434982 | ISHARES A I INNO |
| SPDR S&P 500 ETF TR | 600 | 409220 | TR UNIT |
| ABRDN FDS | 9728 | 373427 | EMERGING MKTS DI |
| VANGUARD SCOTTSDALE FDS | 3732 | 371423 | VNG RUS2000IDX |
| ISHARES TR | 1447 | 362151 | MSCI USA MMENTM |
| NORTHEAST BK PORTLAND ME | 3447 | 358282 | COM |
| ISHARES TR | 447 | 306115 | CORE S&P500 ETF |
| ISHARES TR | 2912 | 274188 | MSCI USA MIN VOL |
| SCHWAB STRATEGIC TR | 10960 | 263470 | INTL EQTY ETF |
| GLOBAL X FDS | 3957 | 256374 | DEFENSE TECH ETF |
| ISHARES TR | 2197 | 211540 | RUS MID CAP ETF |
| CAPITOL SER TR | 8185 | 207526 | STERLING CAP ENH |
| TESLA INC | 458 | 205972 | COM |
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