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Arcadia Wealth Management, LLC 13F holdings

Filed 2026-07-20 · Arcadia Wealth Management, LLC · 66 positions · $318.6M

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TickerCompanySharesValue% of portfolio
VUGVANGUARD INDEX FDS472.9K$40.7M12.8%
VEAVANGUARD TAX-MANAGED FDS555.3K$39.6M12.4%
VTVVANGUARD INDEX FDS136.0K$29.6M9.3%
SPYMSPDR SERIES TRUST218.1K$19.2M6.0%
GOVTISHARES TR729.4K$16.6M5.2%
ACWXISHARES TR214.1K$16.3M5.1%
VWOVANGUARD INTL EQUITY INDEX F240.6K$14.4M4.5%
IWFISHARES TR106.0K$13.2M4.1%
BNDXVANGUARD CHARLOTTE FDS212.3K$10.3M3.2%
IWDISHARES TR40.9K$9.9M3.1%
BSVVANGUARD BD INDEX FDS124.1K$9.7M3.0%
VBVANGUARD INDEX FDS29.4K$8.9M2.8%
ILCGISHARES TR61.2K$7.2M2.2%
IWSISHARES TR42.8K$7.0M2.2%
—STERLING CAP FDS217.6K$5.5M1.7%
VMBSVANGUARD SCOTTSDALE FDS102.1K$4.8M1.5%
BLVVANGUARD BD INDEX FDS68.0K$4.7M1.5%
BIVVANGUARD BD INDEX FDS60.5K$4.6M1.5%
VOOVANGUARD INDEX FDS6.4K$4.4M1.4%
AGGISHARES TR29.9K$3.0M0.9%
COROBLACKROCK ETF TRUST74.9K$2.7M0.9%
IVWISHARES TR19.5K$2.7M0.8%
DYNFBLACKROCK ETF TRUST38.5K$2.6M0.8%
AMZNAMAZON COM INC10.2K$2.4M0.8%
IWYISHARES TR7.7K$2.2M0.7%
ACWIISHARES INC21.9K$1.8M0.6%
IVEISHARES TR7.6K$1.7M0.5%
DFSDDIMENSIONAL ETF TRUST33.0K$1.6M0.5%
DFCFDIMENSIONAL ETF TRUST36.6K$1.5M0.5%
DFAEDIMENSIONAL ETF TRUST36.8K$1.5M0.5%
SPYGSPDR SERIES TRUST12.4K$1.5M0.5%
IWXISHARES TR14.0K$1.5M0.5%
DFIVDIMENSIONAL ETF TRUST25.3K$1.4M0.4%
EFGISHARES TR10.9K$1.4M0.4%
DFAIDIMENSIONAL ETF TRUST32.5K$1.3M0.4%
TJXTJX COS INC NEW8.8K$1.3M0.4%
DUHPDIMENSIONAL ETF TRUST30.6K$1.3M0.4%
BAIBLACKROCK ETF TRUST22.0K$1.2M0.4%
EFVISHARES TR14.9K$1.1M0.4%
DFARDIMENSIONAL ETF TRUST43.2K$1.1M0.4%
DFISDIMENSIONAL ETF TRUST30.9K$1.1M0.3%
AVGOBROADCOM INC2.6K$994,6970.3%
QUALISHARES TR4.1K$890,9400.3%
THROBLACKROCK ETF TRUST18.5K$795,8020.2%
MTUMISHARES TR2.2K$758,4700.2%
AAPLAPPLE INC2.6K$752,8040.2%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.2%
IWPISHARES TR5.1K$744,1990.2%
BLCRBLACKROCK ETF TRUST14.3K$718,7010.2%
QQQINVESCO QQQ TR974$717,3030.2%
SHLDGLOBAL X FDS11.2K$666,3680.2%
BRK-BBERKSHIRE HATHAWAY INC DEL1.2K$606,9730.2%
PHYSSPROTT ASSET MANAGEMENT LP17.2K$517,5360.2%
MSFTMICROSOFT CORP1.4K$510,2630.2%
—TRANE TECHNOLOGIES PLC972$477,2530.1%
IDEVISHARES TR5.3K$468,5700.1%
AGEMABRDN FDS9.3K$461,1160.1%
NBNNORTHEAST BK PORTLAND ME3.4K$456,9540.1%
VTWOVANGUARD SCOTTSDALE FDS3.7K$443,3500.1%
PLTRPALANTIR TECHNOLOGIES INC3.8K$441,9980.1%
Top Fund Holdings
13F
Top Fund Holdings

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