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CIK: 0001964226
Total reported value
$318.6M
$318.6M
57 檔
26.0%
In Q1 2024, Arcadia Wealth Management, LLC's U.S. equity holdings reached a combined market value of $318.6M, distributed across 57 disclosed stock positions.
During Q1 2024, Arcadia Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.71% | -0.55% | +10.26% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.64% | +0.22% | +8.87% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.12% | -0.34% | +8.54% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.48% | -0.10% | +52.74% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 8.04% | — | -19.44% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.28% | +1.84% | -2.53% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.65% | -0.21% | +12.32% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.43% | -0.22% | +11.21% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.07% | -0.24% | +12.94% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.84% | +0.02% | +7.44% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.31% | -1.29% | +0.51% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.18% | -0.39% | -4.89% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.72% | -0.11% | +10.21% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | -0.05% | +51.31% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.66% | — | +2.33% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | -0.21% | -4.33% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.54% | -0.11% | +12.48% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.54% | -0.12% | +11.17% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.37% | -0.02% | -1.59% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.21% | -0.20% | +6.10% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.20% | -0.20% | +1.38% | |
| 22 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.83% | -0.01% | +1.06% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.75% | -0.22% | +2.54% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.69% | +0.05% | -0.36% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.69% | +0.62% | +3.12% | |
| 26 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.68% | -0.09% | +2.64% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.66% | -0.09% | -0.80% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.23% | NEW | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.02% | +0.56% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | -0.09% | +0.08% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.05% | +1.54% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.05% | +18.45% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.43% | +0.02% | -4.56% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.02% | — | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | — | +0.46% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | +2.56% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.03% | +23.84% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.02% | +13.37% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | +24.84% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.30% | — | +0.35% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | -0.11% | EXIT | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.23% | -0.07% | EXIT | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.23% | -0.01% | +1.48% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.01% | -2.69% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | +13.86% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.37% | +2.60% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.20% | -0.11% | EXIT | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.18% | +0.08% | -0.31% | |
| 49 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.18% | — | — | |
| 50 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.18% | -0.06% | — |
According to official SEC Form 13F filings, Arcadia Wealth Management, LLC reported a total U.S. public equity portfolio value of $318.6M across 57 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 26.0% of total reported equity market value during Q1 2024.
During Q1 2024, Arcadia Wealth Management, LLC's top holdings by market value included VEA (11.7%)、VUG (11.6%)、VTV (10.1%). The largest single position, VEA, represented 11.7% of total portfolio value.
In Q1 2024, Arcadia Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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