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CIK: 0001964226
Total reported value
$318.6M
$318.6M
62 檔
30.7%
As reported in its official Q4 2024 Form 13F filing, Arcadia Wealth Management, LLC's tracked investment portfolio stood at $318.6M with 62 total positions.
In Q4 2024, Arcadia Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.81% | +0.22% | +2.57% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.98% | -0.55% | +7.34% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.69% | -0.34% | +2.99% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.58% | +0.56% | -3.60% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.44% | +1.84% | +7.12% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.30% | -0.21% | +9.04% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.02% | -0.22% | +6.36% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.71% | +0.62% | +148.52% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.70% | -0.24% | +5.67% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.04% | +0.02% | +4.22% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.12% | -1.29% | +2.82% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.97% | — | +53.28% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.92% | -0.11% | +3.51% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.76% | -0.12% | +4.38% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.72% | -0.11% | +4.73% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.21% | +0.21% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.47% | — | +0.47% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.05% | -22.87% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.16% | -0.02% | -9.31% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.09% | -0.20% | +4.81% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.07% | -0.20% | +4.08% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.22% | +2.59% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.79% | -0.11% | +22.94% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.73% | -0.15% | — | |
| 25 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.67% | -0.09% | +6.53% | |
| 26 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.66% | -0.01% | -4.67% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.23% | NEW | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.60% | +0.05% | +0.68% | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.58% | -0.07% | +70.21% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.55% | -0.09% | +2.27% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.54% | -0.09% | -0.61% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.02% | +14.27% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.51% | -0.13% | +102.01% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.45% | -0.10% | +81.99% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.02% | +33.53% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.37% | +0.07% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.05% | -7.17% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.03% | -7.20% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | +0.14% | NEW | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | -7.05% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.34% | -0.02% | — | |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.34% | +0.36% | +0.30% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.31% | +0.02% | -6.64% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.02% | -6.88% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.28% | — | +40.66% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | -0.11% | EXIT | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.23% | -0.03% | +0.49% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | -0.11% | EXIT | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.21% | — | +2.11% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.20% | — | +6.45% |
According to official SEC Form 13F filings, Arcadia Wealth Management, LLC reported a total U.S. public equity portfolio value of $318.6M across 62 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VTV) accounted for 30.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFAI
市值: $1.4M
Top Position Liquidated / Trimmed
GOOG
前期市值: $249.8K
During Q4 2024, Arcadia Wealth Management, LLC's top holdings by market value included VUG (13.8%)、VEA (12.0%)、VTV (10.7%). The largest single position, VUG, represented 13.8% of total portfolio value.
In Q4 2024, Arcadia Wealth Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 8 holdings, and fully liquidating 3 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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