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CIK: 0001964226
Total reported value
$318.6M
$318.6M
63 檔
28.5%
According to the latest 13F quarterly dataset, Arcadia Wealth Management, LLC managed an equity portfolio of $318.6M at the end of Q1 2025, spanning 63 distinct U.S. exchange-listed positions.
In Q1 2025, Arcadia Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 28.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWD
市值: $8.7M
Top Position Liquidated / Trimmed
GOVT
前期市值: $17.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.09% | -0.55% | +5.45% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.23% | +0.22% | +0.53% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.20% | -0.34% | -4.17% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.96% | -0.21% | +15.23% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.35% | -0.39% | +4360.51% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.28% | +0.05% | — | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.14% | -0.22% | +5.85% | |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.11% | +0.62% | +6.85% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +1.84% | -2.00% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.96% | -0.24% | +8.34% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.61% | +0.02% | -4.60% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.44% | -0.10% | — | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.07% | -0.11% | +7.85% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.95% | -1.29% | +1.87% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.93% | -0.12% | +9.73% | |
| 16 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.92% | -0.11% | +11.16% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.42% | — | +0.40% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.21% | -7.37% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.05% | +10.41% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.09% | -0.20% | +0.95% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.08% | -0.20% | +1.46% | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.00% | -0.02% | -1.75% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.78% | -0.15% | +3.35% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.78% | -0.11% | +3.50% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.75% | -0.22% | -0.11% | |
| 26 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.68% | -0.09% | +2.18% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | -0.09% | +11.31% | |
| 28 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.67% | -0.01% | -0.24% | |
| 29 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.59% | -0.07% | +2.77% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.58% | +0.05% | -2.95% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.23% | NEW | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.57% | -0.13% | +3.46% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | +18.01% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.53% | -0.09% | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | +0.02% | +18.72% | |
| 36 | DFIS | Dimensional International Sm | ETF-Other | 0.47% | -0.10% | +1.40% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.02% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.05% | +10.11% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.36% | +0.03% | +10.75% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | +4.67% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.37% | -4.31% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.31% | +0.36% | -3.62% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | +9.73% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | +0.02% | +0.46% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.27% | +0.14% | NEW | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.26% | — | +0.25% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | -0.11% | EXIT | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.20% | -0.03% | — | |
| 49 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.20% | -0.06% | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.20% | +0.17% | — |
According to official SEC Form 13F filings, Arcadia Wealth Management, LLC reported a total U.S. public equity portfolio value of $318.6M across 63 disclosed positions in Q1 2025.
During Q1 2025, Arcadia Wealth Management, LLC's top holdings by market value included VEA (13.1%)、VUG (12.2%)、VTV (10.2%). The largest single position, VEA, represented 13.1% of total portfolio value.
In Q1 2025, Arcadia Wealth Management, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 6 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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