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CIK: 0001964226
Total reported value
$318.6M
$318.6M
61 檔
36.1%
As reported in its official Q3 2025 Form 13F filing, Arcadia Wealth Management, LLC's tracked investment portfolio stood at $318.6M with 61 total positions.
In Q3 2025, Arcadia Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.00% | +0.22% | -6.98% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.71% | -0.55% | -4.48% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.04% | -0.34% | -7.46% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.99% | -0.39% | +28.09% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.85% | -0.21% | -5.23% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.35% | +0.05% | +10.95% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.86% | +0.62% | -2.85% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | +1.84% | -6.67% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.54% | -0.22% | -0.35% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.38% | -0.24% | -0.06% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.49% | +0.02% | -6.84% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.21% | +0.02% | +621.57% | |
| 13 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.97% | +0.45% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.89% | -0.10% | -4.26% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.73% | -0.11% | -0.51% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.70% | -1.29% | -8.94% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | -0.21% | +14.44% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.67% | -0.12% | -0.38% | |
| 19 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.65% | -0.11% | -0.20% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.57% | +0.56% | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.05% | — | -5.28% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.05% | -1.80% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.92% | -0.02% | -10.43% | |
| 24 | DFSD | Dimensional Short Duration | ETF-Other | 0.88% | -0.20% | -6.21% | |
| 25 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.86% | -0.20% | -7.49% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.02% | +40.86% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.70% | -0.15% | -5.35% | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | -0.11% | -4.93% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.02% | +2.27% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.22% | -3.94% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.57% | -0.07% | -4.08% | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.57% | -0.13% | -3.35% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | -0.09% | -7.39% | |
| 34 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.52% | -0.09% | -13.14% | |
| 35 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.50% | -0.01% | -7.73% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.50% | -0.09% | — | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.50% | +0.05% | -5.55% | |
| 38 | DFIS | Dimensional International Sm | ETF-Other | 0.49% | -0.10% | -4.33% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | +0.36% | +57.90% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.37% | +27.50% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.05% | +0.13% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.31% | -0.11% | EXIT | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.02% | — | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | +0.17% | +48.97% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.02% | — | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.03% | -8.19% | |
| 47 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.20% | -0.06% | — | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.19% | -0.03% | +0.26% | |
| 49 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.18% | +0.06% | +31.06% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.18% | -0.01% | +5.60% |
According to official SEC Form 13F filings, Arcadia Wealth Management, LLC reported a total U.S. public equity portfolio value of $318.6M across 61 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VTV) accounted for 36.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
ILCG
市值: $5.0M
Top Position Liquidated / Trimmed
QQQ
前期市值: $1.1M
During Q3 2025, Arcadia Wealth Management, LLC's top holdings by market value included VUG (13.0%)、VEA (12.7%)、VTV (9.0%). The largest single position, VUG, represented 13.0% of total portfolio value.
In Q3 2025, Arcadia Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 9 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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