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CIK: 0001964226
Total reported value
$318.6M
$318.6M
63 檔
39.9%
At the close of Q4 2025, Arcadia Wealth Management, LLC disclosed equity holdings valued at approximately $318.6M, spread across 63 reported holdings.
Arcadia Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 1 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.69% | +0.22% | +10.44% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.62% | -0.55% | +9.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.56% | -0.34% | +10.17% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.39% | -0.39% | -5.03% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.00% | -0.21% | +10.83% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.34% | +0.05% | +3.02% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.71% | +0.62% | -0.75% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.50% | +1.84% | -0.33% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.32% | -0.22% | +2.25% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.20% | -0.24% | +1.00% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.66% | +0.02% | +12.16% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.43% | +0.56% | +66.08% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.13% | +0.02% | +1.65% | |
| 14 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.85% | +0.45% | +0.54% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.78% | -0.10% | +0.53% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.21% | +0.37% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.63% | -0.11% | +0.31% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.57% | -0.12% | +0.69% | |
| 19 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.53% | -0.11% | +1.18% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.52% | -1.29% | -1.21% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.02% | — | +3.01% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.05% | -1.46% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.84% | -0.02% | -3.13% | |
| 24 | DFSD | Dimensional Short Duration | ETF-Other | 0.80% | -0.20% | -2.73% | |
| 25 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.78% | -0.20% | -2.82% | |
| 26 | DFAI | Dimensional International Co | ETF-Other | 0.66% | -0.15% | -4.42% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.61% | -0.11% | -4.48% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.02% | -14.19% | |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.57% | -0.13% | -1.99% | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | -0.07% | -2.16% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.09% | -0.38% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.53% | -0.22% | -15.00% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.50% | -0.09% | — | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | -20.98% | |
| 35 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.49% | -0.01% | -0.12% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | +0.05% | -0.37% | |
| 37 | DFIS | Dimensional International Sm | ETF-Other | 0.47% | -0.10% | -2.47% | |
| 38 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.46% | -0.09% | -1.71% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.37% | +0.40% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | +0.36% | -6.64% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | +0.17% | +16.84% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | -0.02% | — | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.28% | -0.11% | EXIT | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.05% | -7.05% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.23% | +0.03% | -7.98% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | -5.31% | |
| 47 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.21% | -0.06% | — | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.18% | -0.01% | +0.37% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.17% | -0.03% | +0.26% | |
| 50 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.16% | +0.06% | -5.53% |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VTV) accounted for 39.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
AGEM
市值: $373.4K
Top Position Liquidated / Trimmed
PODD
前期市值: $203.9K
During Q4 2025, Arcadia Wealth Management, LLC's top holdings by market value included VUG (13.7%)、VEA (13.6%)、VTV (9.6%). The largest single position, VUG, represented 13.7% of total portfolio value.
In Q4 2025, Arcadia Wealth Management, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 26 holdings, and fully liquidating 1 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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