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CIK: 0001964226
Total reported value
$328.3M
$328.3M
66 檔
44.4%
In Q2 2026, Arcadia Wealth Management, LLC's U.S. equity holdings reached a combined market value of $328.3M, distributed across 66 disclosed stock positions.
Arcadia Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 7 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.79% | -1.04% | +494.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.42% | -1.61% | -0.70% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.30% | -1.21% | +0.18% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.02% | +3.43% | +44.37% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.22% | +0.92% | +29.78% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.12% | +0.71% | +17.78% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.51% | -0.57% | -0.23% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.13% | -2.96% | +261.75% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.23% | -0.48% | +7.06% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.11% | -0.08% | +3.51% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.04% | -0.40% | +7.39% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.80% | -0.48% | +0.13% | |
| 13 | ILCG | Ishares Morningstar Growth E | ETF-Other | 2.25% | +2.97% | +17.32% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.21% | -0.87% | +3.07% | |
| 15 | SCNM | Sterling Cap Natl Mb ETF | ETF-Other | 1.72% | -0.29% | -1.27% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.50% | -0.25% | +7.52% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.47% | -0.28% | +7.04% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.46% | -0.23% | +6.90% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.16% | -12.75% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.93% | -0.93% | EXIT | |
| 21 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.86% | +1.18% | +164.24% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +1.08% | +68.17% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.82% | +1.17% | +76.31% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.02% | -5.30% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.70% | -0.13% | -4.10% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.20% | +0.75% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | +0.77% | +57.50% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.49% | -0.50% | EXIT | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.48% | -0.48% | EXIT | |
| 30 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.47% | -0.38% | -14.41% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.06% | +0.99% | |
| 32 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.46% | -0.04% | -0.20% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.43% | -0.35% | -13.37% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.43% | -0.16% | +14.17% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.42% | -0.42% | EXIT | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | -0.07% | -0.22% | |
| 37 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.40% | -0.40% | EXIT | |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.36% | +0.28% | +35.70% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.36% | -0.10% | -11.71% | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.35% | -0.35% | EXIT | |
| 41 | DFIS | Dimensional International Sm | ETF-Other | 0.34% | -0.34% | EXIT | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | -0.03% | -5.32% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.28% | -0.17% | -43.26% | |
| 44 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.25% | +0.30% | +28.78% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.24% | -0.24% | EXIT | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.18% | +11.48% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.24% | -0.01% | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.23% | -0.23% | EXIT | |
| 49 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.23% | +0.49% | +154.24% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | -0.01% | — |
According to official SEC Form 13F filings, Arcadia Wealth Management, LLC reported a total U.S. public equity portfolio value of $328.3M across 66 disclosed positions in Q2 2026.
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 44.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
QQQ
市值: $717.3K
Top Position Liquidated / Trimmed
IWR
前期市值: $321.0K
During Q2 2026, Arcadia Wealth Management, LLC's top holdings by market value included VUG (12.8%)、VEA (12.4%)、VTV (9.3%). The largest single position, VUG, represented 12.8% of total portfolio value.
In Q2 2026, Arcadia Wealth Management, LLC made 69 total portfolio adjustments, initiating 6 new buys, adding to 30 positions, trimming 26 holdings, and fully liquidating 7 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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