StockDriftsStockDriftsTop 50 Arcadia Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 12.79% | 472.9K | $40.7M | -0.91%(-4.33K) | $54.15(+64.70%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.42% | 555.3K | $39.6M | -0.70%(-3.89K) | $48.66(+52.10%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 9.3% | 136.0K | $29.6M | +0.18%(+242) | $152.46(+49.22%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.02% | 218.1K | $19.2M | +44.37%(+67.03K) | $63.82(+42.99%) | 2026-06-30 | |
| GOVT | ISHARES TR | 5.22% | 729.4K | $16.6M | +29.78%(+167.35K) | $22.97(-2.24%) | 2026-06-30 | |
| ACWX | ISHARES TR | 5.12% | 214.1K | $16.3M | +17.78%(+32.33K) | $58.77(+33.28%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.51% | 240.6K | $14.4M | -0.23%(-545) | $43.49(+38.83%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.13% | 106.0K | $13.2M | -9.56%(-11.21K) | $98.45(+25.33%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.23% | 212.3K | $10.3M | +7.06%(+14.00K) | $48.80(-2.28%) | 2026-06-30 | |
| IWD | ISHARES TR | 3.11% | 40.9K | $9.9M | +3.51%(+1.39K) | $189.84(+35.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.95% | +44.09% | — | — | +60.07% |
| Top 20 Holdings Unweighted | +10.81% | +36.06% | — | — | +47.24% |
Arcadia Wealth Management, LLC reports $318.56M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are VUG (12.8%), VEA (12.4%) and VTV (9.3%). The top 20 holdings account for 84.6% of reported assets. Its disclosed equity book has returned +44.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arcadia Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964226). View Arcadia Wealth Management, LLC’s 13F filings on SEC