StockDriftsStockDriftsTop 50 Arcadia Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.75% | 428.0K | $38.6M | -9.49%(-44.90K) | $54.15(+64.83%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.81% | 502.6K | $35.5M | -9.50%(-52.74K) | $48.66(+43.72%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 9.45% | 345.6K | $31.0M | +58.47%(+127.53K) | $73.04(+23.12%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.09% | 122.8K | $26.5M | -9.65%(-13.12K) | $152.46(+47.21%) | 2026-09-30 | |
| GOVT | ISHARES TR | 6.14% | 921.8K | $20.2M | +26.38%(+192.44K) | $22.84(-2.62%) | 2026-09-30 | |
| ACWX | ISHARES TR | 5.83% | 253.0K | $19.1M | +18.14%(+38.84K) | $61.39(+19.96%) | 2026-09-30 | |
| ILCG | ISHARES TR | 5.22% | 146.4K | $17.1M | +139.26%(+85.23K) | $110.36(+1.46%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.94% | 218.0K | $12.9M | -9.39%(-22.60K) | $43.39(+33.75%) | 2026-09-30 | |
| IWD | ISHARES TR | 3.03% | 40.1K | $10.0M | -1.89%(-775) | $189.84(+36.46%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.75% | 192.9K | $9.0M | -9.14%(-19.39K) | $48.80(-3.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.86% | — | — | +59.25% |
| Top 20 Holdings Unweighted | +11.55% | +38.80% | — | — | +44.38% |
Arcadia Wealth Management LLC reports $328.29M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are VUG (11.8%), VEA (10.8%) and SPYM (9.4%). The top 20 holdings account for 84.48% of reported assets. Its disclosed equity book has returned +48.86% on a three-year cumulative basis. Figures reflect the Q3 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