Arcadia Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Arcadia Wealth Management, Llc disclosed 60 stock positions valued at approximately $318.56M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $318.56M
Holdings by Sector
Arcadia Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 12.79% | 472,892 | +393,355 | +494.56% | $40,734,922 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 12.42% | 555,333 | -3,894 | -0.70% | $39,567,481 |
| VANGUARD INDEX FDS | VTV | Other | 9.30% | 135,960 | +242 | +0.18% | $29,629,820 |
| SPDR SERIES TRUST | SPLG | Other | 6.02% | 218,104 | +67,033 | +44.37% | $19,166,937 |
| ISHARES TR | GOVT | Other | 5.22% | 729,380 | +167,353 | +29.78% | $16,615,276 |
| ISHARES TR | ACWX | Other | 5.12% | 214,141 | +32,332 | +17.78% | $16,298,285 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.51% | 240,645 | -545 | -0.23% | $14,364,126 |
| ISHARES TR | IWF | Other | 4.13% | 106,025 | +76,716 | +261.75% | $13,165,088 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.23% | 212,262 | +14,004 | +7.06% | $10,279,842 |
| ISHARES TR | IWD | Other | 3.11% | 40,910 | +1,389 | +3.51% | $9,917,831 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.04% | 124,115 | +8,544 | +7.39% | $9,669,784 |
| VANGUARD INDEX FDS | VB | Other | 2.80% | 29,411 | +37 | +0.13% | $8,915,114 |
| ISHARES TR | ILCG | Other | 2.25% | 61,199 | +9,037 | +17.32% | $7,161,474 |
| ISHARES TR | IWS | Other | 2.21% | 42,775 | +1,276 | +3.07% | $7,040,734 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 1.50% | 102,116 | +7,143 | +7.52% | $4,780,060 |
| VANGUARD BD INDEX FDS | BLV | Other | 1.47% | 68,048 | +4,477 | +7.04% | $4,690,543 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.46% | 60,527 | +3,905 | +6.90% | $4,642,398 |
| VANGUARD INDEX FDS | VOO | Other | 1.37% | 6,360 | -929 | -12.75% | $4,368,092 |
| ISHARES TR | AGG | Other | 0.93% | 29,921 | +1,297 | +4.53% | $2,961,587 |
| ISHARES TR | IVW | Other | 0.84% | 19,508 | +7,908 | +68.17% | $2,682,881 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.82% | 38,486 | +16,658 | +76.31% | $2,617,440 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.76% | 10,217 | -572 | -5.30% | $2,435,061 |
| ISHARES TR | IWY | Other | 0.70% | 7,693 | -329 | -4.10% | $2,235,799 |
| ISHARES INC | IEMG | Other | 0.57% | 21,893 | +163 | +0.75% | $1,813,625 |
| ISHARES TR | IVE | Other | 0.54% | 7,552 | +2,757 | +57.50% | $1,714,773 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.49% | 33,020 | -7,170 | -17.84% | $1,576,726 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.48% | 36,593 | -8,086 | -18.10% | $1,544,569 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.47% | 36,841 | -6,202 | -14.41% | $1,481,381 |
| SPDR SERIES TRUST | SPYG | Other | 0.46% | 12,446 | +122 | +0.99% | $1,480,899 |
| ISHARES TR | IWX | Other | 0.46% | 13,956 | -28 | -0.20% | $1,467,593 |
Showing 30 of 60 holdings in the latest reporting period.