Arcadia Wealth Management Q2 2026 Portfolio Shifts: Focus on Growth and Inflation Protection ETFs

Arcadia Wealth Management has reported changes to its portfolio holdings for the period ending June 30, 2026. The firm's investment strategy appears focused on growth-oriented sectors and inflation protection.

Among the most significant moves this quarter was a substantial increase in shares of VUG (Vanguard Information Technology ETF). According to insiderset data, VUG's holdings grew by 494.56%, making it one of the investor's largest purchases.

Similarly, GOVT (iShares 1-3 Year Treasury ETF) saw a notable boost in allocation with a nearly 29.8% increase in shares during Q2. This suggests Arcadia is maintaining its interest in short-term fixed income strategies.

The investor also significantly expanded positions in several other ETFs:

• IWF (iShares Core Small-Cap ETF) increased by approximately 261.75%
• SPLG (SPDR Series Trust) saw a substantial rise of about 44.37%
• ACWX (iShares Core MSCI World ex US ETF) increased by roughly 17.8%

In addition to these large increases, Arcadia also boosted smaller positions in other trusts:

• BNDX (Vanguard Charitable ETF) increased by about 7.06%
• ILCG (iShares Core Growth ex USD ETF) saw a modest rise of approximately 17.32%
• BSV (Vanguard Short-Term Corporate Bond ETF) actually decreased by about -7.4% in this period, but was still included with a small allocation.

Arcadia also appears to have sold or reduced positions on several holdings:

• IWP (iShares Core Small-Cap Growth ETF) was drastically cut, with its shares decreasing by approximately -84.5%
• DYNF, a Blackrock ETF Trust, saw an increase but remains very small at just under 0.9% allocation.
• Several Dimensional funds experienced significant reductions: DFAI (-19.7%), DFCF (-18.1%) and DUHP (-16.2%).

The investor's portfolio remains heavily concentrated in ETFs, with minimal stock holdings outside of Vanguard and iShares products.