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Arcadia Wealth Management, LLC

13F
Arcadia Wealth Management, LLC
Last update 2025-07-18 59 Stocks (3 new)
Value $229.00 Mil Turnover 6 %
Countries:
Top Holdings: VUG(14.07%)VEA(13.95%)VTV(10.20%)VWO(5.15%)IWF(4.67%)
Summary Stock Picks Current Portfolio
Arcadia Wealth Management, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
73,431
32,192.0
+9.89%
14.070
+1.27%
0.020
+31.88%
+10.17%
168,127.2
 
VEA
Vanguard FTSE Developed Markets ETF
559,747
31,911.2
+7.27%
13.950
+0.94%
0.020
+13.80%
+20.76%
158,689.6
 
VTV
Vanguard Value ETF
131,989
23,327.7
+10.37%
10.200
+0.96%
0.020
+12.76%
+6.35%
133,157.9
 
VWO
Vanguard FTSE Emerging Markets ETF
238,188
11,780.8
+7.19%
5.150
+0.35%
0.010
+17.55%
+15.82%
87,502.3
 
IWF
iShares Russell 1000 Growth ETF
25,184
10,692.5
+3.22%
4.670
+0.15%
0.010
+31.47%
+8.98%
114,428.4
 
IWD
iShares Russell 1000 Value ETF
48,512
9,422.4
+5.29%
4.120
+0.21%
0.020
+14.18%
+7.09%
62,857.4
 
ACWX
iShares MSCI ACWI Ex US Index Fund
154,066
9,388.8
+2.58%
4.100
+0.10%
0.150
+14.17%
+19.12%
6,468.9
 
SPLG
SPDR Portfolio S&P 500 ETF
126,092
9,165.6
+1.13%
4.010
+0.05%
0.010
+23.05%
+8.26%
77,334.9
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
181,187
8,970.5
+5.57%
3.920
+0.21%
0.010
+1.03%
+1.95%
66,484.5
 
BSV
Vanguard Short-Term Bond ETF
108,168
8,512.8
+5.56%
3.720
+0.20%
0.020
+1.22%
+3.42%
38,499.3
 

Arcadia Wealth Management, LLC's Historical Top Holdings Breakdowns

Arcadia Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+1.27%
●
329.49 ($394.63) 438.4
$451.31
14.36%
Add 9.89%
73,431
6,609
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.96%
●
153.67 ($168.97) 176.74
$178.03
5.36%
Add 10.37%
131,989
12,406
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.94%
●
45.65 ($53.52) 57.01
$57.02
6.55%
Add 7.27%
559,747
37,916
QQQ
INVESCO QQQ Trust
2025-06-30
Sold Out
Sold Out
-0.57%
●
416.06 ($496.89) 551.64
$565.49
13.81%
Sold Out
0
-2,450
VWO
Vanguard FTSE Emerging Markets ETF
2025-06-30
Add
Add
+0.35%
●
39.89 ($46.36) 49.46
$50.81
9.60%
Add 7.19%
238,188
15,983
NVDA
NVIDIA Corp
2025-06-30
Sold Out
Sold Out
-0.31%
●
94.31 ($125.57) 157.99
$172.65
37.49%
Sold Out
0
-5,727
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.27%
●
193.73 ($223.07) 237.37
$243.71
9.25%
Add 11.12%
26,487
2,650
PLTR
Palantir Technologies Inc
2025-06-30
Sold Out
Sold Out
-0.27%
●
74.01 ($116.76) 144.25
$154.04
31.93%
Sold Out
0
-6,500
AMZN
Amazon.com Inc
2025-06-30
Reduce
Reduce
-0.22%
●
167.32 ($197.77) 223.3
$227.55
15.06%
Reduce -17.56%
11,119
-2,368
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.22%
●
456.74 ($525.37) 568.03
$579.67
10.34%
Add 16.66%
6,086
869

Arcadia Wealth Management, LLC Total Holding History ($B)

To

Arcadia Wealth Management, LLC's Asset Allocation

To

Arcadia Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Arcadia Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Arcadia Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Arcadia Wealth Management, LLC's Holdings Heat Map

Size field:

Arcadia Wealth Management, LLC's Holdings Bubble Chart

Arcadia Wealth Management, LLC News

  • 1

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