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Arcadia Wealth Management, Llc

13F Holdings
Filed: 2025-07-18
Portfolio Value
228.78M arrow_upward 12.94%
Number of Holdings
lock info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0001964226
Filing Date
2025-07-18 09:05:36
Address
155 Dow Street, Suite 301
Manchester
NH
Prior Value
202.56M
Top 10 Holdings %
lock
Full Filing
View
Portfolio Value
Arcadia Wealth Management, Llc
(13F - 2025-06-30)
Vanguard Index Fds
-
2025-07-18
Value
32.19M
Shares
73.43K
Portfolio %
14.07%
Vanguard Tax-Managed Fds
-
2025-07-18
Value
31.91M
Shares
559.75K
Portfolio %
13.95%
Vanguard Index Fds
-
2025-07-18
Value
23.33M
Shares
131.99K
Portfolio %
10.20%
Vanguard Intl Equity Index F
-
2025-07-18
Value
11.78M
Shares
238.19K
Portfolio %
5.15%
Ishares Tr
-
2025-07-18
Value
10.69M
Shares
25.18K
Portfolio %
4.67%
Ishares Tr
-
2025-07-18
Value
9.42M
Shares
48.51K
Portfolio %
4.12%
Ishares Tr
-
2025-07-18
Value
9.39M
Shares
154.07K
Portfolio %
4.10%
Spdr Series Trust
-
2025-07-18
Value
9.17M
Shares
126.09K
Portfolio %
4.01%
Vanguard Charlotte Fds
-
2025-07-18
Value
8.97M
Shares
181.19K
Portfolio %
3.92%
Vanguard Bd Index Fds
-
2025-07-18
Value
8.51M
Shares
108.17K
Portfolio %
3.72%
Top Increases | Arcadia Wealth Management, Llc
(2025-03-31 → 2025-06-30)
Vanguard Index Fds
-
2025-07-18
Value Change
arrow_upward 7.41M
Shares
arrow_upward 6.61K
Portfolio % Change
arrow_upward 1.84%
Portfolio %
14.07%
Vanguard Tax-Managed Fds
-
2025-07-18
Value Change
arrow_upward 5.39M
Shares
arrow_upward 37.92K
Portfolio % Change
arrow_upward 0.85%
Portfolio %
13.95%
Ishares Tr
-
2025-07-18
Value Change
arrow_upward 1.88M
Shares
arrow_upward 785.00
Portfolio % Change
arrow_upward 0.32%
Portfolio %
4.67%
Vanguard Index Fds
-
2025-07-18
Value Change
arrow_upward 775.98K
Shares
arrow_upward 869.00
Portfolio % Change
arrow_upward 0.19%
Portfolio %
1.51%
Vanguard Intl Equity Index F
-
2025-07-18
Value Change
arrow_upward 1.72M
Shares
arrow_upward 15.98K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
5.15%
Vanguard Index Fds
-
2025-07-18
Value Change
arrow_upward 991.24K
Shares
arrow_upward 2.65K
Portfolio % Change
arrow_upward 0.13%
Portfolio %
2.74%
Spdr Series Trust
-
2025-07-18
Value Change
arrow_upward 361.28K
Shares
arrow_upward 1.63K
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.64%
Dimensional Etf Trust
-
2025-07-18
Value Change
arrow_upward 268.50K
Shares
arrow_upward 4.08K
Portfolio % Change
arrow_upward 0.06%
Portfolio %
0.53%
Ishares Tr
-
2025-07-18
Value Change
arrow_upward 628.55K
Shares
arrow_upward -617.00
Portfolio % Change
arrow_upward 0.05%
Portfolio %
2.01%
Spdr S&p 500 Etf Tr
-
2025-07-18
Value Change
arrow_upward 133.25K
Shares
arrow_upward 164.00
Portfolio % Change
arrow_upward 0.04%
Portfolio %
0.19%
Top Decreases | Arcadia Wealth Management, Llc
(2025-03-31 → 2025-06-30)
Vanguard Index Fds
-
2025-07-18
Value Change
arrow_downward 2.67M
Shares
arrow_downward 12.41K
Portfolio % Change
arrow_downward 0.00%
Portfolio %
10.20%
Ishares Tr
-
2025-07-18
Value Change
arrow_downward 25.70K
Shares
arrow_downward -87.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Ishares Tr
-
2025-07-18
Value Change
arrow_downward 59.40K
Shares
arrow_downward 11.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.26%
Ishares Tr
-
2025-07-18
Value Change
arrow_downward 49.46K
Shares
arrow_downward -29.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.23%
Ishares Tr
-
2025-07-18
Value Change
arrow_downward 138.81K
Shares
arrow_downward -25.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.58%
Dimensional Etf Trust
-
2025-07-18
Value Change
arrow_downward 189.28K
Shares
arrow_downward 566.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.78%
Ishares Tr
-
2025-07-18
Value Change
arrow_downward 1.06M
Shares
arrow_downward 3.88K
Portfolio % Change
arrow_downward 0.01%
Portfolio %
4.10%
Ishares Tr
-
2025-07-18
Value Change
arrow_downward 20.34K
Shares
arrow_downward -268.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.18%
Sprott Physical Gold Tr
-
2025-07-18
Value Change
arrow_downward 22.13K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.19%
Blackrock Etf Trust
-
2025-07-18
Value Change
arrow_downward 46.09K
Shares
arrow_downward -488.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.29%
Arcadia Wealth Management, Llc (13F - 2025-06-30) Comparing to 2025-03-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Arcadia Wealth Management, Llc
(2025-03-31 → 2025-06-30)
Capitol Ser Tr
-
2025-07-18
Value
add_circle 359.06K
Shares
14.21K
Portfolio %
0.16%
% Change
0.16%
Insulet Corp
PODD
2025-07-18
Value
add_circle 207.49K
Shares
660.00
Portfolio %
0.09%
% Change
0.09%
Ishares Inc
-
2025-07-18
Value
add_circle 203.37K
Shares
3.22K
Portfolio %
0.09%
% Change
0.09%
Closed Positions | Arcadia Wealth Management, Llc
(2025-03-31 → 2025-06-30)
Axt Inc
AXTI
2025-05-05
Value
remove_circle 18.85K
Shares
13.37K
Previous %
12.23%
% Change
-12.23%
Boeing Co
BA-PA
2025-05-05
Value
remove_circle 214.68K
Shares
1.26K
Previous %
12.23%
% Change
-12.23%
Dimensional Etf Trust
DFAU
2025-05-05
Value
remove_circle 225.08K
Shares
5.86K
Previous %
12.23%
% Change
-12.23%
Costco Whsl Corp New
COST
2025-05-05
Value
remove_circle 284.69K
Shares
301.00
Previous %
12.23%
% Change
-12.23%
Palantir Technologies Inc
PLTR
2025-05-05
Value
remove_circle 548.60K
Shares
6.50K
Previous %
12.23%
% Change
-12.23%
Nvidia Corporation
NVDA
2025-05-05
Value
remove_circle 620.74K
Shares
5.73K
Previous %
12.23%
% Change
-12.23%
Invesco Qqq Tr
QQQ
2025-05-05
Value
remove_circle 1.15M
Shares
2.45K
Previous %
12.23%
% Change
-12.23%