account_balance
Investment manager · 13F filer · SEC CIK 1964226
Arcadia Wealth Management, LLC
Reported value$328Mas of Sep 30, 2026
Positions62 7 new, 11 sold out
Top 10 weight67.0%VUG alone is 12%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
11.7%Trimmed −9%
VEAVanguard Tax-Managed FDS
10.8%Trimmed −9%
SPYMSPDR Series Trust
9.5%Added +58%
VTVVanguard Index FDS
8.1%Trimmed −10%
GOVTiShares Tr
6.1%Added +26%
ACWXiShares Tr
5.8%Added +18%
ILCGiShares Tr
5.2%Added +139%
VWOVanguard Intl Equity Index F
3.9%Trimmed −9%
IWDiShares Tr
3.0%
BNDXVanguard Charlotte FDS
2.8%
BSVVanguard Bd Index FDS
2.6%−9%
VBVanguard Index FDS
2.3%
VUGVanguard Index FDS
11.7%Trimmed −9%
VEAVanguard Tax-Managed FDS
10.8%Trimmed −9%
SPYMSPDR Series Trust
9.5%+58%
VTVVanguard Index FDS
8.1%−10%
GOVTiShares Tr
6.1%
ACWXiShares Tr
5.8%
ILCGiShares Tr
5.2%
VWOVanguard Intl Equity Index F
3.9%
IWD3.0%
BNDX
BSV2.6%
VB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 11.7% Trimmed −9%
VEA Vanguard Tax-Managed FDS 10.8% Trimmed −9%
SPYM SPDR Series Trust 9.5% Added +58%
VTV Vanguard Index FDS 8.1% Trimmed −10%
GOVT iShares Tr 6.1% Added +26%
ACWX iShares Tr 5.8% Added +18%
ILCG iShares Tr 5.2% Added +139%
VWO Vanguard Intl Equity Index F 3.9% Trimmed −9%
IWD iShares Tr 3.0% Held
BNDX Vanguard Charlotte FDS 2.8% Trimmed −9%
BSV Vanguard Bd Index FDS 2.6% Trimmed −9%
VB Vanguard Index FDS 2.3% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SCHF $3.27M
- SPCX $1.86M
- LOEV $596K
- IALT $349K
arrow_upwardAdded
- IUSB +475%
- BLCR +240%
- IVE +150%
- CORO +146%
arrow_downwardTrimmed
- IWF −71%
- IWS −36%
- EFG −33%
- EFV −29%
remove_circleSold out
- AGG $2.96M
- DFSD $1.58M
- DFCF $1.54M
- DFAI $1.34M
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