Arcadia Wealth Management, Inc. - Portfolio Stock Holdings
Arcadia Wealth Management, Inc. disclosed 60 stock positions in a recent SEC 13F filing. $209,558,491 of stock holdings were filed, with the largest holdings including AVUS, DFAC, and DFAI. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.We estimate the fund has a total AUM of $383,594,739 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
60Est. Stock Holding Value:
$209,558,491Top Stock Holdings By Sector
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Portfolio Stock Holdings - Arcadia Wealth Management, Inc.
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