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Arcadia Wealth Management, LLC - Portfolio Stock Holdings

Arcadia Wealth Management, LLC disclosed 73 stock positions in a recent SEC 13F filing. $318,555,886 of stock holdings were filed, with the largest holdings including VUG, VEA, and VTV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $445,515,434 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

73

Est. Stock Holding Value:

$318,555,886

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Arcadia Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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