Arcadia Wealth Management, LLC

Est. AUM

$276.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$35.8M	559227	12.97%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$34.7M	79537	12.57%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$26.6M	135718	9.64%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.0M	241190	4.72%	SOLE
5	ISHARES TR	US TREAS BD ETF	$12.9M	562027	4.66%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$12.5M	29309	4.52%	SOLE
7	ISHARES TR	MSCI ACWI EX US	$12.4M	181809	4.50%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$11.6M	151071	4.18%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.5M	198258	3.45%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$9.1M	115571	3.28%	SOLE
11	ISHARES TR	RUS 1000 VAL ETF	$8.4M	39521	3.06%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$7.7M	29374	2.78%	SOLE
13	ISHARES TR	RUS MDCP VAL ETF	$6.0M	41499	2.19%	SOLE
14	STERLING CAP FDS	NATIONAL MUNI BD	$5.5M	220403	1.98%	SOLE
15	ISHARES TR	MORNINGSTAR GRWT	$5.0M	52162	1.80%	SOLE
16	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$4.5M	94973	1.61%	SOLE
17	VANGUARD BD INDEX FDS	LONG TERM BOND	$4.4M	63571	1.58%	SOLE
18	VANGUARD BD INDEX FDS	INTERMED TERM	$4.4M	56622	1.58%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	7289	1.58%	SOLE
20	ISHARES TR	RUS MD CP GR ETF	$4.2M	32699	1.52%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$2.8M	28624	1.03%	SOLE
22	AMAZON COM INC	COM	$2.2M	10789	0.81%	SOLE
23	ISHARES TR	RUS TP200 GR ETF	$2.0M	8022	0.72%	SOLE
24	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.9M	40190	0.70%	SOLE
25	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.9M	44679	0.68%	SOLE
26	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.6M	40496	0.57%	SOLE
27	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.5M	29258	0.56%	SOLE
28	ISHARES INC	CORE MSCI EMKT	$1.5M	21730	0.55%	SOLE
29	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.5M	43043	0.53%	SOLE
30	TJX COS INC NEW	COM	$1.4M	8799	0.51%	SOLE
31	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.4M	38201	0.51%	SOLE
32	ISHARES TR	MSCI USA QLT FCT	$1.4M	7155	0.50%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$1.3M	11600	0.47%	SOLE
34	ISHARES TR	RUS TP200 VL ETF	$1.3M	13984	0.47%	SOLE
35	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.3M	21828	0.46%	SOLE
36	ISHARES TR	EAFE VALUE ETF	$1.3M	16895	0.45%	SOLE
37	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$1.2M	51573	0.44%	SOLE
38	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.2M	36145	0.44%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	12324	0.44%	SOLE
40	ISHARES TR	EAFE GRWTH ETF	$1.1M	9532	0.38%	SOLE
41	ISHARES TR	S&P 500 VAL ETF	$1.0M	4795	0.37%	SOLE
42	BLACKROCK ETF TRUST	ISHARES INTL CTR	$911K	28346	0.33%	SOLE
43	BROADCOM INC	COM	$860K	2781	0.31%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.26%	SOLE
45	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$607K	17154	0.22%	SOLE
46	APPLE INC	COM	$592K	2334	0.21%	SOLE
47	MICROSOFT CORP	COM	$586K	1585	0.21%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$581K	1213	0.21%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$538K	828	0.19%	SOLE
50	BLACKROCK ETF TRUST	ISHARES A I INNO	$533K	16205	0.19%	SOLE

1–50 of 67

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.