Arcadia Wealth Management, LLC: 13F holdings
CIK 19642262026Q2
| Positions | 66 |
|---|
| Reported value | $318.6m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 66 (-1 vs prior quarter) |
|---|
| Reported value | $318.6m (+15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 472,892 | $40.7m | 12.8% |
| VEA VANGUARD TAX-MANAGED FDS | 555,333 | $39.6m | 12.4% |
| VTV VANGUARD INDEX FDS | 135,960 | $29.6m | 9.3% |
| SPYM SPDR SERIES TRUST | 218,104 | $19.2m | 6.0% |
| GOVT ISHARES TR | 729,380 | $16.6m | 5.2% |
| ACWX ISHARES TR | 214,141 | $16.3m | 5.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 240,645 | $14.4m | 4.5% |
| IWF ISHARES TR | 106,025 | $13.2m | 4.1% |
| BNDX VANGUARD CHARLOTTE FDS | 212,262 | $10.3m | 3.2% |
| IWD ISHARES TR | 40,910 | $9.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964226")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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