Data as of Q4 2025 (Dec 31, 2025)

Arcadia Wealth Management, LLC

•CIK: 1964226•Filing: Q4 2025

**Arcadia Wealth Management, LLC** manages $269M across a diversified portfolio of 63 positions. The strategy exhibits a notable tilt toward US growth and international exposure, evidenced by top holdings including VUG ($36.8M) and VEA ($36.6M). Significant allocations are also maintained in value and international indices, such as VTV ($25.7M) and VWO ($13.5M). This concentration suggests a systematic approach balancing domestic growth potential with global diversification.

Total AUM
$268.8M
QoQ Performance
+6.6%
Positions
25
Top 10 Concentration
65.3%
Latest Filing
Q4 2025

Top Holdings Allocation

VUG
VEA
VTV
IWF
VWO
VUG13.7%
VEA13.6%
VTV9.6%
IWF5.4%
VWO5.0%
IWD4.3%
ACWX3.7%
SPYM3.5%

📈 Biggest Buys

VUG
VANGUARD INDEX FDS
+10.4%
13.7% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+9.6%
13.6% of portfolio
GOVT
ISHARES TR
+66.1%
2.4% of portfolio
VTV
VANGUARD INDEX FDS
+10.2%
9.6% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+10.8%
5.0% of portfolio

📉 Biggest Sells

IWF
ISHARES TR
-5.0%
5.4% of portfolio
SPYG
SPDR SERIES TRUST
-21.0%
0.5% of portfolio
IEMG
ISHARES INC
-14.2%
0.6% of portfolio
QUAL
ISHARES TR
-15.0%
0.5% of portfolio
SCEC
CAPITOL SER TR
-43.1%
0.1% of portfolio

Sector Breakdown

Other96.1%
ETF1.9%
Consumer1.0%
Financial0.5%
Technology0.5%

🚪 Exited Positionssold since Q3 2025

PODD
INSULET CORP
SOLD
$203.9K

Changes from Q3 2025

NEW3 new positions
↑23 increased
↓33 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VUG13.7%
VANGUARD INDEX FDS
$36.8M
VEA13.6%
VANGUARD TAX-MANAGED FDS
$36.6M
VTV9.6%
VANGUARD INDEX FDS
$25.7M
IWF5.4%
ISHARES TR
$14.5M
VWO5.0%
VANGUARD INTL EQUITY INDEX F
$13.5M

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