Arcadia Wealth Management, LLC Portfolio Holdings

Arcadia Wealth Management, LLC

  • $203 Billion
  • Q1 2025

Arcadia Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $203 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $26.5B, Vanguard Growth ETF with a value of $24.8B, Vanguard Value ETF with a value of $20.7B, Vanguard Ftse Emerging Mkts Et with a value of $10.1B, and Ishares Russell 1000 Gr ETF with a value of $8.81B.

Examining the 13F form we can see an increase of $4.96B in the current position value, from $198B to 203B.

Arcadia Wealth Management, LLC is based out at Manchester, NH

Below you can find more details about Arcadia Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $192 Billion
Consumer Cyclical: $3.64 Billion
Technology: $2.66 Billion
Financial Services: $2.24 Billion
Industrials: $628 Million
Communication Services: $357 Million
Consumer Defensive: $285 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Billion 13.09% of portfolio
521,831
Q1 2025 Added 5.45%
$0
$24.8 Billion 12.23% of portfolio
66,822
Q1 2025 Added 0.53%
$0
$20.7 Billion 10.2% of portfolio
119,583
Q1 2025 Reduced 4.17%
$0
$10.1 Billion 4.96% of portfolio
222,205
Q1 2025 Added 15.23%
$0
$8.81 Billion 4.35% of portfolio
24,399
Q1 2025 Added 4,360.51%
$0
$8.67 Billion 4.28% of portfolio
46,073
Q1 2025 New
$0
$8.38 Billion 4.14% of portfolio
171,625
Q1 2025 Added 5.85%
$0
$8.33 Billion 4.11% of portfolio
150,186
Q1 2025 Added 6.85%
$0
$8.2 Billion 4.05% of portfolio
124,677
Q1 2025 Reduced 2.0%
$0
$8.02 Billion 3.96% of portfolio
102,470
Q1 2025 Added 8.34%
$0
$5.29 Billion 2.61% of portfolio
23,837
Q1 2025 Reduced 4.6%
$0
$4.93 Billion 2.44% of portfolio
49,864
Q1 2025 New
$0
$4.19 Billion 2.07% of portfolio
90,401
Q1 2025 Added 7.85%
$0
$3.96 Billion 1.95% of portfolio
33,702
Q1 2025 Added 1.87%
$0
$3.92 Billion 1.93% of portfolio
51,175
Q1 2025 Added 9.73%
$0
$3.89 Billion 1.92% of portfolio
55,220
Q1 2025 Added 11.16%
$0
$2.68 Billion 1.32% of portfolio
5,217
Q1 2025 Reduced 7.37%
$2.09T
$2.57 Billion 1.27% of portfolio
13,487
Q1 2025 Added 10.41%
$0
$2.2 Billion 1.09% of portfolio
46,331
Q1 2025 Added 0.95%
$0
$2.18 Billion 1.08% of portfolio
51,834
Q1 2025 Added 1.46%
$0
$2.03 Billion 1.0% of portfolio
9,613
Q1 2025 Reduced 1.75%
$0
$1.58 Billion 0.78% of portfolio
47,625
Q1 2025 Added 3.5%
$0
$1.59 Billion 0.78% of portfolio
50,819
Q1 2025 Added 3.35%
$0
$1.52 Billion 0.75% of portfolio
8,907
Q1 2025 Reduced 0.11%
$0
$1.38 Billion 0.68% of portfolio
58,006
Q1 2025 Added 2.18%
$0
$1.36 Billion 0.67% of portfolio
16,512
Q1 2025 Reduced 0.24%
$0
$1.37 Billion 0.67% of portfolio
23,190
Q1 2025 Added 11.31%
$0
$1.19 Billion 0.59% of portfolio
46,088
Q1 2025 Added 2.77%
$0
$1.18 Billion 0.58% of portfolio
11,800
Q1 2025 Reduced 2.95%
$0
$1.15 Billion 0.57% of portfolio
29,154
Q1 2025 Added 3.46%
$0
$1.15 Billion 0.57% of portfolio
2,450
Q1 2025 Added 0.12%
$0
$1.11 Billion 0.55% of portfolio
13,803
Q1 2025 Added 18.01%
$155B
$1.07 Billion 0.53% of portfolio
8,789
Q4 2024 Reduced 0.61%
$0
$1.06 Billion 0.52% of portfolio
19,550
Q1 2025 Added 18.72%
$0
$948 Million 0.47% of portfolio
36,681
Q1 2025 Added 1.4%
$462B
$798 Million 0.39% of portfolio
1
Q1 2023 New
$3.39T
$744 Million 0.37% of portfolio
1,982
Q1 2025 Added 10.11%
$3.39T
$732 Million 0.36% of portfolio
3,296
Q1 2025 Added 10.75%
$694B
$717 Million 0.35% of portfolio
1,346
Q1 2025 Added 4.67%
$0
$674 Million 0.33% of portfolio
7,261
Q1 2025 Reduced 4.31%
$337B
$621 Million 0.31% of portfolio
5,727
Q1 2025 Added 9.73%
$0
$621 Million 0.31% of portfolio
12,746
Q1 2025 Reduced 3.62%
$0
$603 Million 0.3% of portfolio
4,786
Q1 2025 Added 0.46%
$254B
$549 Million 0.27% of portfolio
6,500
Q1 2025 Reduced 30.15%
$0
$528 Million 0.26% of portfolio
4,328
Q1 2025 Added 0.25%
$0
$472 Million 0.23% of portfolio
1,742
Q1 2025 Added 11.17%
$0
$413 Million 0.2% of portfolio
17,154
Q4 2023 New
$99.4B
$414 Million 0.2% of portfolio
1,228
Q4 2024 Added 0.49%
$0
$405 Million 0.2% of portfolio
2,125
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $203 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Arcadia Wealth Management, LLC Portfolio

Follow Arcadia Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arcadia Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arcadia Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email