Arcadia Wealth Management, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $32.2B, Vanguard Ftse Developed Market with a value of $31.9B, Vanguard Value ETF with a value of $23.3B, Vanguard Ftse Emerging Mkts Et with a value of $11.8B, and Ishares Russell 1000 Gr ETF with a value of $10.7B.

Examining the 13F form we can see an increase of $26.2B in the current position value, from $203B to 229B.

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 $229 Billion
ETFs: $220 Billion
Consumer Cyclical: $3.52 Billion
Financial Services: $2.09 Billion
Technology: $1.32 Billion
Industrials: $507 Million
Communication Services: $252 Million
Healthcare: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $229 Billion
  • Prior Value $203 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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