Arcadia Wealth Management, LLC Portfolio Holdings

Arcadia Wealth Management, LLC

  • $229 Billion
  • Q2 2025

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
$0
$32.2 Billion 14.07% of portfolio
73,431
Q2 2025 Added 9.89%
$0
$31.9 Billion 13.95% of portfolio
559,747
Q2 2025 Added 7.27%
$0
$23.3 Billion 10.2% of portfolio
131,989
Q2 2025 Added 10.37%
$0
$11.8 Billion 5.15% of portfolio
238,188
Q2 2025 Added 7.19%
$0
$10.7 Billion 4.67% of portfolio
25,184
Q2 2025 Added 3.22%
$0
$9.42 Billion 4.12% of portfolio
48,512
Q2 2025 Added 5.29%
$0
$9.39 Billion 4.1% of portfolio
154,066
Q2 2025 Added 2.58%
$0
$9.17 Billion 4.01% of portfolio
126,092
Q2 2025 Added 1.13%
$0
$8.97 Billion 3.92% of portfolio
181,187
Q2 2025 Added 5.57%
$0
$8.51 Billion 3.72% of portfolio
108,168
Q2 2025 Added 5.56%
$0
$6.28 Billion 2.74% of portfolio
26,487
Q2 2025 Added 11.12%
$0
$4.94 Billion 2.16% of portfolio
49,758
Q2 2025 Reduced 0.21%
$0
$4.59 Billion 2.01% of portfolio
33,085
Q2 2025 Reduced 1.83%
$0
$4.32 Billion 1.89% of portfolio
93,131
Q2 2025 Added 3.02%
$0
$4.18 Billion 1.83% of portfolio
53,992
Q2 2025 Added 5.5%
$0
$4.08 Billion 1.78% of portfolio
58,685
Q2 2025 Added 6.27%
$0
$2.74 Billion 1.2% of portfolio
26,243
Q2 2025 Reduced 3.87%
$2.28T
$2.44 Billion 1.07% of portfolio
11,119
Q2 2025 Reduced 17.56%
$0
$2.37 Billion 1.03% of portfolio
49,318
Q2 2025 Added 6.45%
$0
$2.32 Billion 1.02% of portfolio
54,984
Q2 2025 Added 6.08%
$0
$2.32 Billion 1.01% of portfolio
9,419
Q2 2025 Reduced 2.02%
$0
$1.78 Billion 0.78% of portfolio
51,385
Q2 2025 Added 1.11%
$0
$1.7 Billion 0.74% of portfolio
47,749
Q2 2025 Added 0.26%
$0
$1.6 Billion 0.7% of portfolio
8,742
Q2 2025 Reduced 1.85%
$0
$1.49 Billion 0.65% of portfolio
63,367
Q2 2025 Added 9.24%
$0
$1.47 Billion 0.64% of portfolio
15,429
Q2 2025 Added 11.78%
$0
$1.38 Billion 0.6% of portfolio
21,772
Q2 2025 Reduced 6.11%
$0
$1.38 Billion 0.6% of portfolio
32,206
Q2 2025 Added 10.47%
$0
$1.38 Billion 0.6% of portfolio
47,787
Q2 2025 Added 3.69%
$0
$1.32 Billion 0.58% of portfolio
15,672
Q2 2025 Reduced 5.09%
$0
$1.32 Billion 0.58% of portfolio
11,775
Q2 2025 Reduced 0.21%
$0
$1.22 Billion 0.53% of portfolio
40,762
Q2 2025 Added 11.13%
$0
$1.19 Billion 0.52% of portfolio
19,905
Q2 2025 Added 1.82%
$142B
$1.08 Billion 0.47% of portfolio
8,786
Q2 2025 Reduced 0.03%
$0
$796 Million 0.35% of portfolio
7,228
Q2 2025 Reduced 0.45%
$3.81T
$775 Million 0.34% of portfolio
1,559
Q2 2025 Reduced 21.34%
$0
$732 Million 0.32% of portfolio
5,540
Q2 2025 Added 15.75%
$426B
$729 Million 0.32% of portfolio
1
Q1 2023 New
$0
$668 Million 0.29% of portfolio
12,258
Q2 2025 Reduced 3.83%
$631B
$622 Million 0.27% of portfolio
1,281
Q2 2025 Reduced 4.83%
$0
$587 Million 0.26% of portfolio
4,339
Q2 2025 Added 0.25%
$3.38T
$549 Million 0.24% of portfolio
2,675
Q2 2025 Reduced 18.84%
$0
$521 Million 0.23% of portfolio
1,713
Q2 2025 Reduced 1.66%
$104B
$507 Million 0.22% of portfolio
1,158
Q2 2025 Reduced 5.7%
$0
$440 Million 0.19% of portfolio
713
Q2 2025 Added 29.87%
$0
$431 Million 0.19% of portfolio
4,667
Q2 2025 Added 1.35%
$0
$435 Million 0.19% of portfolio
17,154
Q4 2023 New
$0
$413 Million 0.18% of portfolio
5,427
Q2 2025 Reduced 4.71%
$0
$417 Million 0.18% of portfolio
2,136
Q2 2025 Added 0.52%

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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