Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Arcadia Wealth Management, LLC (CIK 1964226) reported $276.4M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($35.8M, 12.97%), VUG ($34.7M, 12.57%), VTV ($26.6M, 9.64%), VWO ($13.0M, 4.72%), GOVT ($12.9M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $35.8M | 12.97% | 559,227 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $34.7M | 12.57% | 79,537 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $26.6M | 9.64% | 135,718 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $13.0M | 4.72% | 241,190 | Trimmed |
| 5 | GOVT | ISHARES TR | $12.9M | 4.66% | 562,027 | Added |
| 6 | IWF | ISHARES TR | $12.5M | 4.52% | 29,309 | Trimmed |
| 7 | ACWX | ISHARES TR | $12.4M | 4.50% | 181,809 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $11.6M | 4.18% | 151,071 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $9.5M | 3.45% | 198,258 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $9.1M | 3.28% | 115,571 | Added |
| 11 | IWD | ISHARES TR | $8.4M | 3.06% | 39,521 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $7.7M | 2.78% | 29,374 | Added |
| 13 | IWS | ISHARES TR | $6.0M | 2.19% | 41,499 | Added |
| 14 | SMDOX | STERLING CAP FDS | $5.5M | 1.98% | 220,403 | New |
| 15 | ILCG | ISHARES TR | $5.0M | 1.80% | 52,162 | Added |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $4.5M | 1.61% | 94,973 | Added |
| 17 | BLV | VANGUARD BD INDEX FDS | $4.4M | 1.58% | 63,571 | Added |
| 18 | BIV | VANGUARD BD INDEX FDS | $4.4M | 1.58% | 56,622 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $4.4M | 1.58% | 7,289 | Added |
| 20 | IWP | ISHARES TR | $4.2M | 1.52% | 32,699 | Added |
| 21 | AGG | ISHARES TR | $2.8M | 1.03% | 28,624 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $2.2M | 0.81% | 10,789 | Added |
| 23 | IWY | ISHARES TR | $2.0M | 0.72% | 8,022 | Trimmed |
| 24 | DFSD | DIMENSIONAL ETF TRUST | $1.9M | 0.70% | 40,190 | Trimmed |
| 25 | DFCF | DIMENSIONAL ETF TRUST | $1.9M | 0.68% | 44,679 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31