Notify me when Arcadia Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 63 | $268,781,381 | +$15,747,176 | -$3,091,146 | +$12,656,030 | VUG, VEA, VTV, IWF, VWO | 13F-HR | 03 Feb 2026, 17:16 |
| Q3 2025 | 61 | $252,096,982 | +$21,862,413 | -$11,876,278 | +$9,986,135 | VUG, VEA, VTV, IWF, VWO | 13F-HR | 12 Nov 2025, 09:15 |
| Q2 2025 | 59 | $228,778,896 | +$13,728,553 | -$4,722,451 | +$9,006,102 | VUG, VEA, VTV, VWO, IWF | 13F-HR | 18 Jul 2025, 09:05 |
| Q1 2025 | 63 | $202,558,250 | +$30,651,587 | -$24,168,117 | +$6,483,470 | VEA, VUG, VTV, VWO, IWF | 13F-HR | 05 May 2025, 15:54 |
| Q4 2024 | 62 | $197,601,395 | +$16,095,449 | -$6,476,760 | +$9,618,689 | VUG, VEA, VTV, GOVT, SPLG | 13F-HR | 23 Jan 2025, 16:20 |
| Q3 2024 | 62 | $189,997,005 | +$31,399,716 | -$25,382,281 | +$6,017,435 | VUG, VEA, VTV, GOVT, VWO | 13F-HR | 07 Nov 2024, 10:21 |
| Q2 2024 | 62 | $175,098,306 | +$19,188,931 | -$8,408,308 | +$10,780,623 | VUG, VEA, VTV, SPTI, AGG | 13F-HR | 26 Jul 2024, 15:45 |
| Q1 2024 | 57 | $162,637,776 | +$15,062,809 | -$3,786,810 | +$11,275,999 | VEA, VUG, VTV, AGG, SPTI | 13F-HR | 08 May 2024, 10:19 |
| Q4 2023 | 55 | $143,997,680 | +$13,132,862 | -$8,613,704 | +$4,519,158 | VEA, SPTI, VUG, VTV, AGG | 13F-HR | 23 Jan 2024, 15:03 |
| Q3 2023 | 49 | $128,171,124 | +$5,328,850 | -$7,783,181 | -$2,454,331 | SPTI, VEA, VUG, VTV, AGG | 13F-HR | 14 Nov 2023, 08:28 |
| Q2 2023 | 53 | $135,532,676 | +$97,265,582 | -$87,842,782 | +$9,422,800 | SPTI, VEA, VUG, VTV, SPLG | 13F-HR | 14 Aug 2023, 11:57 |
| Q1 2023 | 57 | $120,534,721 | +$9,791,841 | -$10,233,295 | -$441,454 | VOO, IWY, IWX, IEMG, EFG | 13F-HR | 20 Apr 2023, 15:16 |
| Q4 2022 | 59 | $113,927,028 | $0 | $0 | $0 | VOO, IWY, IWX, IEMG, EFG | 13F-HR | 07 Feb 2023, 16:16 |