Arcadia Wealth Management, LLC
Annual return '25
+12.5%
SPY '25
+17.7%
Alpha
-5.2ptsvs SPY
Invested
$276.4M
Holdings
67
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 585.9k shares)
13.0%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 75.4k shares)
12.6%
03
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 134.6k shares)
9.6%
04
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Sold 98.0% (250.2k → 5.1k shares)
4.7%
05
$GOVT
ISHARES TR
Q1 2026: Exited (was 284.1k shares)
4.7%
06
$IWF
ISHARES TR
Q1 2026: Exited (was 30.6k shares)
4.5%
07
$ACWX
ISHARES TR
Q1 2026: Sold 88.3% (148.6k → 17.4k shares)
4.5%
08
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 117.3k shares)
4.2%
09
$BNDX
VANGUARD CHARLOTTE FDS
Q1 2026: Exited (was 184.6k shares)
3.4%
10
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 109.2k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:42 UTC.