Arcadia Wealth Management
Arcadia Wealth Management reported 62 stocks worth $328M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VUG (11.8%), VEA (10.8%) and SPYM (9.4%). Compared with Q2 2026, the fund opened new positions in SCHF, SPCX and LOEV, added to SPYM, GOVT and ACWX, trimmed VUG, VEA and VTV and sold out of AGG, DFSD and DFCF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $38.6M | 11.8% | 428K | −45K (−9%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $35.5M | 10.8% | 503K | −53K (−9%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $31M | 9.4% | 346K | +128K (+58%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $26.5M | 8.1% | 123K | −13K (−10%) | 8 of 8 | |
| 5 |  GOVT Ishares US Treasury Bond | $20.2M | 6.1% | 922K | +192K (+26%) | 6 of 8 | |
| 6 |  ACWX Ishares TR | $19.1M | 5.8% | 253K | +39K (+18%) | 8 of 8 | |
| 7 |  ILCG Ishares TR | $17.1M | 5.2% | 146K | +85K (+139%) | 5 of 8 | |
| 8 |  VWO Vanguard Intl Equity Index F | $12.9M | 3.9% | 218K | −23K (−9%) | 8 of 8 | |
| 9 |  IWD Ishares TR | $10M | 3.0% | 40K | −775 (−2%) | 7 of 8 | |
| 10 |  BNDX Vanguard Total | $9M | 2.8% | 193K | −19K (−9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $3M | 30K |
 DFSD Dimensional Shrt Drt Fxd | $1.6M | 33K |
 DFCF Dimensional Core Fixed | $1.5M | 37K |
 DFAI Dimensional Intern Core | $1.3M | 33K |
DIMENSIONAL ETF TRUST | $1.3M | 31K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arcadia Wealth Management 13F FAQ
What does Arcadia Wealth Management own?
Arcadia Wealth Management reported 62 stocks worth $328M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VUG (11.8%), VEA (10.8%) and SPYM (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Arcadia Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 19 added to, 28 trimmed and 11 sold out. New positions include SCHF, SPCX and LOEV. It sold all of AGG, DFSD and DFCF.
When will Arcadia Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Arcadia Wealth Management's portfolio worth?
The Q3 2026 filing reports $328M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.