Arcadia Wealth Management, LLC
All 13F Filings
- Location
- Manchester, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 318,556
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 66 | 318,556 | 13F-HR | Arcadia Wealth Management, LLC |
| Q1 2026 | 4/27/2026 | 67 | 276,351 | 13F-HR | Arcadia Wealth Management, LLC |
| Q4 2025 | 2/3/2026 | 63 | 268,781 | 13F-HR | Arcadia Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 61 | 252,097 | 13F-HR | Arcadia Wealth Management, LLC |
| Q2 2025 | 7/18/2025 | 59 | 228,779 | 13F-HR | Arcadia Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.3 K | 4.8% | 523 | 0 | 523 |
| ETFs | 288.9 K | 90.7% | 40.76 K | 0 | 40.76 K |
| Debt | 14.36 K | 4.5% | 927 | 0 | 927 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
318,556
Holdings
66
QoQ value change ($000)
42,205
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.