Arcadia Wealth Management, Inc.
All 13F Filings
- Location
- Smithtown, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 184,786
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 55 | 184,786 | 13F-HR | Arcadia Wealth Management, Inc. |
| Q4 2025 | 2/10/2026 | 56 | 174,361 | 13F-HR | Arcadia Wealth Management, Inc. |
| Q3 2025 | 11/4/2025 | 59 | 164,634 | 13F-HR | Arcadia Wealth Management, Inc. |
| Q2 2025 | 8/4/2025 | 53 | 146,785 | 13F-HR | Arcadia Wealth Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.04 K | 6.5% | 0 | 107.4 K | -107.4 K |
| ETFs | 172.5 K | 93.4% | 117.8 K | 0 | 117.8 K |
| Debt | 203 | 0.1% | 0 | 1 | -1 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
184,786
Holdings
55
QoQ value change ($000)
10,425
(6.0%)
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.