$136 Million is the total value of Arcadia Wealth Management, LLC's 53 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $517,810 | +11.2% | 1 | 0.0% | 0.38% | -1.0% | |
| BA | BOEING CO | $266,437 | -0.6% | 1,262 | 0.0% | 0.20% | -11.3% | |
| PODD | INSULET CORP | $223,752 | -9.6% | 776 | 0.0% | 0.16% | -19.5% | |
| AXTI | AXT INC | $45,980 | -13.6% | 13,366 | 0.0% | 0.03% | -22.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 16.0% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 10.8% |
| ISHARES TR | 4 | Q3 2023 | 10.6% |
| SPDR SER TR | 4 | Q3 2023 | 8.2% |
| ISHARES TR | 4 | Q3 2023 | 8.1% |
| ISHARES TR | 4 | Q3 2023 | 7.1% |
| ISHARES INC | 4 | Q3 2023 | 5.5% |
| ISHARES TR | 4 | Q3 2023 | 5.4% |
| ISHARES TR | 4 | Q3 2023 | 4.8% |
| ISHARES TR | 4 | Q3 2023 | 3.5% |
View Arcadia Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-07 |
View Arcadia Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.