$128 Million is the total value of Arcadia Wealth Management, LLC's 49 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $531,477 | +2.6% | 1 | 0.0% | 0.42% | +8.6% | |
| BA | BOEING CO | $241,857 | -9.2% | 1,262 | 0.0% | 0.19% | -4.1% | |
| AXTI | AXT INC | $32,079 | -30.2% | 13,366 | 0.0% | 0.02% | -26.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 12.0% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 16.0% |
| ISHARES TR | 7 | Q2 2024 | 9.5% |
| SPDR SER TR | 7 | Q2 2024 | 8.2% |
| ISHARES TR | 7 | Q2 2024 | 10.6% |
| ISHARES TR | 7 | Q2 2024 | 8.1% |
| VANGUARD CHARLOTTE FDS | 7 | Q2 2024 | 3.8% |
| ISHARES TR | 7 | Q2 2024 | 3.5% |
| ISHARES TR | 7 | Q2 2024 | 2.4% |
| ISHARES TR | 7 | Q2 2024 | 5.4% |
View Arcadia Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 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.