Portfolio (Quarterly) Guide ↗

Arcadia Wealth Management, LLC

· CIK 0001964226

13F Portfolio $276M AUM 67 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 28 Added 25 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MUB	ISHARES TR	—	25,605	$2.7M	1.02%	SOLD
2	TSLA	TESLA INC	Consumer Cyclical	458	$206K	0.08%	SOLD

Sector Allocation

Consumer Cyclical 47.4%

Technology 26.5%

Financial Services 19.9%

Industrials 6.3%