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Portfolio (Quarterly) Guide ↗

Arcadia Wealth Management, LLC

· CIK 0001964226
13F Portfolio $319M AUM 66 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 28 Added 22 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 974.0 $717K 0.23% NEW $736.45 -3.9%
2 PLTR PALANTIR TECHNOLOGIES INC Technology 3,788.0 $442K 0.14% NEW $116.68 +54.2%
3 VT VANGUARD INTL EQUITY INDEX F 2,485.0 $390K 0.12% NEW $156.93 +1.5%
4 AXTI AXT INC Technology 4,202.0 $303K 0.10% NEW $72.08 -22.2%
5 CVS CVS HEALTH CORP Healthcare 2,451.0 $254K 0.08% NEW $103.46 -5.7%
6 IUSB ISHARES TR 5,320.0 $246K 0.08% NEW $46.15 -2.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 39.1%
Technology 31.2%
Financial Services 22.1%
Industrials 5.0%
Healthcare 2.6%