Portfolio (Quarterly) Guide ↗

Arcadia Wealth Management, Inc.

· CIK 0002059339

13F Portfolio $210M AUM 58 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 23 Added 12 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	4,026	$683K	0.37%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,397	$204K	0.11%	SOLD
3	BSV	VANGUARD BD INDEX FDS	—	2,584	$203K	0.11%	SOLD

Sector Allocation

Technology 28.2%

Financial Services 27.8%

Consumer Cyclical 12.5%

Healthcare 8.9%

Consumer Defensive 8.1%

Industrials 5.1%

Energy 4.2%

Communication Services 3.6%

Utilities 1.5%