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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
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 13,061.0 $2.5M 1.19% -80.0 -0.6% $190.51 -3.6%
22 IBB ISHARES TR 12,914.0 $2.5M 1.17% -875.0 -6.3% $190.19 +10.8%
23 AAPL APPLE INC Technology 7,391.0 $2.1M 1.02% +88.0 +1.2% $289.36 +12.4%
24 LMBS FIRST TR EXCHANGE-TRADED FD 32,856.0 $1.6M 0.78% -250.0 -0.8% $49.78 -0.7%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,092.0 $1.6M 0.74% -60.0 -2.8% $746.77 +2.0%
26 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 24,946.0 $1.1M 0.51% $42.77 -51.3%
27 TMCI TREACE MED CONCEPTS INC Healthcare 209,972.0 $836K 0.40% $3.98 +15.6%
28 TSLA TESLA INC Consumer Cyclical 1,849.0 $778K 0.37% $420.60 -15.3%
29 ADI ANALOG DEVICES INC Technology 1,740.0 $691K 0.33% $397.14 -10.7%
30 LEU CENTRUS ENERGY CORP Energy 4,000.0 $671K 0.32% $167.87 +0.3%
31 MSFT MICROSOFT CORP Technology 1,580.0 $589K 0.28% $372.91 +34.4%
32 META META PLATFORMS INC Communication Services 1,013.0 $571K 0.27% +35.0 +3.6% $563.29 +2.7%
33 AMZN AMAZON COM INC Consumer Cyclical 2,247.0 $536K 0.26% +148.0 +7.0% $238.37 +6.9%
34 PFE PFIZER INC Healthcare 22,043.0 $531K 0.25% -1K -4.3% $24.08 +18.6%
35 HD HOME DEPOT INC Consumer Cyclical 1,432.0 $505K 0.24% $352.58 -9.3%
36 VEA VANGUARD TAX-MANAGED FDS 6,723.0 $479K 0.23% +172.0 +2.6% $71.25 +1.2%
37 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,921.0 $430K 0.20% $223.96 +26.6%
38 MSA MSA SAFETY INC Industrials 2,198.0 $384K 0.18% $174.56 +7.4%
39 BND VANGUARD BD INDEX FDS 5,178.0 $380K 0.18% +135.0 +2.7% $73.41 -2.2%
40 AEYE AUDIOEYE INC Technology 63,351.0 $368K 0.18% $5.81 +20.7%
Page 2 of 3  ·  58 positions

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
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%