Long-term investor
Arcadia Wealth Management, Inc. @arcadiawealthmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002059339).
Record
- Tracked since 2025-06-30 (441 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +11.6% · 6 months n/a · 1 year +21.2% · all +21.2%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVUS · 22.5% · long · since 2025-06-30
- DFAC · 20.1% · long · since 2025-06-30
- DFAI · 8.0% · long · since 2025-06-30
- AVUV · 5.0% · long · since 2025-06-30
- DFSD · 3.9% · long · since 2025-06-30
- DFEM · 3.2% · long · since 2025-06-30
- IVV · 2.7% · long · since 2025-06-30
- DFCF · 2.7% · long · since 2025-06-30
- DFAR · 2.4% · long · since 2025-06-30
- AVDE · 2.3% · long · since 2025-06-30
- AVIG · 2.0% · long · since 2025-06-30
- XBI · 1.9% · long · since 2025-06-30