Long-term investor
Arcadia Wealth Management, LLC @arcadiawealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964226).
Record
- Tracked since 2025-06-30 (441 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 12.8% · long · since 2025-06-30
- VEA · 12.4% · long · since 2025-06-30
- VTV · 9.3% · long · since 2025-06-30
- SPYM · 6.0% · long · since 2025-06-30
- GOVT · 5.2% · long · since 2025-09-30
- ACWX · 5.1% · long · since 2025-06-30
- VWO · 4.5% · long · since 2025-06-30
- IWF · 4.1% · long · since 2025-06-30
- BNDX · 3.2% · long · since 2025-06-30
- IWD · 3.1% · long · since 2025-06-30
- BSV · 3.0% · long · since 2025-06-30
- VB · 2.8% · long · since 2025-06-30