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 (431 days), 51 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.3% · 6 months +8.9% · 1 year +15.3% · all +15.3%
  • Max drawdown -1.9% · Sharpe 0.96 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908736 · 12.8% · long · since 2025-06-30
  • 921943858 · 12.4% · long · since 2025-06-30
  • 922908744 · 9.3% · long · since 2025-06-30
  • 78464A854 · 6.0% · long · since 2025-06-30
  • 46429B267 · 5.2% · long · since 2025-09-30
  • 464288240 · 5.1% · long · since 2025-06-30
  • 922042858 · 4.5% · long · since 2025-06-30
  • 464287614 · 4.1% · long · since 2025-06-30
  • 92203J407 · 3.2% · long · since 2025-06-30
  • 464287598 · 3.1% · long · since 2025-06-30
  • 921937827 · 3.0% · long · since 2025-06-30
  • 922908751 · 2.8% · long · since 2025-06-30

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