Arcadia Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 62 individual securities held by the firm. The report was signed by Michael R. Panico, the Chief Compliance Officer for the firm, and was filed on October 22, 2026.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings spanning various market sectors and geographies. Major U.S. equity exposure is represented by iShares and SPDR Series Trust ETFs, including the iShares Core S&P 500 ETF, iShares Core MSCI USA Quality Factor ETF, and the SPDR Series Trust S&P 500 ETF. International exposure is diversified across iShares and Vanguard ETFs tracking developed and emerging markets, such as the iShares Core MSCI International ETF and the Vanguard International Equity Index Fund FTSE Emerging Markets ETF.
The filing also includes specific equity positions in large-cap technology and industrial companies. Notable individual stock holdings include Amazon.com Inc., Apple Inc., Broadcom Inc., Caterpillar Inc., Palantir Technologies Inc., and Tesla (Space Exploration Technologies Corp). Additionally, the portfolio includes a position in Berkshire Hathaway Inc., held in both Class A and Class B shares.
In the fixed income sector, the portfolio holds various bond ETFs, including the iShares U.S. Treasury Bond ETF and multiple Vanguard bond index funds tracking intermediate, short-term, and long-term durations. The filing also lists a position in the Sprott Asset Management LP Physical Gold Trust.
