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ARCADIA WEALTH MANAGEMENT, INC. 13F portfolio summary

ARCADIA WEALTH MANAGEMENT, INC. of ARCADIA WEALTH MANAGEMENT, INC. has 55 current stock holdings with a reported portfolio value of $184.8M. The portfolio 1 year return is +16.96%. Top holdings include BSV (0.00%), QQQ (0.00%), SPY (0.00%), AVUS (22.06%), DFAC (20.46%).

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ARCADIA WEALTH MANAGEMENT, INC.

ARCADIA WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

ARCADIA WEALTH MANAGEMENT, INC. runs ARCADIA WEALTH MANAGEMENT, INC. and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $184.79M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ARCADIA WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ARCADIA WEALTH MANAGEMENT, INC.'s portfolio at ARCADIA WEALTH MANAGEMENT, INC. has delivered returns of +16.96%. Their 3-year annualized return is +13.15%. Looking at the 5-year horizon, ARCADIA WEALTH MANAGEMENT, INC. has achieved +13.15% annualized returns at ARCADIA WEALTH MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.96%
#0/1000
3 Year
+13.15%
#0/1000
5 Year
+13.15%
#0/1000

Portfolio Value

$184.79M

Alpha Score

12.6

#0 of 1000

Holdings

55

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change