Arcadia Wealth Management, LLC
CIK
1964226
Location
Manchester, NH
Portfolio Value
Micro
$7,906,058
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,221
/ 8,605
▲ 112
· as of Mar 2026
Top Industry
Internet Retail
30.5%
3Y Alpha vs SPY
+0.8%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.9%
SPY
+76.5%
Annualised alpha
+0.8%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.4%
−5.2 pts
Top 5
72.3%
−5.6 pts
Top 10
100.0%
0.0 pts
HHI
1,551
Moderately concentrated−272
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 46.2% | $3,652,225 |
| Technology | 25.8% | $2,039,811 |
| Financial Services | 15.0% | $1,189,206 |
| Unclassified | 6.8% | $538,481 |
| Industrials | 6.2% | $486,335 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +228 | 828 | $538,481 | |
| MSFT | Microsoft Corp | +134 | 1,585 | $586,719 | |
| AAPL | Apple Inc. | +74 | 2,334 | $592,345 | |
| AMZN | Amazon Com Inc | +29 | 10,789 | $2,247,025 | |
| TJX | Tjx Companies Inc /De/ | +13 | 8,799 | $1,405,200 | |
| TT | Trane Technologies plc | +3 | 1,167 | $486,335 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2,781 | $860,747 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 458 | $205,971 | |
| No positions match the current search. | ||||
9 positions ·
$7,906,058 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 10,789 | $2,247,025 | 28.42% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 8,799 | $1,405,200 | 17.77% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 2,781 | $860,747 | 10.89% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Held | 17,154 | $607,937 | 7.69% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,334 | $592,345 | 7.49% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,585 | $586,719 | 7.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,213 | $581,269 | 7.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 828 | $538,481 | 6.81% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 1,167 | $486,335 | 6.15% |