Arcadia Wealth Management, LLC

Arcadia Wealth Management, LLC reported 66 holdings worth US$319M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 20, 2026

Arcadia Wealth Management, LLC reported 66 holdings worth US$319M as of Jun 30, 2026. Largest: Amazon.com, Inc., Berkshire Hathaway Inc. and Tjx Companies, Inc. (the). Filed Jul 20, 2026 (Form 13F).

Holdings
66
Value as reported
US$319M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.10,217US$2.44M0.76%
Berkshire Hathaway Inc.2,710US$1.36M0.43%
Tjx Companies, Inc. (the)8,780US$1.33M0.42%
Broadcom Inc.2,633US$995K0.31%
Apple Inc2,602US$753K0.24%
Microsoft Corp.1,368US$510K0.16%
Northeast Bank3,448US$457K0.14%
Palantir Technologies Inc.3,788US$442K0.14%
Axt Inc4,202US$303K0.10%
Cvs Health Corporation2,451US$254K0.08%

Source

View original at SEC

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