Arcadia Wealth Management, LLC has reported its latest holdings in a recent SEC filing, revealing a total value of over $328 million in assets under management as of September 30, 2026. This filing is significant as it highlights the firm's investment strategy and positions in various companies, indicating a diversified approach in a competitive investment management sector.
Based in Manchester, New Hampshire, Arcadia Wealth Management operates under the Central Index Key (CIK) 0001964226. The firm specializes in managing investments for clients, focusing on strategies that align with their financial goals. The recent filing, dated October 22, 2026, is part of their regular reporting obligations, showcasing their asset management capabilities.
The filing indicates that Arcadia Wealth Management holds a diverse portfolio, with significant investments in well-known companies such as Amazon, Apple, and Berkshire Hathaway. For instance, the firm reported a $2.5 million position in Amazon and a $1.3 million stake in Apple. These investments reflect a strategic focus on technology and consumer goods, sectors that have shown resilience and growth potential.
In total, the filing lists 62 different holdings, with a combined value of $328,287,089. This diverse array of investments not only highlights Arcadia's strategic asset allocation but also positions the firm competitively within the investment management industry.
The filing may affect various stakeholders, including clients seeking insight into the firm's investment strategies and potential investors evaluating Arcadia's performance. Additionally, it provides a glimpse into the broader investment landscape, where firms like Arcadia are competing for market share by diversifying their portfolios and focusing on high-value stocks.
Looking ahead, Arcadia Wealth Management is expected to continue its regular reporting schedule, with the next filing likely to provide further insights into its investment strategies and holdings. The firm remains committed to transparency and accountability, aligning with industry standards and client expectations.