Arcadia Wealth Management, LLC quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Arcadia Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1964226): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Alta Advisers Ltd | United Kingdom | $0.276B | 207 |
| Envision Financial Planning, LLC | United States | $0.276B | 51 |
| Metavasi Capital LP | United States | $0.276B | 21 |
| Five Oceans Advisors | United States | $0.276B | 193 |
| Tanglewood Legacy Advisors, LLC | United States | $0.276B | 269 |
| RiverPark Advisors, LLC | United States | $0.276B | 170 |
| FLAGSTAR SECURITIES, INC | United States | $0.276B | 174 |
| Independence Asset Advisors, LLC | United States | $0.277B | 24 |
| Family Capital Trust Co | United States | $0.276B | 89 |
| ADAPT WEALTH ADVISORS, LLC | United States | $0.276B | 106 |