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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Arcadia Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002085853-25-000253

Total Value
$252.1M
Positions
61
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (61)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290873668,307$32.8M13.00%
2VANGUARD TAX-MANAGED FDS921943858534,688$32.0M12.71%
3VANGUARD INDEX FDS922908744122,144$22.8M9.04%
4ISHARES TR46428761432,258$15.1M5.99%
5VANGUARD INTL EQUITY INDEX F922042858225,742$12.2M4.85%
6ISHARES TR46428759853,825$11.0M4.35%
7ISHARES TR464288240149,676$9.7M3.86%
8SPDR SERIES TRUST78464A854117,681$9.2M3.66%
9VANGUARD CHARLOTTE FDS92203J407180,548$8.9M3.54%
10VANGUARD BD INDEX FDS921937827108,108$8.5M3.38%
11VANGUARD INDEX FDS92290875124,674$6.3M2.49%
12ISHARES TR46428747339,975$5.6M2.21%
13ISHARES TR46428711947,521$5.0M1.97%
14ISHARES TR46428722647,639$4.8M1.89%
15VANGUARD SCOTTSDALE FDS92206C77192,658$4.4M1.73%
16ISHARES TR46428748130,127$4.3M1.70%
17VANGUARD INDEX FDS9229083636,965$4.3M1.69%
18VANGUARD BD INDEX FDS92193781953,786$4.2M1.67%
19VANGUARD BD INDEX FDS92193779358,567$4.1M1.65%
20ISHARES TR46429B267171,079$4.0M1.57%
21ISHARES TR46428841424,857$2.6M1.05%
22AMAZON COM INCAMZN10,919$2.4M0.95%
23ISHARES TR4642894388,437$2.3M0.92%
24DIMENSIONAL ETF TRUST25434V86446,257$2.2M0.88%
25DIMENSIONAL ETF TRUST25434V87250,865$2.2M0.86%
26ISHARES INC46434G10328,038$1.8M0.73%
27DIMENSIONAL ETF TRUST25434V20348,636$1.8M0.70%
28DIMENSIONAL ETF TRUST25434V83145,394$1.7M0.68%
29SPDR SERIES TRUST78464A40915,779$1.6M0.65%
30ISHARES TR46432F3398,398$1.6M0.65%
31DIMENSIONAL ETF TRUST25434V30245,835$1.4M0.57%
32DIMENSIONAL ETF TRUST25434V80731,126$1.4M0.57%
33ISHARES TR46428887720,164$1.4M0.54%
34DIMENSIONAL ETF TRUST25434V82355,038$1.3M0.52%
35ISHARES TR46428942014,460$1.3M0.50%
36TJX COS INC NEW8725401098,786$1.3M0.50%
37ISHARES TR46428888511,121$1.3M0.50%
38DIMENSIONAL ETF TRUST25434V77338,996$1.2M0.49%
39BLACKROCK ETF TRUSTBLK19,355$1.1M0.45%
40ISHARES TR4642873099,216$1.1M0.44%
41MICROSOFT CORPMSFT1,561$808,4570.32%
42ISHARES TR4642871012,314$770,0990.31%
43BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.30%
44ISHARES TR4642874083,182$657,0470.26%
45BERKSHIRE HATHAWAY INC DELBRK-A1,281$644,0100.26%
46APPLE INCAAPL2,456$625,4560.25%
47SPROTT ASSET MANAGEMENT LPSII17,154$508,1010.20%
48TRANE TECHNOLOGIES PLCTT1,161$489,8950.19%
49BLACKROCK ETF TRUSTBLK12,145$459,8260.18%
50ISHARES TR46435G3265,731$459,4480.18%
51BLACKROCK ETF TRUSTBLK13,305$454,5000.18%
52SPDR S&P 500 ETF TRSPY622$414,1830.16%
53CAPITOL SER TR14064D44414,373$366,2220.15%
54VANGUARD SCOTTSDALE FDS92206C6643,728$364,6820.14%
55NORTHEAST BK PORTLAND ME66405S1003,447$345,2450.14%
56ISHARES TR46432F3961,293$331,6510.13%
57SCHWAB STRATEGIC TR80852480514,176$330,0220.13%
58ISHARES TR46429B6973,076$292,6250.12%
59GLOBAL X FDS37960A5294,109$288,6160.11%
60TESLA INCTSLA471$209,4630.08%
61INSULET CORPPODD660$203,8950.08%