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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 Q4 2025 · Filed February 3, 2026 · Accession 0002085853-26-000189

Total Value
$268.8M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290873675,435$36.8M13.69%
2VANGUARD TAX-MANAGED FDS921943858585,907$36.6M13.62%
3VANGUARD INDEX FDS922908744134,561$25.7M9.56%
4ISHARES TR46428761430,634$14.5M5.39%
5VANGUARD INTL EQUITY INDEX F922042858250,200$13.5M5.00%
6ISHARES TR46428759855,449$11.7M4.34%
7ISHARES TR464288240148,556$10.0M3.71%
8SPDR SERIES TRUST78464A854117,295$9.4M3.50%
9VANGUARD CHARLOTTE FDS92203J407184,606$8.9M3.32%
10VANGUARD BD INDEX FDS921937827109,188$8.6M3.20%
11VANGUARD INDEX FDS92290875127,675$7.1M2.66%
12ISHARES TR46429B267284,136$6.5M2.43%
13ISHARES TR46428747340,636$5.7M2.13%
14ISHARES TR46428711947,779$5.0M1.85%
15ISHARES TR46428722647,893$4.8M1.78%
16VANGUARD INDEX FDS9229083636,991$4.4M1.63%
17VANGUARD SCOTTSDALE FDS92206C77192,943$4.4M1.63%
18VANGUARD BD INDEX FDS92193781954,159$4.2M1.57%
19VANGUARD BD INDEX FDS92193779359,260$4.1M1.53%
20ISHARES TR46428748129,762$4.1M1.52%
21ISHARES TR46428841425,605$2.7M1.02%
22AMAZON COM INCAMZN10,760$2.5M0.92%
23ISHARES TR4642894388,173$2.3M0.84%
24DIMENSIONAL ETF TRUST25434V86444,992$2.2M0.80%
25DIMENSIONAL ETF TRUST25434V87249,429$2.1M0.78%
26DIMENSIONAL ETF TRUST25434V20346,484$1.8M0.66%
27DIMENSIONAL ETF TRUST25434V83143,359$1.6M0.61%
28ISHARES INC46434G10324,059$1.6M0.60%
29DIMENSIONAL ETF TRUST25434V80730,508$1.5M0.57%
30DIMENSIONAL ETF TRUST25434V30244,847$1.5M0.54%
31ISHARES TR46428887720,087$1.4M0.53%
32ISHARES TR46432F3397,138$1.4M0.53%
33TJX COS INC NEW8725401098,786$1.3M0.50%
34SPDR SERIES TRUST78464A40912,469$1.3M0.49%
35ISHARES TR46428942014,443$1.3M0.49%
36ISHARES TR46428888511,080$1.3M0.47%
37DIMENSIONAL ETF TRUST25434V77338,034$1.3M0.47%
38DIMENSIONAL ETF TRUST25434V82354,095$1.2M0.46%
39ISHARES TR4642873099,253$1.1M0.42%
40BLACKROCK ETF TRUSTBLK18,070$1.1M0.41%
41ISHARES TR4642874083,718$788,5430.29%
42BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.28%
43ISHARES TR4642871012,199$754,3050.28%
44MICROSOFT CORPMSFT1,451$701,5200.26%
45APPLE INCAAPL2,260$614,5230.23%
46BERKSHIRE HATHAWAY INC DELBRK-A1,213$609,7140.23%
47SPROTT ASSET MANAGEMENT LPSII17,154$566,4250.21%
48ISHARES TR46435G3265,752$474,4070.18%
49TRANE TECHNOLOGIES PLCTT1,164$452,9330.17%
50BLACKROCK ETF TRUSTBLK11,473$442,3840.16%
51BLACKROCK ETF TRUSTBLK13,063$434,9820.16%
52SPDR S&P 500 ETF TRSPY600$409,2200.15%
53ABRDN FDS00384X3019,728$373,4270.14%
54VANGUARD SCOTTSDALE FDS92206C6643,732$371,4230.14%
55ISHARES TR46432F3961,447$362,1510.13%
56NORTHEAST BK PORTLAND ME66405S1003,447$358,2820.13%
57ISHARES TR464287200447$306,1150.11%
58ISHARES TR46429B6972,912$274,1880.10%
59SCHWAB STRATEGIC TR80852480510,960$263,4700.10%
60GLOBAL X FDS37960A5293,957$256,3740.10%
61ISHARES TR4642874992,197$211,5400.08%
62CAPITOL SER TR14064D4448,185$207,5260.08%
63TESLA INCTSLA458$205,9720.08%