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Michael R. Panico

Arcadia Wealth Management, Llc

Assets Managed
$276.351M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
2.82%(2Q avg: 4.72%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Arcadia Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Arcadia Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 276.351M in assets, with a quarterly growth rate of 2.82% and a 2-quarter average growth rate of 4.72%. The portfolio is managed by Michael R. Panico, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -4.55%
12.97%
$35.835M
559,227 shares@ $64.08 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 5.44%
12.58%
$34.741M
79,537 shares@ $436.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.86%
9.64%
$26.628M
135,718 shares@ $196.2 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -3.6%
4.72%
$13.036M
241,190 shares@ $54.06 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 97.81%
4.66%
$12.876M
562,027 shares@ $22.91 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -4.32%
4.53%
$12.497M
29,309 shares@ $426.4 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 22.39%
4.51%
$12.448M
181,809 shares@ $68.47 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 28.8%
4.19%
$11.563M
151,071 shares@ $76.54 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 7.4%
3.45%
$9.526M
198,258 shares@ $48.06 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 5.85%
3.28%
$9.062M
115,571 shares@ $78.41 avg price

1-10 of 67