companiesSEC EDGAR

Arcadia Wealth Management, LLC

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SEC EDGAR published this disclosure on 2026-07-20. Read the original document for its full text and supporting detail.

Open the original document at SEC EDGAR ↗
accession0002085853-26-000776
declared value318556194
managerArcadia Wealth Management, LLC
positions66
quarter2026Q2
reconcilestrue
value unitas filed
Source record & verificationDates, provenance and technical details

Context

links are based on the recorded entity type
FieldRecorded value
EntityArcadia Wealth Management, LLC
SourceSEC EDGAR ↗
News sectioncompanies
Source identifier0002085853-26-000776
Source-linked related entitiesNone recorded
Event ID#25106
Recorded payloadStructured source data

Recorded payload

JSON payload as stored after parsing
{
  "accession": "0002085853-26-000776",
  "declared_value": 318556194,
  "manager": "Arcadia Wealth Management, LLC",
  "positions": 66,
  "quarter": "2026Q2",
  "reconciles": true,
  "source_path": "edgar/data/1964226/0002085853-26-000776.txt",
  "value_unit": "as filed"
}

Evidence-based analysis

facts, provenance and explicit model coverage
Descriptive evidence from the stored source record; it is not advice, a forecast or a legal conclusion.
DimensionStatus / valueMethod or boundary
What happenednot_coveredThe source record has no short title or summary.
Whensource_backed · reported 2026-07-20Occurred 2026-06-30. Source-record timestamps; no timezone or event time is inferred.
Affected entitiesresolved · Arcadia Wealth Management, LLC · 0 relatedCanonical primary entity and stored related_entity_ids only.
Event classificationfund · fund.position_changecanonical event type plus source-provided category; no sentiment or impact is inferred
Entity linkingresolvedCanonical entity resolved during ingestion
Deduplicationappliedunique source event key at ingestion
Source trusthigh · terms allowedSource registry metadata
Sentimentnot_coveredNo sentiment model output is published for this record.
Market reactionnot_coveredRequires licensed quote, candle and volume observations for the affected instrument.
Historical analogsnot_coveredRequires an audited event-cluster corpus and matching methodology.
Impact mechanismnot_coveredNo causal market-impact model is published for this record.
Related risksnot_coveredRisk implications require an audited instrument/entity exposure model.
Instrument linkagenot_coveredNo instrument relation is inferred from an entity event; licensed instrument mapping is required.

Source: Open recorded SEC filing

Source: SEC EDGAR · as of 2026-07-20T00:00:00Z

Arcadia Wealth Management, LLC — recorded event — investment.com