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Arcadia Investment Advisors

Latest statistics and disclosures from Arcadia Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, SCHX, IWL, CWI, AVLC, and represent 31.71% of Arcadia Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: FNDX, IBDS, IBDV, IBDT, IBDR, IBDU, VB, AVLC, IWL, EFA.
Started 1 new stock position in HON.
Reduced shares in these 10 stocks: MGV, FNDF, SCHB, CWI, VV, SCHX, IWM, IWB, IOO, SCHA.
Sold out of its positions in HPQ, TPL.
Arcadia Investment Advisors was a net buyer of stock by $121k.
Arcadia Investment Advisors has $212M in assets under management (AUM), dropping by -1.46%.
Central Index Key (CIK): 0002047860

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Positions held by Arcadia Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Arcadia Investment Advisors

Arcadia Investment Advisors holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	9.5	$20M		67k	298.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.1	$13M		504k	25.64	View chart
Ishares Tr Rus Top 200 Etf (IWL)	5.5	$12M		73k	160.48	View chart
Spdr Index Shs Fds State Street Spd (CWI)	5.4	$11M	-3%	311k	36.59	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	5.2	$11M		142k	77.55	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.2	$11M	+17%	394k	27.85	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	5.0	$11M	-5%	217k	48.93	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	4.5	$9.6M	+5%	395k	24.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.5	$9.5M		98k	97.13	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	4.3	$9.1M	+6%	376k	24.24	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	4.1	$8.7M	+6%	344k	25.33	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.1	$8.7M		24k	356.56	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	3.5	$7.5M	+6%	322k	23.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.5	$7.3M	+2%	28k	261.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.4	$7.2M		25k	287.18	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.3	$7.0M	+8%	318k	21.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.8	$5.9M	-6%	237k	25.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.5	$5.4M	-2%	22k	248.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.1	$4.5M		21k	211.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$4.4M		152k	29.13	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$3.8M		8.7k	436.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$3.4M		5.1k	653.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$2.3M		94k	24.75	View chart
Ishares Tr Global 100 Etf (IOO)	1.1	$2.3M	-2%	19k	120.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$2.2M	-2%	33k	67.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$1.6M	-3%	56k	29.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.6M		13k	124.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.5M		23k	64.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.4M		12k	113.11	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$1.0M	-63%	7.2k	144.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$993k	-3%	3.1k	318.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$884k		1.5k	597.55	View chart
Spdr Series Trust State Street Spd (DGT)	0.4	$825k		4.9k	169.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$389k		913.00	426.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$356k		2.6k	138.32	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$297k		5.1k	58.54	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$225k		2.2k	100.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$198k	-12%	654.00	302.25	View chart
Spdr Index Shs Fds State Street Spd (EFAX)	0.1	$195k		3.9k	49.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$182k		1.5k	118.45	View chart
NVIDIA Corporation (NVDA)	0.1	$180k		1.0k	174.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$176k		811.00	217.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$167k		1.5k	111.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$161k		5.3k	30.50	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$147k		3.2k	45.65	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$142k		3.3k	42.56	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$142k		1.1k	128.12	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$137k		2.8k	49.22	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$136k		1.1k	124.46	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$132k		419.00	313.81	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$129k		978.00	132.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$129k		658.00	196.20	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$129k		2.8k	45.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$103k		483.00	213.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$101k		1.0k	97.23	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$74k		643.00	115.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$72k		111.00	649.57	View chart
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD)	0.0	$72k		245.00	294.16	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$68k		1.7k	38.86	View chart
Parker-Hannifin Corporation (PH)	0.0	$39k		44.00	895.25	View chart
McDonald's Corporation (MCD)	0.0	$36k		116.00	310.79	View chart
Exxon Mobil Corporation (XOM)	0.0	$34k		200.00	169.66	View chart
Tesla Motors (TSLA)	0.0	$29k		77.00	369.53	View chart
Ametek (AME)	0.0	$18k	+115%	86.00	214.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$18k		197.00	90.53	View chart
Ge Aerospace Com New (GE)	0.0	$18k		62.00	283.77	View chart
Ge Vernova (GEV)	0.0	$13k		15.00	872.93	View chart
Dutch Bros Cl A (BROS)	0.0	$10k		204.00	50.66	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$9.9k		145.00	68.48	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$8.6k		356.00	24.27	View chart
Macy's (M)	0.0	$7.2k		400.00	18.09	View chart
ABM Industries (ABM)	0.0	$5.8k		150.00	38.52	View chart
Broadcom (AVGO)	0.0	$5.0k		16.00	309.56	View chart
Global X Fds Global X Uranium (URA)	0.0	$4.8k		100.00	48.43	View chart
Honeywell International (HON)	0.0	$4.5k	NEW	20.00	226.05	View chart
Kinder Morgan (KMI)	0.0	$3.4k		101.00	33.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$2.0k		11.00	184.36	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$381.000000		5.00	76.20	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$53.000000		1.00	53.00	View chart
Allogene Therapeutics (ALLO)	0.0	$49.000000		20.00	2.45	View chart
Central Pac Finl Corp Com New (CPF)	0.0	$0		0	0.00	View chart

Past Filings by Arcadia Investment Advisors

SEC 13F filings are viewable for Arcadia Investment Advisors going back to 2024

Arcadia Investment Advisors 2026 Q1 filed April 14, 2026
Arcadia Investment Advisors 2025 Q4 filed Jan. 15, 2026
Arcadia Investment Advisors 2025 Q3 filed Oct. 17, 2025
Arcadia Investment Advisors 2025 Q2 filed July 23, 2025
Arcadia Investment Advisors 2025 Q1 filed May 2, 2025
Arcadia Investment Advisors 2024 Q4 filed Jan. 24, 2025
Arcadia Investment Advisors 2022 Q4 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2023 Q1 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2023 Q2 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2023 Q3 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2023 Q4 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2024 Q1 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2024 Q2 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2024 Q3 restated filed Jan. 8, 2025
Arcadia Investment Advisors 2017 Q4 filed Dec. 19, 2024
Arcadia Investment Advisors 2018 Q1 filed Dec. 19, 2024

View all past filings

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