Arcadia Investment Advisors

Arcadia Investment Advisors as of March 31, 2026

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