ARCADIA INVESTMENT ADVISORS LLC

CIK 0002047860 · EAGLE, ID · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

ARCADIA INVESTMENT ADVISORS LLC reported 80 positions worth $237.1M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: VV (9.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$237.1M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.0%
Est. Net Flow (Q)
2026 Q2
10 / 80 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VVVANGUARD INDEX FDSSH$22.8M9.61%66,226
2SCHXSCHWAB STRATEGIC TRSH$14.7M6.20%499,222
3IWLISHARES TRSH$13.6M5.75%73,700
4AVLCAMERICAN CENTY ETF TRSH$13.1M5.52%145,554
5FNDXSCHWAB STRATEGIC TRSH$12.7M5.37%409,014
6CWISPDR INDEX SHS FDSSH$12.5M5.27%307,362
7FNDFSCHWAB STRATEGIC TRSH$11.3M4.76%213,972
8EFAISHARES TRSH$10.0M4.21%96,077
9IBDRISHARES TRSH$9.9M4.18%409,478
10IWBISHARES TRSH$9.9M4.16%24,081

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ARCADIA INVESTMENT ADVISORS LLC hold as of Q2 2026?

ARCADIA INVESTMENT ADVISORS LLC reported 80 positions worth $237.1M in its Q2 2026 13F filing. Largest positions: VV (9.6%), SCHX (6.2%), IWL (5.7%), AVLC (5.5%) and FNDX (5.4%).

What did ARCADIA INVESTMENT ADVISORS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ARCADIA INVESTMENT ADVISORS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.