§ 13F · FUND PROFILE
ARCADIA INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $193M (13F)Positions · 84Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 67K | $20M | 9.5% | −2% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 504K | $13M | 6.1% | −2% |
| 3 | IWL | ISHARES TR | 73K | $12M | 5.5% | ±0% |
| 4 | CWI | SPDR INDEX SHS FDS | 311K | $11M | 5.4% | −3% |
| 5 | AVLC | AMERICAN CENTY ETF TR | 142K | $11M | 5.2% | +1% |
| 6 | FNDX | SCHWAB STRATEGIC TR | 394K | $11M | 5.2% | +17% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 217K | $11M | 5.0% | −6% |
| 8 | IBDR | ISHARES TR | 395K | $10M | 4.5% | +5% |
| 9 | EFA | ISHARES TR | 98K | $9M | 4.5% | ±0% |
| 10 | IBDS | ISHARES TR | 375K | $9M | 4.3% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARCADIA SIGNAL
AC read
ARCADIA INVESTMENT ADVISORS LLC is a Other fund managing $193 million in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed