§ 13F · FUND PROFILE
ARCADIA INVESTMENT ADVISORS LLC.
AUM · $237M (13F)Positions · 80Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$832K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 66K | $23M | 9.6% | −2% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 499K | $15M | 6.2% | −1% |
| 3 | IWL | ISHARES TR | 74K | $14M | 5.7% | +1% |
| 4 | AVLC | AMERICAN CENTY ETF TR | 146K | $13M | 5.5% | +2% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 409K | $13M | 5.4% | +4% |
| 6 | CWI | SPDR INDEX SHS FDS | 307K | $13M | 5.3% | −1% |
| 7 | FNDF | SCHWAB STRATEGIC TR | 214K | $11M | 4.8% | −2% |
| 8 | EFA | ISHARES TR | 96K | $10M | 4.2% | −2% |
| 9 | IBDR | ISHARES TR | 409K | $10M | 4.2% | +4% |
| 10 | IWB | ISHARES TR | 24K | $10M | 4.2% | −1% |
§ 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 $237 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →