Arcadia Investment Advisors LLC Top Holdings and 13F Report (2026) About Arcadia Investment Advisors LLCInvestment ActivityArcadia Investment Advisors LLC has $211.81 million in total holdings as of March 31, 2026.Arcadia Investment Advisors LLC owns shares of 81 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.14% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Arcadia Investment Advisors LLC has purchased 81 new stocks and bought additional shares in 13 stocks.Arcadia Investment Advisors LLC sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $20,155,341Schwab US Large-Cap ETF $12,933,355iShares Russell Top 200 ETF $11,667,918SPDR MSCI ACWI ex-US ETF $11,380,155AMERICAN CENTY ETF TR $11,032,341 Largest New Holdings this Quarter 438516106 - Honeywell International $4,521 Holding154760409 - CPB $6 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 58,358 shares (about $1.63M)iShares iBonds Dec 2027 Term Corporate ETF 22,139 shares (about $536.65K)iShares iBonds Dec 2030 Term Corporate ETF 23,956 shares (about $524.40K)iShares iBonds Dec 2028 Term Corporate ETF 20,107 shares (about $509.31K)iShares iBonds Dec 2026 Term Corporate ETF 19,746 shares (about $478.64K) Largest Sales this Quarter Vanguard Mega Cap Value ETF 12,279 shares (about $1.78M)Schwab Fundamental International Equity ETF 12,733 shares (about $623.03K)Schwab US Broad Market ETF 15,411 shares (about $386.82K)SPDR MSCI ACWI ex-US ETF 10,456 shares (about $382.59K)Vanguard Large-Cap ETF 1,273 shares (about $380.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArcadia Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$20,155,341$380,436 ▼-1.9%67,4439.5%ETFSCHXSchwab US Large-Cap ETF$12,933,355$202,325 ▼-1.5%504,4216.1%ETFIWLiShares Russell Top 200 ETF$11,667,918$43,650 ▲0.4%72,7075.5%ETFCWISPDR MSCI ACWI ex-US ETF$11,380,155$382,585 ▼-3.3%311,0185.4%ETFAMERICAN CENTY ETF TR$11,032,341$89,183 ▲0.8%142,2615.2%AVANTIS US LARGFNDXSchwab Fundamental U.S. Large Company ETF$10,983,957$1,625,270 ▲17.4%394,3975.2%ETFFNDFSchwab Fundamental International Equity ETF$10,632,930$623,026 ▼-5.5%217,3095.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$9,582,533$478,643 ▲5.3%395,3194.5%ETFEFAiShares MSCI EAFE ETF$9,492,613$35,161 ▲0.4%97,7314.5%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$9,101,078$536,649 ▲6.3%375,4574.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$8,700,957$509,310 ▲6.2%343,5044.1%ETFIWBiShares Russell 1000 ETF$8,655,851$72,025 ▼-0.8%24,2764.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$7,480,323$475,597 ▲6.8%321,5963.5%ETFVBVanguard Small-Cap ETF$7,344,761$202,202 ▲2.8%28,0423.5%ETFVOVanguard Mid-Cap ETF$7,224,875$3,159 ▼0.0%25,1583.4%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$6,953,096$524,397 ▲8.2%317,6383.3%ETFSCHBSchwab US Broad Market ETF$5,938,341$386,817 ▼-6.1%236,5872.8%ETFIWMiShares Russell 2000 ETF$5,358,334$157,729 ▼-2.9%21,6062.5%FinanceIVEiShares S&P 500 Value ETF$4,467,301$42,019 ▼-0.9%21,1572.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,437,111$36,296 ▼-0.8%152,3212.1%ETFVUGVanguard Growth ETF$3,781,728$16,161 ▼-0.4%8,6581.8%ETFIVViShares Core S&P 500 ETF$3,362,072$3,919 ▼-0.1%5,1471.6%ETFSCHFSchwab International Equity ETF$2,325,857$46,580 ▼-2.0%93,9741.1%ETFIOOiShares Global 100 ETF$2,299,640$69,800 ▼-2.9%19,0101.1%ETFIJHiShares Core S&P Mid-Cap ETF$2,197,494$45,853 ▼-2.0%32,5411.0%ETFSCHASchwab US Small-Cap ETF$1,625,485$53,682 ▼-3.2%55,8970.8%ETFIJRiShares Core S&P Small-Cap ETF$1,620,008$19,019 ▼-1.2%13,0320.8%ETFVEAVanguard FTSE Developed Markets ETF$1,476,340$12,816 ▼-0.9%23,0390.7%ETFIVWiShares S&P 500 Growth ETF$1,354,040$6,447 ▼-0.5%11,9710.6%ETFMGVVanguard Mega Cap Value ETF$1,039,872$1,779,842 ▼-63.1%7,1740.5%ETFOEFiShares S&P 100 ETF$993,015$31,807 ▼-3.1%3,1220.5%ETFVOOVanguard S&P 500 ETF$883,7770.0%1,4790.4%ETFDGTSPDR Global Dow ETF$825,1890.0%4,8670.4%ETFIWFiShares Russell 1000 Growth ETF$389,3040.0%9130.2%ETFVTVanguard Total World Stock ETF$355,7610.0%2,5720.2%ETFVGSHVanguard Short-Term Treasury ETF$296,6810.0%5,0680.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$225,3890.0%2,2400.1%ETFVBKVanguard Small-Cap Growth ETF$197,672$28,109 ▼-12.4%6540.1%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$194,934$1,891 ▲1.0%3,9170.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$182,1770.0%1,5380.1%ETFNVDANVIDIA$179,6320.0%1,0300.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$176,1900.0%8110.1%ETFEFGiShares MSCI EAFE Growth ETF$167,0550.0%1,5000.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$161,3150.0%5,2890.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$146,7650.0%3,2150.1%ETFIDViShares International Select Dividend ETF$142,3210.0%3,3440.1%ETFIWPiShares Russell Mid-Cap Growth ETF$141,5730.0%1,1050.1%ETFXVViShares ESG Select Screened S&P 500 ETF$136,635$98 ▲0.1%2,7760.1%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$136,1600.0%1,0940.1%ETFIWOiShares Russell 2000 Growth ETF$131,4870.0%4190.1%ETFSUSAiShares MSCI USA ESG Select ETF$129,1940.0%9780.1%ETFVTVVanguard Value ETF$129,1000.0%6580.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$128,8060.0%2,8390.1%ETFIWDiShares Russell 1000 Value ETF$103,2030.0%4830.0%ETFIWRiShares Russell Mid-Cap ETF$100,9250.0%1,0380.0%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$74,4020.0%6430.0%FinanceSPYSPDR S&P 500 ETF Trust$72,1020.0%1110.0%FinanceRYJInvesco Bloomberg Analyst Rating Improvers ETF$72,0700.0%2450.0%ETFDFACDimensional U.S. Core Equity 2 ETF$67,5390.0%1,7380.0%ETFPHParker-Hannifin$39,3910.0%440.0%IndustrialsMCDMcDonald's$36,0520.0%1160.0%Retail/WholesaleXOMExxonMobil$33,9320.0%2000.0%EnergyTSLATesla$28,4540.0%770.0%Auto/Tires/TrucksAMEAMETEK$18,435$9,861 ▲115.0%860.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$17,8350.0%1970.0%ETFGEGE Aerospace$17,5940.0%620.0%AerospaceGE VERNOVA INC$13,0940.0%150.0%COMBROSDutch Bros$10,3350.0%2040.0%Retail/WholesaleACWXiShares MSCI ACWI ex U.S. ETF$9,9290.0%1450.0%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$8,6410.0%3560.0%ETFMMacy's$7,2360.0%4000.0%Retail/WholesaleABMABM Industries$5,7780.0%1500.0%Business ServicesAVGOBroadcom$4,9530.0%160.0%Computer and TechnologyURAGlobal X Uranium ETF$4,8430.0%1000.0%ETFHONHoneywell International$4,521$4,521 ▲New Holding200.0%Multi-Sector ConglomeratesKMIKinder Morgan$3,3870.0%1010.0%EnergyVOEVanguard Mid-Cap Value ETF$2,0280.0%110.0%ETFSOLSTICE ADVANCED MATLS INC$3810.0%50.0%COM SHSGRAYSCALE BITCOIN TRUST ETF$530.0%10.0%SHS REP COM UTALLOAllogene Therapeutics$490.0%200.0%MedicalCPFCPB$6New Holding00.0%FinanceTPLTexas Pacific Land$0$10,053 ▼-100.0%00.0%EnergyHPQHP$0$4,835 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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