13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002047860
Total reported value
$237.1M
$237.1M
81 檔
28.3%
In Q1 2026, Arcadia Investment Advisors LLC's U.S. equity holdings reached a combined market value of $237.1M, distributed across 81 disclosed stock positions.
In Q1 2026, Arcadia Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 9.52% | +0.09% | -1.85% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.11% | +0.09% | -1.54% | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 5.51% | +0.24% | +0.38% | |
| 4 | CWI | State Street Spdr Msci Acwi | ETF-Other | 5.37% | -0.10% | -3.25% | |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 5.21% | +0.31% | +0.81% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.19% | +0.17% | +17.37% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 5.02% | -0.26% | -5.54% | |
| 8 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 4.52% | -0.34% | +5.26% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.48% | -0.27% | +0.37% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 4.30% | -0.28% | +6.27% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 4.11% | -0.17% | +6.22% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.09% | +0.07% | -0.83% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.53% | -0.13% | +6.79% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 3.47% | -0.19% | +2.83% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.41% | -0.28% | -0.04% | |
| 16 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 3.28% | -0.08% | +8.16% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.80% | +0.06% | -6.12% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.53% | +0.21% | -2.86% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.11% | -0.11% | -0.93% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.09% | +0.06% | -0.81% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.79% | +0.09% | -0.43% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.01% | -0.12% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.10% | -0.02% | -1.96% | |
| 24 | IOO | Ishares Global 100 ETF | ETF-Other | 1.09% | +0.01% | -2.95% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | -0.01% | -2.04% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.77% | +0.08% | -3.20% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.36% | -1.16% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.02% | -0.86% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.03% | -0.47% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.49% | -0.01% | -63.12% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.47% | +0.01% | -3.10% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | — | |
| 33 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.39% | -0.01% | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | +0.01% | — | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.17% | — | — | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.14% | -0.02% | — | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | — | — | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.09% | — | -12.45% | |
| 39 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.09% | — | +0.98% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | — | — | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.08% | — | — | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | — | — | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.07% | — | — | |
| 46 | IDV | Ishares International Select | ETF-Other | 0.07% | -0.01% | — | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.07% | — | — | |
| 48 | XVV | Ishares Esg Select Screened | ETF-Other | 0.06% | +0.01% | +0.07% | |
| 49 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.06% | +0.01% | — | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.06% | +0.01% | — |
According to official SEC Form 13F filings, Arcadia Investment Advisors LLC reported a total U.S. public equity portfolio value of $237.1M across 81 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, SCHX, IWL) accounted for 28.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
HON
市值: $4.5K
Top Position Liquidated / Trimmed
TPL
前期市值: $10.1K
During Q1 2026, Arcadia Investment Advisors LLC's top holdings by market value included VV (9.5%)、SCHX (6.1%)、IWL (5.5%). The largest single position, VV, represented 9.5% of total portfolio value.
In Q1 2026, Arcadia Investment Advisors LLC made 38 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 22 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.