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CIK: 0002047860
Total reported value
$240.8M
$240.8M
80 檔
31.9%
As reported in its official Q2 2026 Form 13F filing, Arcadia Investment Advisors LLC's tracked investment portfolio stood at $240.8M with 80 total positions.
In Q2 2026, Arcadia Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 9.61% | -0.02% | -1.80% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.20% | -0.02% | -1.03% | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 5.75% | +0.05% | +1.37% | |
| 4 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 5.52% | -0.11% | +2.31% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.36% | -0.03% | +3.71% | |
| 6 | CWI | State Street Spdr Msci Acwi | ETF-Other | 5.27% | -0.41% | -1.18% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.76% | -0.34% | -1.54% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.21% | -0.19% | -1.69% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 4.18% | -0.20% | +3.58% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.16% | -0.02% | -0.80% | |
| 11 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 4.02% | +0.05% | +4.81% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 3.94% | -0.05% | +7.77% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.40% | -0.07% | +8.08% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 3.28% | -2.92% | -8.58% | |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 3.20% | -0.01% | +9.72% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.13% | -2.73% | +266.32% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.86% | -0.02% | -1.00% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.74% | -0.27% | -0.05% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.15% | +0.07% | -1.10% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.00% | -0.02% | -1.15% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.88% | +0.04% | +497.32% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.03% | -1.50% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | +2.25% | +37.34% | |
| 24 | IOO | Ishares Global 100 ETF | ETF-Other | 1.10% | +0.04% | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.08% | -0.03% | -1.75% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | -0.08% | -2.41% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.85% | -0.09% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.68% | +2.43% | -1.50% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | -3.10% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.48% | +0.01% | -0.26% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.48% | -0.05% | -3.02% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | — | |
| 33 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 0.38% | — | — | |
| 34 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.35% | +2.73% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | +300.00% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.17% | — | — | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.12% | — | — | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | -0.01% | — | |
| 39 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.09% | — | — | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | -0.01% | — | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.09% | -0.03% | -13.76% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.01% | — | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | — | — | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.08% | -0.01% | — | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | -0.01% | — | |
| 46 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.07% | -0.01% | — | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.07% | -0.01% | — | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.07% | — | — | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.07% | -0.01% | — | |
| 50 | XVV | Ishares Esg Select Screened | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Arcadia Investment Advisors LLC reported a total U.S. public equity portfolio value of $240.8M across 80 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VV, SCHX, IWL) accounted for 31.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
SMMD
市值: $829.8K
Top Position Liquidated / Trimmed
URA
前期市值: $4.8K
During Q2 2026, Arcadia Investment Advisors LLC's top holdings by market value included VV (9.6%)、SCHX (6.2%)、IWL (5.8%). The largest single position, VV, represented 9.6% of total portfolio value.
In Q2 2026, Arcadia Investment Advisors LLC made 39 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 3 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.
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