ARCADIA INVESTMENT ADVISORS LLC

Est. AUM

$211.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	LARGE CAP ETF	$20.2M	67443	9.53%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$12.9M	504421	6.11%	SOLE
3	ISHARES TR	RUS TOP 200 ETF	$11.7M	72707	5.52%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$11.4M	311018	5.38%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS US LARG	$11.0M	142261	5.21%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$11.0M	394397	5.19%	SOLE
7	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$10.6M	217309	5.03%	SOLE
8	ISHARES TR	IBONDS DEC2026	$9.6M	395319	4.53%	SOLE
9	ISHARES TR	MSCI EAFE ETF	$9.5M	97731	4.49%	SOLE
10	ISHARES TR	IBONDS 27 ETF	$9.1M	375457	4.30%	SOLE
11	ISHARES TR	IBDS DEC28 ETF	$8.7M	343504	4.11%	SOLE
12	ISHARES TR	RUS 1000 ETF	$8.7M	24276	4.09%	SOLE
13	ISHARES TR	IBONDS DEC 29	$7.5M	321596	3.54%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$7.3M	28042	3.47%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$7.2M	25158	3.41%	SOLE
16	ISHARES TR	IBONDS DEC 2030	$7.0M	317638	3.29%	SOLE
17	SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.9M	236587	2.81%	SOLE
18	ISHARES TR	RUSSELL 2000 ETF	$5.4M	21606	2.53%	SOLE
19	ISHARES TR	S&P 500 VAL ETF	$4.5M	21157	2.11%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.4M	152321	2.10%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$3.8M	8658	1.79%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$3.4M	5147	1.59%	SOLE
23	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	93974	1.10%	SOLE
24	ISHARES TR	GLOBAL 100 ETF	$2.3M	19010	1.09%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$2.2M	32541	1.04%	SOLE
26	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.6M	55897	0.77%	SOLE
27	ISHARES TR	CORE S&P SCP ETF	$1.6M	13032	0.77%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	23039	0.70%	SOLE
29	ISHARES TR	S&P 500 GRWT ETF	$1.4M	11971	0.64%	SOLE
30	VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.0M	7174	0.49%	SOLE
31	ISHARES TR	S&P 100 ETF	$993K	3122	0.47%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$883K	1479	0.42%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$825K	4867	0.39%	SOLE
34	ISHARES TR	RUS 1000 GRW ETF	$389K	913	0.18%	SOLE
35	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$355K	2572	0.17%	SOLE
36	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$296K	5068	0.14%	SOLE
37	ISHARES TR	S&P MC 400GR ETF	$225K	2240	0.11%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$197K	654	0.09%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$194K	3917	0.09%	SOLE
40	ISHARES TR	SP SMCP600VL ETF	$182K	1538	0.09%	SOLE
41	NVIDIA CORPORATION	COM	$179K	1030	0.08%	SOLE
42	VANGUARD INDEX FDS	SM CP VAL ETF	$176K	811	0.08%	SOLE
43	ISHARES TR	EAFE GRWTH ETF	$167K	1500	0.08%	SOLE
44	SCHWAB STRATEGIC TR	US LCAP VA ETF	$161K	5289	0.08%	SOLE
45	SPDR INDEX SHS FDS	STATE STREET SPD	$146K	3215	0.07%	SOLE
46	ISHARES TR	INTL SEL DIV ETF	$142K	3344	0.07%	SOLE
47	ISHARES TR	RUS MD CP GR ETF	$141K	1105	0.07%	SOLE
48	VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$136K	1094	0.06%	SOLE
49	ISHARES TR	RUS 2000 GRW ETF	$131K	419	0.06%	SOLE
50	ISHARES TR	ESG OPTIMIZED	$129K	978	0.06%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.