StockDriftsStockDriftsTop 50 Arcadia Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 9.61% | 66.2K | $22.8M | -1.80%(-1.22K) | $135.92(+162.31%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 6.2% | 499.2K | $14.7M | -1.03%(-5.20K) | $12.14(+151.31%) | 2026-06-30 | |
| IWL | ISHARES TR | 5.75% | 73.7K | $13.6M | +1.37%(+993) | $107.78(+78.19%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 5.52% | 145.6K | $13.1M | +2.31%(+3.29K) | $64.86(+43.30%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.36% | 409.0K | $12.7M | +3.71%(+14.62K) | $25.90(+25.64%) | 2026-06-30 | |
| CWI | SPDR INDEX SHS FDS | 5.27% | 307.4K | $12.5M | -1.18%(-3.66K) | $23.34(+78.24%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.76% | 214.0K | $11.3M | -1.54%(-3.34K) | $32.17(+73.02%) | 2026-06-30 | |
| EFA | ISHARES TR | 4.21% | 96.1K | $10.0M | -1.69%(-1.65K) | $84.07(+29.25%) | 2026-06-30 | |
| IBDR | ISHARES TR | 4.18% | 409.5K | $9.9M | +3.58%(+14.16K) | $25.34(-4.49%) | 2026-06-30 | |
| IWB | ISHARES TR | 4.16% | 24.1K | $9.9M | -0.80%(-195) | $159.97(+165.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.22% | +7.81% | +45.66% |
| Top 20 Holdings Unweighted | +14.42% | +49.79% | +7.27% | +42.06% |
Arcadia Investment Advisors LLC reports $237.11M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are VV (9.6%), SCHX (6.2%) and IWL (5.8%). The top 20 holdings account for 85.74% of reported assets. Its disclosed equity book has returned +52.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arcadia Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047860). View Arcadia Investment Advisors LLC’s 13F filings on SEC