Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ARCADIA INVESTMENT ADVISORS LLC (CIK 2047860) reported $211.8M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($20.2M, 9.52%), SCHX ($12.9M, 6.11%), IWL ($11.7M, 5.51%), CWI ($11.4M, 5.37%), AVLC ($11.0M, 5.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $20.2M | 9.52% | 67,443 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $12.9M | 6.11% | 504,421 | Trimmed |
| 3 | IWL | ISHARES TR | $11.7M | 5.51% | 72,707 | Added |
| 4 | CWI | SPDR INDEX SHS FDS | $11.4M | 5.37% | 311,018 | Trimmed |
| 5 | AVLC | AMERICAN CENTY ETF TR | $11.0M | 5.21% | 142,261 | Added |
| 6 | FNDX | SCHWAB STRATEGIC TR | $11.0M | 5.19% | 394,397 | Added |
| 7 | FNDF | SCHWAB STRATEGIC TR | $10.6M | 5.02% | 217,309 | Trimmed |
| 8 | IBDR | ISHARES TR | $9.6M | 4.52% | 395,319 | Added |
| 9 | EFA | ISHARES TR | $9.5M | 4.48% | 97,731 | Added |
| 10 | IBDS | ISHARES TR | $9.1M | 4.30% | 375,457 | Added |
| 11 | IBDT | ISHARES TR | $8.7M | 4.11% | 343,504 | Added |
| 12 | IWB | ISHARES TR | $8.7M | 4.09% | 24,276 | Trimmed |
| 13 | IBDU | ISHARES TR | $7.5M | 3.53% | 321,596 | Added |
| 14 | VB | VANGUARD INDEX FDS | $7.3M | 3.47% | 28,042 | Added |
| 15 | VO | VANGUARD INDEX FDS | $7.2M | 3.41% | 25,158 | Trimmed |
| 16 | IBDV | ISHARES TR | $7.0M | 3.28% | 317,638 | Added |
| 17 | SCHB | SCHWAB STRATEGIC TR | $5.9M | 2.80% | 236,587 | Trimmed |
| 18 | IWM | ISHARES TR | $5.4M | 2.53% | 21,606 | Trimmed |
| 19 | IVE | ISHARES TR | $4.5M | 2.11% | 21,157 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $4.4M | 2.09% | 152,321 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $3.8M | 1.79% | 8,658 | Trimmed |
| 22 | IVV | ISHARES TR | $3.4M | 1.59% | 5,147 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $2.3M | 1.10% | 93,974 | Trimmed |
| 24 | IOO | ISHARES TR | $2.3M | 1.09% | 19,010 | Trimmed |
| 25 | IJH | ISHARES TR | $2.2M | 1.04% | 32,541 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31