ARCADIA INVESTMENT ADVISORS LLC
CIK: 0002047860SEC EDGAR →
Portfolio Value
$214.9B
Holdings
82
As of
Q4 2025
New Positions
82
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 68,716 | $21.6B | 10.06% |
| 2 | SCHWAB STRATEGIC TR | 512,312 | $13.8B | 6.41% |
| 3 | ISHARES TR | 72,435 | $12.4B | 5.75% |
| 4 | SPDR INDEX SHS FDS | 321,474 | $11.5B | 5.37% |
| 5 | AMERICAN CENTY ETF TR | 141,111 | $11.1B | 5.16% |
| 6 | SCHWAB STRATEGIC TR | 230,042 | $10.4B | 4.84% |
| 7 | ISHARES TR | 97,369 | $9.3B | 4.35% |
| 8 | SCHWAB STRATEGIC TR | 336,039 | $9.1B | 4.25% |
| 9 | ISHARES TR | 24,478 | $9.1B | 4.25% |
| 10 | ISHARES TR | 375,573 | $9.1B | 4.23% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (82)
$21.6B · 69K shares
$13.8B · 512K shares
$12.4B · 72K shares
$11.5B · 321K shares
$11.1B · 141K shares
$10.4B · 230K shares
$9.3B · 97K shares
$9.1B · 336K shares
$9.1B · 24K shares
$9.1B · 376K shares
$8.6B · 353K shares
$8.2B · 323K shares
$7.3B · 25K shares
$7.0B · 301K shares
$7.0B · 27K shares
$6.6B · 252K shares
$6.5B · 294K shares
$5.5B · 22K shares
$5.0B · 154K shares
$4.5B · 21K shares
$4.2B · 9K shares
$3.5B · 5K shares
$2.7B · 19K shares
$2.5B · 20K shares
$2.3B · 96K shares
$2.2B · 33K shares
$1.6B · 58K shares
$1.6B · 13K shares
$1.5B · 12K shares
$1.5B · 23K shares
$1.1B · 3K shares
$927.0M · 1K shares
$811.0M · 5K shares
$432.0M · 913 shares
$362.0M · 3K shares
$297.0M · 5K shares
$225.0M · 747 shares
$217.0M · 2K shares
$195.0M · 4K shares
$192.0M · 1K shares
$174.0M · 2K shares
$171.0M · 811 shares
$170.0M · 2K shares
$156.0M · 5K shares
$151.0M · 1K shares
$146.0M · 3K shares
$142.0M · 3K shares
$136.0M · 978 shares
$135.0M · 419 shares
$132.0M · 1K shares
$131.0M · 3K shares
$126.0M · 3K shares
$125.0M · 658 shares
$101.0M · 483 shares
$99.0M · 1K shares
$78.0M · 245 shares
$75.0M · 111 shares
$73.0M · 643 shares
$68.0M · 2K shares
$38.0M · 44 shares
$35.0M · 116 shares
$34.0M · 77 shares
$24.0M · 200 shares
$19.0M · 62 shares
$17.0M · 197 shares
$12.0M · 204 shares
$10.0M · 35 shares
$9.0M · 145 shares
$9.0M · 15 shares
$8.0M · 40 shares
$8.0M · 356 shares
$8.0M · 400 shares
$6.0M · 150 shares
$5.0M · 16 shares
$4.0M · 100 shares
$4.0M · 217 shares
$2.0M · 101 shares
$1.0M · 11 shares
$0 · 20 shares
$0 · 1 shares
$0 · 5 shares
$0 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $202.0B | 94.0% |
| Unknown | 5 | $12.5B | 5.8% |
| Technology | 3 | $197.0M | 0.1% |
| Consumer Cyclical | 3 | $81.0M | 0.0% |
| Industrials | 4 | $71.0M | 0.0% |
| Energy | 3 | $36.0M | 0.0% |
| Utilities | 1 | $9.0M | 0.0% |
| Healthcare | 1 | $0 | 0.0% |
| Basic Materials | 1 | $0 | 0.0% |