ARCADIA INVESTMENT ADVISORS LLC: 13F holdings

CIK 20478602026Q2

Positions80
Reported value$237.1m
Filed2026-07-13

Change since last quarter

Positions80 (-1 vs prior quarter)
Reported value$237.1m (+11.9%)

Top 10 holdings

SecuritySharesValueWeight
VV VANGUARD INDEX FDS66,226$22.8m9.6%
SCHX SCHWAB STRATEGIC TR499,222$14.7m6.2%
IWL ISHARES TR73,700$13.6m5.7%
SPYM AMERICAN CENTY ETF TR145,554$13.1m5.5%
FNDX SCHWAB STRATEGIC TR409,014$12.7m5.4%
CWI SPDR INDEX SHS FDS307,362$12.5m5.3%
EWU SCHWAB STRATEGIC TR213,972$11.3m4.8%
EFA ISHARES TR96,077$10.0m4.2%
IBDR ISHARES TR409,478$9.9m4.2%
IWB ISHARES TR24,081$9.9m4.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2047860")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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