ARCADIA INVESTMENT ADVISORS LLC

CIK 0002047860 • 6 13F filings • May 2, 2025 – Jul 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $205.9M82 positionsView on SEC.gov

			% of Portfolio
ABM INDS INC	COM	$7K	0.0%Prev: 0.0%	150 SH	Increased
ALLOGENE THERAPEUTICS INC	COM	$25	0.0%Prev: 0.0%	20 SH	Decreased
AMERICAN CENTY ETF TR	AVANTIS US LARG	$10.2M	5.0%Prev: 5.5%	133,214 SH	Decreased-12,340 SH
AMETEK INC	COM	$8K	0.0%Prev: 0.0%	40 SH	Decreased
BROADCOM INC	COM	$5K	0.0%Prev: 0.0%	16 SH	Decreased
CENTRAL PAC FINL CORP	COM NEW	$6	0.0%Prev: 0.0%	0 SH	Decreased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$67K	0.0%	1,738 SH	New
DUTCH BROS INC	CL A	$11K	0.0%Prev: 0.0%	204 SH	Decreased
EXXON MOBIL CORP	COM	$23K	0.0%Prev: 0.0%	200 SH	Decreased
GE AEROSPACE	COM NEW	$19K	0.0%Prev: 0.0%	62 SH	Decreased
GE VERNOVA INC	COM	$9K	0.0%Prev: 0.0%	15 SH	Decreased
GLOBAL X FDS	GLOBAL X URANIUM	$5K	0.0%	100 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$90	0.0%	1 SH	New
HP INC	COM	$6K	0.0%	217 SH	New
INVESCO EXCHANGE TRADED FD T	BLOOMBERG ANALYS	$77K	0.0%	245 SH	New
ISHARES TR	CORE MSCI EAFE	$17K	0.0%Prev: 0.0%	197 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$2.2M	1.1%Prev: 1.0%	33,995 SH	Decreased+2,239 SH
ISHARES TR	CORE S&P SCP ETF	$2.3M	1.1%Prev: 1.1%	19,034 SH	Decreased+1,136 SH
ISHARES TR	CORE S&P500 ETF	$3.5M	1.7%Prev: 1.6%	5,221 SH	Decreased+151 SH
ISHARES TR	EAFE GRWTH ETF	$171K	0.1%Prev: 0.1%	1,500 SH	Decreased
ISHARES TR	ESG OPTIMIZED	$132K	0.1%Prev: 0.1%	975 SH	Decreased-6 SH
ISHARES TR	ESG SELECT SCRE	$267K	0.1%Prev: 0.1%	5,602 SH	Decreased-22 SH
ISHARES TR	GLOBAL 100 ETF	$2.4M	1.1%Prev: 1.1%	19,587 SH	Decreased+577 SH
ISHARES TR	IBDS DEC28 ETF	$6.6M	3.2%Prev: 3.9%	258,904 SH	Decreased-111,288 SH
ISHARES TR	IBONDS 27 ETF	$7.7M	3.8%Prev: 4.0%	317,698 SH	Decreased-75,806 SH
ISHARES TR	IBONDS DEC 2030	$245K	0.1%Prev: 3.2%	11,078 SH	Decreased-337,450 SH
ISHARES TR	IBONDS DEC 29	$6.3M	3.1%Prev: 3.4%	268,254 SH	Decreased-79,334 SH
ISHARES TR	IBONDS DEC2026	$8.1M	3.9%Prev: 4.2%	333,871 SH	Decreased-75,607 SH
ISHARES TR	IBONDS DEC25 ETF	$7.9M	3.8%	314,182 SH	New
ISHARES TR	INTL SEL DIV ETF	$122K	0.1%Prev: 0.1%	3,344 SH	Decreased
ISHARES TR	MSCI ACWI EX US	$9K	0.0%Prev: 0.0%	145 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$8.2M	4.0%Prev: 4.2%	87,794 SH	Decreased-8,283 SH
ISHARES TR	RUS 1000 ETF	$9.0M	4.4%Prev: 4.2%	24,702 SH	Decreased+621 SH
ISHARES TR	RUS 1000 GRW ETF	$428K	0.2%Prev: 0.2%	913 SH	Decreased-2,739 SH
ISHARES TR	RUS 1000 VAL ETF	$98K	0.0%Prev: 0.0%	483 SH	Decreased
ISHARES TR	RUS 2000 GRW ETF	$134K	0.1%Prev: 0.1%	419 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$162K	0.1%Prev: 0.1%	1,140 SH	Increased+35 SH
ISHARES TR	RUS MID CAP ETF	$100K	0.0%Prev: 0.0%	1,038 SH	Decreased
ISHARES TR	RUS TOP 200 ETF	$12.2M	5.9%Prev: 5.7%	73,199 SH	Decreased-501 SH
ISHARES TR	RUSSELL 2000 ETF	$7.8M	3.8%Prev: 2.7%	32,344 SH	Increased+10,748 SH
ISHARES TR	S&P 100 ETF	$1.1M	0.5%Prev: 0.5%	3,371 SH	Decreased+257 SH
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.7%Prev: 0.7%	12,150 SH	Decreased+550 SH
ISHARES TR	S&P 500 VAL ETF	$4.6M	2.2%Prev: 2.0%	22,384 SH	Decreased+1,470 SH
ISHARES TR	S&P MC 400GR ETF	$215K	0.1%Prev: 0.1%	2,240 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$170K	0.1%Prev: 0.1%	1,538 SH	Decreased
KINDER MORGAN INC DEL	COM	$3K	0.0%Prev: 0.0%	101 SH	Decreased
MACYS INC	COM	$7K	0.0%Prev: 0.0%	400 SH	Decreased
MCDONALDS CORP	COM	$35K	0.0%Prev: 0.0%	116 SH	Increased
NIKE INC	CL B	$4K	0.0%	59 SH	New
NVIDIA CORPORATION	COM	$192K	0.1%Prev: 0.1%	1,030 SH	Decreased
PARKER-HANNIFIN CORP	COM	$33K	0.0%Prev: 0.0%	44 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$10.2M	4.9%Prev: 4.8%	236,902 SH	Decreased+22,930 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.2M	0.6%Prev: 5.4%	45,588 SH	Decreased-363,426 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.2M	1.1%Prev: 1.1%	96,257 SH	Decreased+3,925 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$9K	0.0%Prev: 0.0%	356 SH	Increased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.6M	3.2%Prev: 2.9%	256,272 SH	Decreased+22,049 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.9M	2.4%Prev: 2.2%	154,124 SH	Decreased+3,477 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$154K	0.1%Prev: 0.1%	5,289 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.8M	6.7%Prev: 6.2%	522,182 SH	Decreased+22,960 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.6M	0.8%Prev: 0.9%	57,968 SH	Decreased+2,071 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$11.5M	5.6%	328,838 SH	New
SPDR INDEX SHS FDS	MSCI EAFE FS ETF	$96K	0.0%	1,955 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$138K	0.1%	3,215 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$74K	0.0%	111 SH	New
SPDR SERIES TRUST	GLB DOW ETF	$787K	0.4%	4,867 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$6K	0.0%	131 SH	New
TESLA INC	COM	$34K	0.0%Prev: 0.0%	77 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$133K	0.1%Prev: 0.1%	1,094 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$4.2M	2.1%Prev: 1.9%	8,802 SH	Decreased-42,914 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$21.3M	10.4%Prev: 9.6%	69,241 SH	Decreased+3,015 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$2K	0.0%Prev: 0.0%	11 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$5.7M	2.8%Prev: 3.1%	19,449 SH	Decreased-72,710 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$924K	0.4%Prev: 0.4%	1,509 SH	Decreased+30 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$169K	0.1%Prev: 0.1%	811 SH	Decreased
VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	1.4%Prev: 3.3%	11,450 SH	Decreased-14,185 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$241K	0.1%Prev: 0.1%	810 SH	Increased+246 SH
VANGUARD INDEX FDS	VALUE ETF	$123K	0.1%Prev: 0.1%	658 SH	Decreased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$354K	0.2%Prev: 0.2%	2,572 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$293K	0.1%Prev: 0.1%	4,984 SH	Decreased-84 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.7%Prev: 0.7%	23,239 SH	Decreased+546 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$10.4M	5.0%Prev: 0.5%	75,167 SH	Increased+68,210 SH
WISDOMTREE TR	US AI ENHANCED	$73K	0.0%Prev: 0.0%	643 SH	Decreased

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $77K
HONEYWELL AEROSPACE INC — $2K
INVESCO EXCHANGE TRADED FD T — $80K
ISHARES TR — $830K
SOLSTICE ADVANCED MATLS INC — $443
SPDR INDEX SHS FDS — $12.5M
SPDR INDEX SHS FDS — $212K
SPDR INDEX SHS FDS — $162K
SPDR SERIES TRUST — $899K
STATE STR SPDR S&P 500 ETF T — $83K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002047860-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002047860-26-000001	$214.9M	View
Oct 17, 2025