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: $237.1M79 positionsView on SEC.gov

			% of Portfolio
ABM INDS INC	COM	$7K	0.0%Prev: 0.0%	150 SH	Decreased
ALLOGENE THERAPEUTICS INC	COM	$42	0.0%Prev: 0.0%	20 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS US LARG	$13.1M	5.5%Prev: 4.8%	145,554 SH	Increased+14,797 SH
AMETEK INC	COM	$10K	0.0%Prev: 0.0%	40 SH	Decreased-46 SH
BROADCOM INC	COM	$6K	0.0%Prev: 0.0%	16 SH	Increased
CENTRAL PAC FINL CORP	COM NEW	$7	0.0%Prev: 0.0%	0 SH	Increased
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$77K	0.0%	1,738 SH	New
DUTCH BROS INC	CL A	$15K	0.0%Prev: 0.0%	204 SH	Increased
EXXON MOBIL CORP	COM	$27K	0.0%Prev: 0.0%	200 SH	Increased
GE AEROSPACE	COM NEW	$23K	0.0%Prev: 0.0%	62 SH	Increased
GE VERNOVA INC	COM	$18K	0.0%Prev: 0.0%	15 SH	Increased
HONEYWELL AEROSPACE INC	COM	$2K	0.0%	10 SH	New
INVESCO EXCHANGE TRADED FD T	BLOO AN RATI ETF	$80K	0.0%	245 SH	New
ISHARES TR	CORE MSCI EAFE	$19K	0.0%Prev: 0.0%	197 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$2.4M	1.0%Prev: 1.1%	31,756 SH	Increased-2,469 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	1.1%Prev: 4.1%	17,898 SH	Decreased-55,139 SH
ISHARES TR	CORE S&P500 ETF	$3.8M	1.6%Prev: 1.7%	5,070 SH	Increased-238 SH
ISHARES TR	EAFE GRWTH ETF	$187K	0.1%Prev: 0.1%	1,500 SH	Increased
ISHARES TR	ESG OPTIMIZED	$151K	0.1%Prev: 0.1%	981 SH	Increased+6 SH
ISHARES TR	ESG SELECT SCRE	$306K	0.1%Prev: 0.1%	5,624 SH	Increased+45 SH
ISHARES TR	GLOBAL 100 ETF	$2.6M	1.1%Prev: 1.1%	19,010 SH	Increased-577 SH
ISHARES TR	IBDS DEC28 ETF	$9.3M	3.9%Prev: 3.4%	370,192 SH	Increased+114,173 SH
ISHARES TR	IBONDS 27 ETF	$9.5M	4.0%Prev: 4.0%	393,504 SH	Increased+79,143 SH
ISHARES TR	IBONDS DEC 2030	$7.6M	3.2%Prev: 0.1%	348,528 SH	Increased+339,941 SH
ISHARES TR	IBONDS DEC 29	$8.1M	3.4%Prev: 3.2%	347,588 SH	Increased+82,085 SH
ISHARES TR	IBONDS DEC2026	$9.9M	4.2%Prev: 4.2%	409,478 SH	Increased+79,119 SH
ISHARES TR	INTL SEL DIV ETF	$139K	0.1%Prev: 0.1%	3,344 SH	Increased
ISHARES TR	MSCI ACWI EX US	$11K	0.0%Prev: 0.0%	145 SH	Increased
ISHARES TR	MSCI EAFE ETF	$10.0M	4.2%Prev: 1.2%	96,077 SH	Increased+70,894 SH
ISHARES TR	RUS 1000 ETF	$9.9M	4.2%Prev: 4.3%	24,081 SH	Increased-621 SH
ISHARES TR	RUS 1000 GRW ETF	$453K	0.2%Prev: 0.2%	3,652 SH	Increased+2,739 SH
ISHARES TR	RUS 1000 VAL ETF	$117K	0.0%Prev: 0.0%	483 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$165K	0.1%Prev: 0.1%	419 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$162K	0.1%Prev: 0.1%	1,105 SH	Decreased-130 SH
ISHARES TR	RUS MID CAP ETF	$115K	0.0%Prev: 0.0%	1,038 SH	Increased
ISHARES TR	RUS TOP 200 ETF	$13.6M	5.7%Prev: 5.9%	73,700 SH	Increased-653 SH
ISHARES TR	RUSEL 2500 ETF	$830K	0.3%	9,056 SH	New
ISHARES TR	RUSSELL 2000 ETF	$6.5M	2.7%Prev: 5.1%	21,596 SH	Decreased-24,180 SH
ISHARES TR	S&P 100 ETF	$1.1M	0.5%Prev: 0.5%	3,114 SH	Increased-302 SH
ISHARES TR	S&P 500 GRWT ETF	$1.6M	0.7%Prev: 0.7%	11,600 SH	Increased-630 SH
ISHARES TR	S&P 500 VAL ETF	$4.7M	2.0%Prev: 2.3%	20,914 SH	Increased-2,137 SH
ISHARES TR	S&P MC 400GR ETF	$263K	0.1%Prev: 0.1%	2,240 SH	Increased
ISHARES TR	SP SMCP600VL ETF	$210K	0.1%Prev: 0.1%	1,538 SH	Increased
KINDER MORGAN INC DEL	COM	$3K	0.0%Prev: 0.0%	101 SH	Increased
MACYS INC	COM	$9K	0.0%Prev: 0.0%	400 SH	Increased
MCDONALDS CORP	COM	$31K	0.0%Prev: 0.0%	116 SH	Decreased
NVIDIA CORPORATION	COM	$206K	0.1%Prev: 0.1%	1,030 SH	Increased
PARKER-HANNIFIN CORP	COM	$43K	0.0%Prev: 0.0%	44 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$11.3M	4.8%Prev: 5.9%	213,972 SH	Decreased-69,800 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$12.7M	5.4%Prev: 0.6%	409,014 SH	Increased+361,698 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.6M	1.1%Prev: 1.1%	92,332 SH	Increased-8,006 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$9K	0.0%Prev: 0.0%	356 SH	Decreased
SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.8M	2.9%Prev: 3.3%	234,223 SH	Increased-35,149 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.1M	2.2%Prev: 2.4%	150,647 SH	Increased-4,949 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$184K	0.1%Prev: 0.1%	5,289 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$14.7M	6.2%Prev: 6.7%	499,222 SH	Increased-26,755 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.0M	0.9%Prev: 0.8%	55,897 SH	Increased-3,880 SH
SOLSTICE ADVANCED MATLS INC	COM SHS	$443	0.0%	5 SH	New
SPDR INDEX SHS FDS	ST STR ACWI ETF	$12.5M	5.3%	307,362 SH	New
SPDR INDEX SHS FDS	ST STR MSCI EAFE	$212K	0.1%	3,917 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$162K	0.1%	3,215 SH	New
SPDR SERIES TRUST	ST STR GLB DOW	$899K	0.4%	4,867 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$83K	0.0%	111 SH	New
TESLA INC	COM	$32K	0.0%Prev: 0.0%	77 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$168K	0.1%Prev: 0.1%	1,094 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$4.5M	1.9%Prev: 2.0%	51,716 SH	Increased+42,891 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$22.8M	9.6%Prev: 10.1%	66,226 SH	Increased-1,958 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$2K	0.0%Prev: 0.0%	11 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$7.4M	3.1%Prev: 0.2%	92,159 SH	Increased+91,117 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	0.4%Prev: 0.5%	1,479 SH	Increased-90 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$197K	0.1%Prev: 0.1%	811 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$7.8M	3.3%Prev: 0.1%	25,635 SH	Increased+25,194 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$206K	0.1%Prev: 0.1%	564 SH	Decreased-246 SH
VANGUARD INDEX FDS	VALUE ETF	$143K	0.1%Prev: 0.1%	658 SH	Increased-60 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$404K	0.2%Prev: 0.2%	2,572 SH	Increased-75 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$295K	0.1%Prev: 0.1%	5,068 SH	Increased+1,383 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.7%Prev: 0.7%	22,693 SH	Increased-1,135 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.1M	0.5%Prev: 4.9%	6,957 SH	Decreased-65,781 SH
WISDOMTREE TR	US AI ENHANCED	$84K	0.0%Prev: 0.0%	643 SH	Increased

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $62K
GLOBAL X FDS — $4K
GRAYSCALE BITCOIN TRUST ETF — $85
GREENBRIER COS INC — $5K
HP INC — $5K
INVESCO EXCHANGE TRADED FD T — $71K
ISHARES TR — $8.0M
NIKE INC — $4K
SPDR INDEX SHS FDS — $12.4M
SPDR INDEX SHS FDS — $93K
SPDR INDEX SHS FDS — $130K
SPDR S&P 500 ETF TR — $69K
SPDR SERIES TRUST — $733K
SUPER MICRO COMPUTER INC — $6K

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