Arcadia Investment Advisors LLC Portfolio Holdings

Arcadia Investment Advisors LLC

  • $215 Billion
  • Q4 2025

Arcadia Investment Advisors LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $21.6B, Schwab Strategic Tr Us Large C with a value of $13.8B, Ishares Tr Russell 200 ETF with a value of $12.4B, Spdr Ser Tr Spdr Msci Acwi Ex with a value of $11.5B, and American Centy ETF Tr with a value of $11.1B.

Examining the 13F form we can see an increase of $9.07B in the current position value, from $206B to 215B.

Arcadia Investment Advisors LLC is based out at Eagle, ID

Below you can find more details about Arcadia Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $215 Billion
ETFs: $196 Billion
Technology: $202 Million
Consumer Cyclical: $91.2 Million
Industrials: $72.3 Million
Energy: $36.9 Million
Healthcare: $28,000
Financial Services: $6,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177M
$28,000 0.0% of portfolio
20
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $215 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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