Arcadia Investment Advisors LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $17.5B, Schwab Strategic Tr Us Large C with a value of $12B, Spdr Ser Tr Spdr Msci Acwi Ex with a value of $11.4B, Schwab Fundamental Intl Large with a value of $10.5B, and Ishares S&P 100 ETF with a value of $10.1B.

Examining the 13F form we can see an decrease of $4.69B in the current position value, from $184B to 179B.

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 $179 Billion
ETFs: $170 Billion
Technology: $118 Million
Consumer Cyclical: $86 Million
Industrials: $63.8 Million
Energy: $23.8 Million
Healthcare: $30,000
Financial Services: $5,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $179 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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