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Arcadia Investment Advisors LLC
Arcadia Investment Advisors LLC is a registered investment adviser headquartered in Eagle, Idaho. The firm provides personalized investment advisory and portfolio management to individuals and high-net-worth clients, as well as some pension funds and charitable organizations. With 6 employees, Arcadia was organized in Idaho and is primarily focused on serving clients in the United States, managing over $264 million in assets.
Investment Strategy
Arcadia Investment Advisors LLC offers discretionary and non-discretionary investment management services tailored to individual client circumstances. The firm serves a client base primarily made up of individuals and high-net-worth individuals, with additional services for pension and charitable accounts. Strategies emphasize diversified portfolios, risk management, and long-term asset growth through both equities and fixed income, adjusting for client-specific financial goals and risk tolerances.
Latest 13F Filing Activity
Arcadia Investment Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 81 equity positions with a total 13F market value of $206M. The fund increased holdings in Ishares TR, Vanguard Index FDS, Vanguard Index FDS among other positions. Arcadia Investment Advisors LLC reduced exposure to Ishares TR, Ishares TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 10.35% | $21.3M | 69,241 | $125.75 | $307.86 | +$1.9M |
S SCHX | SCHWAB STRATEGIC TR | 6.68% | $13.8M | 522,182 | $11.44 | $26.34 | +$899.4K |
I IWL | ISHARES TR | 5.91% | $12.2M | 73,199 | $107.21 | $166.10 | +$773.4K |
C CWI | SPDR INDEX SHS FDS | 5.58% | $11.5M | 328,838 | $25.86 | $34.92 | -$892.3K |
M MGV | VANGUARD WORLD FD | 5.03% | $10.4M | 75,167 | $131.41 | $137.74 | +$810.3K |
Industry Allocation
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