ARCADIA INVESTMENT ADVISORS LLC

All 13F Filings

Location
Eagle, ID
Most recent 13F
Q2 2026
Holdings value ($000)
237,106
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/13/2026 80 237,106 13F-HR ARCADIA INVESTMENT ADVISORS LLC
Q1 2026 4/13/2026 81 211,813 13F-HR ARCADIA INVESTMENT ADVISORS LLC
Q4 2025 1/15/2026 82 214,948 13F-HR ARCADIA INVESTMENT ADVISORS LLC
Q3 2025 10/17/2025 83 205,883 13F-HR ARCADIA INVESTMENT ADVISORS LLC
Q2 2025 7/23/2025 84 192,959 13F-HR ARCADIA INVESTMENT ADVISORS LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 516 0.2% 40 0 40
ETFs 201.5 K 85.0% 23.27 K 0 23.27 K
Debt 35.1 K 14.8% 1.984 K 0 1.984 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
237,106
Holdings
80
QoQ value change ($000)
25,293 (11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.