ARCADIA INVESTMENT ADVISORS LLC

All 13F Filings

Location
Eagle, ID
Most recent 13F
Q3 2026
Holdings value ($000)
240,792
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/13/2026 87 240,792 13F-HR ARCADIA INVESTMENT ADVISORS LLC
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 569 0.2% 53 0 53
ETFs 204.9 K 85.1% 3.39 K 0 3.39 K
Debt 35.35 K 14.7% 245 0 245
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Fund Snapshot

Q3 2026
Latest filed
10/13/2026
Total value ($000)
240,792
Holdings
87
QoQ value change ($000)
3,686 (1.6%)
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.