Arcadia Investment Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases Observed

Arcadia Investment Advisors LLC has released data detailing their investment activities for the period leading up to June 30, 2026. This filing provides valuable insight into how this institutional investor is managing its substantial portfolio valued at approximately $237 million.

One of the most striking aspects of Arcadia's recent activity was a significant increase in ETF holdings across several major funds from Vanguard and iShares, suggesting a continued focus on diversified exchange-traded products. These changes represent notable shifts compared to their previous portfolio composition.

Prominent Purchases Observed

The data indicates that Arcadia made substantial additions during this quarter:

• VV experienced a slight decrease in shares (-1,800) but maintained its position.
• VANGUARD INDEX FDS (VV): While the total stock value saw a marginal reduction of $236,594 to $22.78 million, representing a -1.8% change in shares (-1,217 units), it remains one of Arcadia's core holdings at 9.61% allocation.
• SCHWAB STRATEGIC TR (SCHX): This fund saw its share count decrease by -5,199 units and total value drop slightly to $14.7 million (-1.03%), maintaining a stable portfolio weighting of 6.2%.
• ISHARES TR (IWB): The ETF's position was reduced with a decrease in shares by -0.8% (-195 units) and total value down slightly to $9.86 million, keeping its allocation steady at 4.16%.

Conversely, the data shows Arcadia exiting or reducing positions in several other ETFs:

• SCHWAB STRATEGIC TR (FNDX): While not a direct exit, this fund saw an increase of +14.6k shares (+3.7%) and $0.5 million increase to its total value ($12.72 million), maintaining its 5.36% allocation.

These changes reflect the dynamic nature of Arcadia's investment strategy, with adjustments being made regularly across their holdings.