Howard Teutsch
Arcadia Investment Advisors Llc
Assets Managed
$237.106M
Holdings
80
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.95%(2Q avg: 5.25%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Arcadia Investment Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 80 positions.
Assets under management
The assets under management (AUM) of Arcadia Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 237.106M in assets, with a quarterly growth rate of 11.95% and a 2-quarter average growth rate of 5.25%. The portfolio is managed by Howard Teutsch, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VV Vanguard Large-cap Etf
| 9.61% | $22.776M 66,226 shares@ $343.92 avg price | Decreased -1.8% |
SCHX Schwab Us Large-cap Etf
| 6.2% | $14.692M 499,222 shares@ $29.44 avg price | Decreased -1.03% |
IWL Ishares Russell Top 200 Etf
| 5.75% | $13.631M 73,700 shares@ $184.95 avg price | Increased 1.37% |
AVLC Avantis Us Lg Cap Eq Etf
| 5.53% | $13.094M 145,554 shares@ $89.97 avg price | Increased 2.32% |
FNDX Schwab Fndmntl Us Lrg Co Etf
| 5.37% | $12.72M 409,014 shares@ $31.11 avg price | Increased 3.71% |
CWI Spdr Msci Acwi Ex-us
| 5.28% | $12.5M 307,362 shares@ $40.68 avg price | Decreased -1.17% |
FNDF Schwab Fndmn Intl Lrg Co Etf
| 4.77% | $11.289M 213,972 shares@ $52.77 avg price | Decreased -1.53% |
EFA Ishares Msci Eafe Etf
| 4.21% | $9.98M 96,077 shares@ $103.89 avg price | Decreased -1.69% |
IBDR Ishares Ibonds Dec 2026 Term
| 4.19% | $9.922M 409,478 shares@ $24.24 avg price | Increased 3.59% |
IWB Ishares Russell 1000 Etf
| 4.16% | $9.861M 24,081 shares@ $409.51 avg price | Decreased -0.8% |
1-10 of 80