Citadel Investment Advisory, Inc.
All 13F Filings
- Location
- Chesterland, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 231,450
- Description
- Chesterland Ohio based benefit focused pension investor with an incorporated management platform and a governance centered and selective investment mandate. The approach emphasizes planning integrated mandate design, asset liability coordination, and active stewardship and governance oversight for benefit linked institutional mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through risk adjusted decision framing and exposure consistency.
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 79 | 231,450 | 13F-HR | Citadel Investment Advisory, Inc. |
| Q3 2025 | 10/21/2025 | 82 | 218,027 | 13F-HR | Citadel Investment Advisory, Inc. |
| Q2 2025 | 8/5/2025 | 83 | 206,467 | 13F-HR | Citadel Investment Advisory, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.4 K | 99.6% | 13.6 K | 0 | 13.6 K |
| ETFs | 1.033 K | 0.4% | 0 | 181 | -181 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
231,450
Holdings
79
QoQ value change ($000)
13,423
(6.2%)
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.