Cadia Private Client LLC
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 123,249
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/20/2026 | 76 | 123,249 | 13F-HR | Cadia Private Client LLC |
| Q4 2025 | 5/20/2026 | 71 | 126,010 | 13F-HR | Cadia Private Client LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.88 K | 15.9% | 0 | 721 | -721 |
| ETFs | 99.9 K | 84.1% | 0 | 2.263 K | -2.263 K |
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Fund Snapshot
Q1 2026
Latest filed
5/20/2026
Total value ($000)
123,249
Holdings
76
QoQ value change ($000)
-2,761
(-2.2%)
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.