Cadia Private Client LLC
All 13F Filings
- Location
- Parsippany, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 139,396
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 76 | 139,396 | 13F-HR | Cadia Private Client LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.14 K | 15.8% | 2.269 K | 0 | 2.269 K |
| ETFs | 113 K | 84.2% | 13.05 K | 0 | 13.05 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
139,396
Holdings
76
QoQ value change ($000)
16,147
(13.1%)
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.