Cadia Private Client LLC - Portfolio overview

Cadia Private Client LLC has 76 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.07%
2. QQQ - INVESCO QQQ TR, 10.12%
3. SCHR - SCHWAB STRATEGIC TR, 8.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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