Long-term investor
Cadia Private Client LLC @cadiaprivateclientllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002135817).
Record
- Tracked since 2026-03-31 (182 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 13.8% · long · since 2026-03-31
- 46090E103 · 9.9% · long · since 2026-03-31
- SCHR · 7.3% · long · since 2026-03-31
- ITOT · 6.7% · long · since 2026-03-31
- DGRO · 4.2% · long · since 2026-03-31
- SCHD · 4.1% · long · since 2026-03-31
- FBND · 3.7% · long · since 2026-03-31
- TFLO · 3.6% · long · since 2026-03-31
- IJH · 3.3% · long · since 2026-03-31
- CORO · 3.1% · long · since 2026-03-31
- AGG · 2.9% · long · since 2026-03-31
- NEAR · 2.7% · long · since 2026-06-30