account_balance

Investment manager · 13F filer · SEC CIK 2135817

Cadia Private Client LLC

Reported value$145Mas of Sep 30, 2026

Positions77 5 new, 4 sold out

Top 10 weight58.4%VOO alone is 14%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

13.9%Added +2%

QQQInvesco QQQ Tr

9.8%Added +2%

SCHRSchwab Strategic Tr

7.0%Added +4%

ITOTiShares Tr

6.6%

SCHDSchwab Strategic Tr

4.1%Added +2%

DGROiShares Tr

4.0%

TFLOiShares Tr

3.5%

FBNDFidelity Merrimack STR Tr

3.4%

COROBlackRock ETF Trust

3.1%+6%

NEARiShares U S ETF Tr

3.1%+21%

IJHiShares Tr

3.1%+2%

AGGiShares Tr

2.8%+3%

VOOVanguard Index FDS

13.9%Added +2%

QQQInvesco QQQ Tr

9.8%Added +2%

SCHRSchwab Strategic Tr

7.0%

ITOTiShares Tr

6.6%

SCHDSchwab Strategic Tr

4.1%

DGROiShares Tr

4.0%

TFLO3.5%

FBND3.4%

CORO3.1%

NEAR

IJH3.1%

AGG2.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VOO Vanguard Index FDS 13.9% Added +2%

QQQ Invesco QQQ Tr 9.8% Added +2%

SCHR Schwab Strategic Tr 7.0% Added +4%

ITOT iShares Tr 6.6% Held

SCHD Schwab Strategic Tr 4.1% Added +2%

DGRO iShares Tr 4.0% Held

TFLO iShares Tr 3.5% Held

FBND Fidelity Merrimack STR Tr 3.4% Held

CORO BlackRock ETF Trust 3.1% Added +6%

NEAR iShares U S ETF Tr 3.1% Added +21%

IJH iShares Tr 3.1% Added +2%

AGG iShares Tr 2.8% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing

add_circleNew

VCSH $332K
USFR $313K
JAAA $225K
USHY $219K

arrow_upwardAdded

ACN +163%
SHY +46%
BINC +26%
IALT +22%

arrow_downwardTrimmed

IGEB −48%
GOVT −29%
QUAL −29%
MUB −21%

remove_circleSold out

IUSB $569K
RSP $240K
LQDH $228K
TSM $204K

Cadia Private Client LLC

Where the money is

Biggest moves since Jun 30, 2026

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