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Filers›Family Office›Cadia Private Client LLC
DOSSIER · 13F-HR · Q1 2026

Cadia Private Client LLC

Cadia Private Client's family office based in London, UK — $123M in tracked AUM across 76 positions as of Q1 2026.

CP
Cadia Private Client·London, UK·Family Office
CIK 0002135817 · last filed Mar 31, 2026
Total AUM
$123M
▼ 5.0%
vs prior
Holdings
76
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cadia Private Client LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$16M27K13.1%
02
QQQ
INVESCO QQQ TR
$12M22K10.1%
03
SCHR
SCHWAB STRATEGIC TR
$10M410K8.3%
04
ITOT
ISHARES TR
$9M63K7.3%
05
SCHD
SCHWAB STRATEGIC TR
$6M188K4.7%
06
DGRO
ISHARES TR
$6M79K4.5%
07
FBND
FIDELITY MERRIMACK STR TR
$5M103K3.8%
08
AGG
ISHARES TR
$5M47K3.7%
09
SHV
ISHARES TR
$4M39K3.5%
10
TFLO
ISHARES TR
$4M84K3.5%

Filing history

Filing history loading…
AI Agent · grounded in Cadia
haiku-4-5 · 76 positions indexed
Sector mix
  • Tech28%
  • Health Care13%
  • Cons. Disc.17%
  • Communications51%
  • Industrials7%
  • Energy5%
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