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Camarda Financial Advisors, LLC
Camarda Financial Advisors, LLC is an SEC-registered investment advisory firm headquartered in Fleming Island, Florida. The firm specializes in providing comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Founded by Dr. Jeff Camarda, the company serves clients seeking fiduciary advice in managing complex portfolios, retirement assets, and overall financial strategies. The firm is characterized by a focus on personalized client service and evidence-based investment management.
Investment Strategy
Camarda Financial Advisors, LLC employs a diversified and evidence-based investment strategy, emphasizing asset allocation and risk management tailored to client needs. The firm utilizes both passive and active investment vehicles, focusing on cost efficiency and broad diversification. Investment decisions are guided by clients' risk tolerance, goals, and time horizons, aiming for long-term growth and prudent risk management through a mix of equities, fixed income, and alternative assets.
Latest 13F Filing Activity
Camarda Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 97 equity positions with a total 13F market value of $254M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Camarda Financial Advisors, LLC reduced exposure to SPDR S&P 500 Etf TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IYZ | ISHARES TR | 5.42% | $13.8M | 463,019 | $29.78 | $29.78 | +$13.8M |
I IYF | ISHARES TR | 5.38% | $13.7M | 113,138 | $120.99 | $120.99 | +$13.7M |
I IYC | ISHARES TR | 5.38% | $13.7M | 137,272 | $99.64 | $99.64 | +$13.7M |
I IDU | ISHARES TR | 5.24% | $13.3M | 127,449 | $104.57 | $104.57 | +$13.3M |
Q QQQ | INVESCO QQQ TR | 3.94% | $10.0M | 18,173 | $461.30 | $551.64 | -$1.6M |
Industry Allocation
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