Cadence Wealth Management LLC
Cadence Wealth Management LLC reported 63 positions worth $223.3M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: XOP (14.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XOP | SH | $32.5M | 14.55% | 210,558 | — | — | |
| ▸ 2 | XLE | SH | $28.6M | 12.80% | 537,917 | — | — | |
| ▸ 3 | TLT | SH | $24.9M | 11.16% | 288,384 | — | — | |
| ▸ 4 | SLV | SH | $19.8M | 8.87% | 370,232 | — | — | |
| ▸ 5 | EDV | SH | $17.9M | 8.03% | 275,654 | — | — | |
| ▸ 6 | GLD | SH | $14.0M | 6.28% | 38,072 | — | — | |
| ▸ 7 | IEF | SH | $13.6M | 6.10% | 144,074 | — | — | |
| ▸ 8 | CEF | SH | $8.3M | 3.73% | 207,150 | — | — | |
| ▸ 9 | SCHV | SH | $8.0M | 3.58% | 229,916 | — | — | |
| ▸ 10 | GNR | SH | $6.0M | 2.70% | 89,485 | — | — |
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Frequently Asked Questions
What stocks does Cadence Wealth Management LLC hold as of Q2 2026?
Cadence Wealth Management LLC reported 63 positions worth $223.3M in its Q2 2026 13F filing. Largest positions: XOP (14.5%), XLE (12.8%), TLT (11.2%), SLV (8.9%) and EDV (8.0%).
What did Cadence Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cadence Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.