Cannon Wealth Management Services, LLC

CIK 0002043725 · WINSTON SALEM, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Cannon Wealth Management Services, LLC reported 99 positions worth $182.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPYM (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$182.8M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.6%
Est. Net Flow (Q)
2026 Q2
10 / 99 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$14.9M8.14%169,315
2JCPBJ P MORGAN EXCHANGE TRADED FSH$11.3M6.17%240,208
3CGUSCAPITAL GROUP CORE EQUITY ETSH$9.6M5.24%215,270
4FELGFIDELITY COVINGTON TRUSTSH$8.5M4.67%195,102
5SPYVSPDR SERIES TRUSTSH$8.5M4.65%139,863
6CGCBCAPITAL GRP FIXED INCM ETF TSH$8.1M4.46%311,032
7SPMOINVESCO EXCH TRADED FD TR IISH$6.5M3.58%40,544
8PVALPUTNAM ETF TRUSTSH$6.2M3.37%120,750
9VYMVANGUARD WHITEHALL FDSSH$5.8M3.19%36,920
10SPTSSPDR SERIES TRUSTSH$5.7M3.10%195,013

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cannon Wealth Management Services, LLC hold as of Q2 2026?

Cannon Wealth Management Services, LLC reported 99 positions worth $182.8M in its Q2 2026 13F filing. Largest positions: SPYM (8.1%), JCPB (6.2%), CGUS (5.2%), FELG (4.7%) and SPYV (4.7%).

What did Cannon Wealth Management Services, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cannon Wealth Management Services, 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.