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Portfolio (Quarterly) Guide ↗

Cadence Wealth Management LLC

· CIK 0001845250
13F Portfolio $223M AUM 63 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 44 Added 10 Reduced 2 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ES EVERSOURCE ENERGY Utilities 3,962.0 $286K 0.13% +422.0 +11.9% $72.26 -1.7%
42 TSLA TESLA INC Consumer Cyclical 651.0 $274K 0.12% +71.0 +12.2% $420.48 -15.8%
43 VEA VANGUARD TAX-MANAGED FDS 3,503.0 $250K 0.11% +61.0 +1.8% $71.25 +3.5%
44 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 19,395.0 $97K 0.04% +650.0 +3.5% $4.99 +6.2%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 56.0%
Basic Materials 23.3%
Energy 12.7%
Technology 3.2%
Communication Services 1.6%
Consumer Defensive 1.2%
Consumer Cyclical 0.9%
Healthcare 0.8%
Utilities 0.4%