Portfolio (Quarterly) Guide ↗

Cadence Wealth Management LLC

· CIK 0001845250

13F Portfolio $240M AUM 58 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 36 Added 17 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPY	SPDR S&P 500 ETF TR	Financial Services	303	$207K	0.10%	SOLD

Sector Allocation

Financial Services 59.3%

Basic Materials 23.4%

Energy 11.4%

Technology 1.6%

Communication Services 1.5%

Consumer Defensive 1.0%

Healthcare 0.8%

Consumer Cyclical 0.6%

Utilities 0.3%