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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CTRA	COTERRA ENERGY INC	Energy	30,003	$1.1M	0.44%	SOLD
2	BSX	BOSTON SCIENTIFIC CORP	Healthcare	5,890	$370K	0.15%	SOLD

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%