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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 Chg Shares Chg % Period Price ① Since Period ①
1 MTDR MATADOR RES CO Energy 15,527.0 $981K 0.41% NEW $63.18 -21.0%
2 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 14,320.0 $282K 0.12% NEW $19.67 -11.1%

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 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%