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Portfolio (Quarterly) Guide ↗

Cadence Wealth Management LLC

· CIK 0001845250
13F Portfolio $207M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCCO SOUTHERN COPPER CORP Basic Materials 3,552.0 $510K 0.25% NEW $143.47 +19.4%
42 XLK SELECT SECTOR SPDR TR 3,223.0 $464K 0.22% NEW $143.97 +25.6%
43 VOO VANGUARD INDEX FDS 710.0 $445K 0.21% NEW $626.90 +6.9%
44 EEM ISHARES TR 7,248.0 $397K 0.19% NEW $54.71 +22.9%
45 SCHX SCHWAB STRATEGIC TR 14,389.0 $387K 0.19% NEW $26.91 +7.0%
46 VTI VANGUARD INDEX FDS 1,140.0 $382K 0.18% NEW $335.36 +8.1%
47 VOE VANGUARD INDEX FDS 1,803.0 $320K 0.15% NEW $177.40 +12.2%
48 AMZN AMAZON COM INC Consumer Cyclical 1,357.0 $313K 0.15% NEW $230.90 +0.8%
49 CALM CAL MAINE FOODS INC Consumer Defensive 3,692.0 $294K 0.14% NEW $79.57 +0.8%
50 CVS CVS HEALTH CORP Healthcare 3,599.0 $286K 0.14% NEW $79.36 +31.5%
51 JHMB JOHN HANCOCK EXCHANGE TRADED 12,684.0 $281K 0.14% NEW $22.16 -0.7%
52 VEA VANGUARD TAX-MANAGED FDS 4,152.0 $259K 0.12% NEW $62.47 +13.0%
53 TSLA TESLA INC Consumer Cyclical 554.0 $249K 0.12% NEW $449.57 -15.5%
54 ES EVERSOURCE ENERGY Utilities 3,522.0 $237K 0.11% NEW $67.32 +9.1%
55 SPY SPDR S&P 500 ETF TR Financial Services 303.0 $207K 0.10% NEW $681.94 +7.0%
56 SCHF SCHWAB STRATEGIC TR 8,404.0 $202K 0.10% NEW $24.04 +14.0%
57 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 18,093.0 $114K 0.06% NEW $6.30 -23.3%
Page 3 of 3  ·  57 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 63.5%
Basic Materials 22.6%
Energy 7.4%
Technology 2.0%
Communication Services 1.9%
Healthcare 1.2%
Consumer Cyclical 0.8%
Consumer Defensive 0.4%
Utilities 0.3%