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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TLT ISHARES TR 288,384.0 $24.9M 11.16% -263K -47.7% $86.42 -4.7%
2 EDV VANGUARD WORLD FD 275,654.0 $17.9M 8.04% -108K -28.1% $65.08 -7.1%
3 CEF SPROTT ASSET MANAGEMENT LP Financial Services 207,150.0 $8.3M 3.73% -7K -3.2% $40.23 +12.2%
4 GNR SPDR INDEX SHS FDS 89,485.0 $6.0M 2.70% -647.0 -0.7% $67.31 +16.8%
5 JMTG J P MORGAN EXCHANGE TRADED F 11,672.0 $592K 0.27% -2K -16.3% $50.68 -1.8%
6 CVS CVS HEALTH CORP Healthcare 3,579.0 $370K 0.17% -20.0 -0.6% $103.45 -6.6%
7 EEM ISHARES TR 4,972.0 $340K 0.15% -83.0 -1.6% $68.41 -0.2%
8 VTI VANGUARD INDEX FDS 854.0 $316K 0.14% -175.0 -17.0% $369.96 +2.8%
9 VOE VANGUARD INDEX FDS 1,502.0 $297K 0.13% -49.0 -3.2% $197.66 +5.3%
10 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 10,943.0 $193K 0.09% -3K -23.6% $17.65 +28.2%

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%