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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
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICL ICL GROUP LTD Basic Materials 110,559.0 $570K 0.24% +15K +15.6% $5.15 -2.6%
42 AAPL APPLE INC Technology 2,055.0 $521K 0.22% -39.0 -1.9% $253.77 +11.8%
43 XLK SELECT SECTOR SPDR TR 3,341.0 $444K 0.18% +118.0 +3.7% $132.91 +36.1%
44 VOO VANGUARD INDEX FDS 691.0 $413K 0.17% -19.0 -2.7% $597.81 +12.1%
45 SCHX SCHWAB STRATEGIC TR 14,652.0 $376K 0.16% +263.0 +1.8% $25.64 +12.3%
46 BSX BOSTON SCIENTIFIC CORP Healthcare 5,890.0 $370K 0.15% $62.75 -29.5%
47 VTI VANGUARD INDEX FDS 1,029.0 $330K 0.14% -111.0 -9.7% $320.68 +13.0%
48 JHMB JOHN HANCOCK EXCHANGE TRADED 14,529.0 $320K 0.13% +2K +14.6% $22.01 -0.0%
49 AMZN AMAZON COM INC Consumer Cyclical 1,438.0 $300K 0.12% +81.0 +6.0% $208.34 +11.7%
50 EEM ISHARES TR 5,055.0 $287K 0.12% -2K -30.3% $56.79 +18.4%
51 VOE VANGUARD INDEX FDS 1,551.0 $286K 0.12% -252.0 -14.0% $184.33 +8.0%
52 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 14,320.0 $282K 0.12% NEW $19.67 -11.1%
53 CVS CVS HEALTH CORP Healthcare 3,599.0 $258K 0.11% $71.82 +45.3%
54 ES EVERSOURCE ENERGY Utilities 3,540.0 $245K 0.10% +18.0 +0.5% $69.27 +6.1%
55 VEA VANGUARD TAX-MANAGED FDS 3,442.0 $221K 0.09% -710.0 -17.1% $64.08 +10.1%
56 TSLA TESLA INC Consumer Cyclical 580.0 $216K 0.09% +26.0 +4.7% $371.63 +2.2%
57 SCHF SCHWAB STRATEGIC TR 8,484.0 $210K 0.09% +80.0 +0.9% $24.75 +10.7%
58 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 18,745.0 $96K 0.04% +652.0 +3.6% $5.10 -5.3%
Page 3 of 3  ·  58 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 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%