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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
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCCO SOUTHERN COPPER CORP Basic Materials 3,865.0 $674K 0.30% +163.0 +4.4% $174.26 +14.2%
42 AAPL APPLE INC Technology 2,286.0 $661K 0.30% +231.0 +11.2% $289.36 +11.0%
43 ICL ICL GROUP LTD Basic Materials 119,992.0 $598K 0.27% +9K +8.5% $4.98 +16.8%
44 JMTG J P MORGAN EXCHANGE TRADED F 11,672.0 $592K 0.27% -2K -16.3% $50.68 -1.8%
45 AMD ADVANCED MICRO DEVICES INC Technology 912.0 $530K 0.24% NEW $580.67 -18.4%
46 SCHX SCHWAB STRATEGIC TR 14,646.0 $431K 0.19% $29.43 +3.3%
47 AMZN AMAZON COM INC Consumer Cyclical 1,638.0 $391K 0.17% +200.0 +13.9% $238.41 +8.3%
48 CVS CVS HEALTH CORP Healthcare 3,579.0 $370K 0.17% -20.0 -0.6% $103.45 -6.6%
49 EEM ISHARES TR 4,972.0 $340K 0.15% -83.0 -1.6% $68.41 -0.2%
50 JHMB JOHN HANCOCK EXCHANGE TRADED 15,184.0 $333K 0.15% +655.0 +4.5% $21.95 -1.9%
51 VTI VANGUARD INDEX FDS 854.0 $316K 0.14% -175.0 -17.0% $369.96 +2.8%
52 VOE VANGUARD INDEX FDS 1,502.0 $297K 0.13% -49.0 -3.2% $197.66 +5.3%
53 ES EVERSOURCE ENERGY Utilities 3,962.0 $286K 0.13% +422.0 +11.9% $72.26 -1.0%
54 TSLA TESLA INC Consumer Cyclical 651.0 $274K 0.12% +71.0 +12.2% $420.48 -15.5%
55 VEA VANGUARD TAX-MANAGED FDS 3,503.0 $250K 0.11% +61.0 +1.8% $71.25 +3.3%
56 ABBV ABBVIE INC Healthcare 943.0 $237K 0.11% NEW $251.51 +2.1%
57 MU MICRON TECHNOLOGY INC Technology 204.0 $236K 0.11% NEW $1155.47 -13.6%
58 SCHF SCHWAB STRATEGIC TR 8,484.0 $235K 0.10% $27.70 +3.0%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 307.0 $229K 0.10% NEW $747.36 +3.3%
60 AOA ISHARES TR 2,252.0 $220K 0.10% NEW $97.60 +1.9%
Page 3 of 4  ·  63 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 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%