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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHA SCHWAB STRATEGIC TR 5,596.0 $202K 0.09% NEW $36.13 -4.8%
62 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 10,943.0 $193K 0.09% -3K -23.6% $17.65 +28.2%
63 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 19,395.0 $97K 0.04% +650.0 +3.5% $4.99 +5.1%
Page 4 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%