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Portfolio (Quarterly) Guide ↗

Cannon Wealth Management Services, LLC

· CIK 0002043725
13F Portfolio $148M AUM 85 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 45 Added 23 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IUSG ISHARES TR 1,370 $230K 0.16% SOLD
2 QGRO AMERICAN CENTY ETF TR 1,900 $218K 0.15% SOLD
3 ABBV ABBVIE INC Healthcare 919 $210K 0.15% SOLD
4 TFC TRUIST FINL CORP Financial Services 4,170 $205K 0.14% SOLD
Sector Allocation
Technology 27.4%
Consumer Cyclical 13.8%
Utilities 12.9%
Communication Services 9.8%
Industrials 9.1%
Financial Services 8.5%
Consumer Defensive 7.4%
Energy 6.2%
Healthcare 4.8%