account_balance

Investment manager · 13F filer · SEC CIK 1845250

Cadence Wealth Management LLC

Reported value$239Mas of Sep 30, 2026
Positions62 1 new, 2 sold out
Top 10 weight74.5%XLE alone is 18%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
XLE Select Sector SPDR Tr 17.6% Added +27%
XOP SPDR Series Trust 13.6% Trimmed −14%
SLV iShares Silver Trust 11.0% Added +31%GLD SPDR Gold Trust 7.2% Added +19%
IEF iShares Tr 5.9% Added +10%
TLT iShares Tr 5.4% Trimmed −43%
EDV Vanguard World Fd 3.9% Trimmed −39%
CEF Sprott Physical Gold & Silver Trust 3.6% Held
COPX Global X FDS 3.2% New
SCHV Schwab Strategic Tr 3.2% Held
GNR SPDR Index SHS FDS 2.8% Held
VEU Vanguard Intl Equity Index F 2.3% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • COPX $7.64M
arrow_upwardAdded
arrow_downwardTrimmed
  • TLT −43%
  • META −43%
  • EDV −39%
  • DINO −34%
remove_circleSold out
  • ES $286K
  • SCHA $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist