account_balance

Investment manager · 13F filer · SEC CIK 2043725

Cannon Wealth Management Services, LLC

Reported value$183Mas of Jun 30, 2026
Positions99 16 new, 2 sold out
Top 10 weight46.6%SPYM alone is 8%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 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
SPYM SPDR Series Trust 8.1% Added +3%
JCPB J P Morgan Exchange Traded F 6.2% Added +9%
CGUS Capital Group Core Equity Et 5.2% Added +11%
FELG Fidelity Covington Trust 4.7% Added +56%
SPYV SPDR Series Trust 4.7% Trimmed −2%
CGCB Capital GRP Fixed Incm ETF T 4.5% Added +19%
SPMO Invesco Exch Traded Fd Tr II 3.6% New
PVAL Putnam ETF Trust 3.4% Added +5%
VYM Vanguard Whitehall FDS 3.2% Held
SPTS SPDR Series Trust 3.1% Held
SPYG SPDR Series Trust 3.0% Added +3%
VFQY Vanguard Wellington Fd 2.9% Added +13%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the May 5, 2026 filing
add_circleNew
  • SPMO $6.55M
  • SHW $4.45M
  • VTEB $495K
  • MU $480K
arrow_upwardAdded
  • LOW +57%
  • FELG +56%
  • CLSE +34%
  • JPST +29%
arrow_downwardTrimmed
  • SDVY −19%
  • GOOGL −11%
  • PFF −9%
  • DIVO −8%
remove_circleSold out

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.

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