Cadence Wealth Management LLC: 13F holdings
CIK 18452502026Q2
| Positions | 63 |
|---|
| Reported value | $223.3m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 63 (+5 vs prior quarter) |
|---|
| Reported value | $223.3m (-6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XOP SPDR SERIES TRUST | 210,558 | $32.5m | 14.5% |
| XLE SELECT SECTOR SPDR TR | 537,917 | $28.6m | 12.8% |
| TLT ISHARES TR | 288,384 | $24.9m | 11.2% |
| SLV ISHARES SILVER TR | 370,232 | $19.8m | 8.9% |
| EDV VANGUARD WORLD FD | 275,654 | $17.9m | 8.0% |
| GLD SPDR GOLD TR | 38,072 | $14.0m | 6.3% |
| IEF ISHARES TR | 144,074 | $13.6m | 6.1% |
| CEF SPROTT ASSET MANAGEMENT LP | 207,150 | $8.3m | 3.7% |
| SCHV SCHWAB STRATEGIC TR | 229,916 | $8.0m | 3.6% |
| GNR SPDR INDEX SHS FDS | 89,485 | $6.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845250")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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