Cannon Wealth Management Services, LLC - Portfolio overview

Cannon Wealth Management Services, LLC has 91 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. SPLG - SPDR SERIES TRUST, 7.88%
  2. SPYM - SPDR SERIES TRUST, 7.79%
  3. JCPB - J P MORGAN EXCHANGE TRADED F, 6.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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