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
- SPLG - SPDR SERIES TRUST, 7.88%
- SPYM - SPDR SERIES TRUST, 7.79%
- 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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