Cadence Wealth Management LLC - Portfolio overview

Cadence Wealth Management LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Financial Services.

Largest reported holdings by portfolio allocation

1. TLT - ISHARES TR, 19.44%
2. XOP - SPDR SERIES TRUST, 15.29%
3. EDV - VANGUARD WORLD FD, 10.12%

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

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