Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$223.27M
Total Bought
$38.48M
Total Sold
$34.35M
Net Transaction
+$4.13M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR ENERG ETF
170,793537,917+367,12410,46328,56912.80%+18,106
ISHARES TR119,624144,074+24,45011,41713,6256.10%+2,208
SCHWAB STRATEGIC TR225,363229,916+4,5536,8748,0033.58%+1,130
DEVON ENERGY CORP NEW(DVN)022,188+22,18809170.41%+917
VANGUARD INTL EQUITY INDEX F66,09767,064+9674,9645,6172.52%+653
ADVANCED MICRO DEVICES INC(AMD)0912+91205300.24%+530
VANGUARD INTL EQUITY INDEX F66,42267,595+1,1733,5904,0351.81%+445
EOG RES INC(EOG)5,3588,740+3,3827751,1340.51%+359
VANGUARD INDEX FDS6911,108+4174137610.34%+348
ISHARES TR5,7226,895+1,1738151,1330.51%+318
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,3413,966+6254447560.34%+311
HF SINCLAIR CORP(DINO)26,27427,434+1,1601,6391,9110.86%+272
BHP BILLITON LIMITED17,38918,157+7681,2651,5130.68%+248
ABBVIE INC(ABBV)0943+94302370.11%+237
MICRON TECHNOLOGY INC(MU)0204+20402360.11%+236
NVIDIA CORPORATION(NVDA)4,5205,108+5887881,0220.46%+234
STATE STR SPDR S&P 500 ETF T(SPY)0307+30702290.10%+229
ISHARES TR02,252+2,25202200.10%+220
SCHWAB STRATEGIC TR05,596+5,59602020.09%+202
APPLE INC(AAPL)2,0552,286+2315216610.30%+140
CVS HEALTH CORP(CVS)3,5993,579-202583700.17%+112
RIO TINTO PLC(RIO)16,15916,921+7621,5071,6060.72%+99
AMAZON COM INC(AMZN)1,4381,638+2003003910.17%+91
DIAMONDBACK ENERGY INC(FANG)4,3565,416+1,0608629520.43%+90
CAL MAINE FOODS INC(CALM)10,68611,529+8438469290.42%+83
TESLA INC(TSLA)580651+712162740.12%+58
SCHWAB STRATEGIC TR14,65214,646-63764310.19%+55
ISHARES TR5,0554,972-832873400.15%+53
MATADOR RES CO(MTDR)15,52720,643+5,1169811,0280.46%+47
EVERSOURCE ENERGY(ES)3,5403,962+4222452860.13%+41
SOUTHERN COPPER CORP(SCCO)3,7023,865+1636376740.30%+37
VANGUARD TAX-MANAGED FDS3,4423,503+612212500.11%+29
ICL GROUP LTD(ICL)110,559119,992+9,4335705980.27%+28
SCHWAB STRATEGIC TR8,4848,48402102350.11%+25
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
14,52915,184+6553203330.15%+13
VANGUARD INDEX FDS1,5511,502-492862970.13%+11
FS CREDIT OPPORTUNITIES CORP(FSCO)18,74519,395+65096970.04%+1
TENARIS S A(TS)23,71024,863+1,1531,3791,3800.62%0
VALE S A46,43248,947+2,5157397360.33%-3
META PLATFORMS INC(META)2,1072,119+121,2051,1940.53%-12
VANGUARD INDEX FDS1,029854-1753303160.14%-14
SSR MINING IN(SSRM)52,17853,356+1,1781,5331,5090.68%-24
BARRICK MNG CORP(B)32,26834,879+2,6111,3161,2810.57%-35
HELMERICH & PAYNE INC(HP)40,58943,253+2,6641,4621,4160.63%-46
INVESCO DB MULTI-SECTOR COMM(DBO)14,32010,943-3,3772821930.09%-89
NEWMONT CORP(NEM)13,03213,974+9421,4111,3050.58%-106
NUTRIEN LTD(NTR)16,92618,437+1,5111,2771,1610.52%-117
MOSAIC CO(MOS)50,41455,066+4,6521,2861,1670.52%-119
J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
13,94511,672-2,2737115920.26%-120
CANADIAN NAT RES LTD MED TER(CNQ)22,06723,551+1,4841,0759300.42%-145
B2GOLD CORP(BTG)300,199323,855+23,6561,3601,2110.54%-149
PAN AMERN SILVER CORP(PAAS)24,85226,922+2,0701,3581,2060.54%-152
ALBEMARLE CORP(ALB)4,9825,205+2238947030.31%-192
AGNICO EAGLE MINES LTD(AEM)6,6317,257+6261,3461,1260.50%-220
KINROSS GOLD CORP(KGC)41,88944,673+2,7841,2781,0550.47%-223
SIBANYE STILLWATER LTD(SBSW)91,080102,815+11,7351,1228730.39%-249
BOSTON SCIENTIFIC CORP(BSX)5,8900-5,8903700-370
SPDR INDEX SHS FDS
ST STR NAT ETF
90,13289,485-6476,7306,0232.70%-707
COTERRA ENERGY INC30,0030-30,0031,0540-1,054
ISHARES SILVER TR(SLV)312,524370,232+57,70821,29519,7968.87%-1,499
SPROTT ASSET MANAGEMENT LP(CEF)214,094207,150-6,94410,2178,3343.73%-1,883
SPDR GOLD TR(GLD)37,42438,072+64816,10314,0256.28%-2,078
SPDR SERIES TRUST
SP O&G EXPL PRO
206,991210,558+3,56737,63732,48114.55%-5,156
VANGUARD WORLD FD383,603275,654-107,94924,91517,9408.03%-6,975
ISHARES TR551,775288,384-263,39147,83324,92211.16%-22,911
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Cadence Wealth Management LLC — 13F Holdings — Q2 2026 | TickerTrail