Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$207.15M
Total Bought
$57.80M
Total Sold
$48.50M
Net Transaction
+$9.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
SP O&G EXPL PRO
0235,924+235,924029,78814.38%+29,788
VANGUARD WORLD FD44,892212,350+167,4583,07313,8056.66%+10,732
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0169,215+169,21507,5663.65%+7,566
ISHARES TR498,184574,974+76,79044,52350,11524.19%+5,592
SPDR GOLD TR(GLD)37,32137,182-13913,26614,7367.11%+1,469
SPROTT ASSET MANAGEMENT LP(CEF)265,691234,513-31,1789,74810,7415.19%+992
SPDR INDEX SHS FDS
ST STR NAT ETF
84,10588,617+4,5124,9805,5072.66%+527
EOG RES INC(EOG)04,936+4,93605180.25%+518
SCHWAB STRATEGIC TR208,213221,059+12,8466,0616,5463.16%+484
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,223+3,22304640.22%+464
PAN AMERN SILVER CORP(PAAS)30,23228,774-1,4581,1711,4910.72%+320
SIBANYE STILLWATER LTD(SBSW)100,928101,142+2141,1341,4410.70%+307
ALBEMARLE CORP(ALB)5,0304,895-1354086920.33%+285
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
012,684+12,68402810.14%+281
RIO TINTO PLC(RIO)14,91615,153+2379851,2130.59%+228
BARRICK MNG CORP(B)37,55133,456-4,0951,2311,4570.70%+226
HELMERICH & PAYNE INC(HP)41,34839,342-2,0069131,1280.54%+215
NEWMONT CORP(NEM)13,93713,897-401,1751,3880.67%+213
SCHWAB STRATEGIC TR08,404+8,40402020.10%+202
VALE S A43,45943,644+1854725690.27%+97
ISHARES TR4,9885,513+5257268200.40%+93
BHP GROUP LTD15,83716,164+3278839760.47%+93
NUTRIEN LTD(NTR)14,76315,421+6588679520.46%+85
TENARIS S A(TS)21,39322,012+6197658460.41%+81
COTERRA ENERGY INC28,01028,188+1786627420.36%+79
SOUTHERN COPPER CORP(SCCO)3,6063,552-544385100.25%+72
CANADIAN NAT RES LTD(CNQ)19,35920,262+9036196860.33%+67
VANGUARD INDEX FDS1,0281,140+1123373820.18%+45
DIAMONDBACK ENERGY INC(FANG)3,6133,656+435175500.27%+33
APPLE INC(AAPL)2,1462,094-525475690.27%+23
AMAZON COM INC(AMZN)1,3281,357+292923130.15%+22
SCHWAB STRATEGIC TR13,98814,389+4013683870.19%+19
TESLA INC(TSLA)519554+352312490.12%+18
NVIDIA CORPORATION(NVDA)4,5094,583+748418550.41%+13
SPDR S&P 500 ETF TR(SPY)301303+22002070.10%+6
AGNICO EAGLE MINES LTD(AEM)7,0977,081-161,1961,2000.58%+4
KINROSS GOLD CORP(KGC)46,23340,939-5,2941,1491,1530.56%+4
VANGUARD INDEX FDS738710-284524450.21%-7
FS CREDIT OPPORTUNITIES CORP(FSCO)17,53018,093+5631211140.06%-7
VANGUARD TAX-MANAGED FDS4,5364,152-3842722590.13%-12
EVERSOURCE ENERGY(ES)3,5213,522+12512370.11%-13
BOSTON SCIENTIFIC CORP(BSX)5,8905,89005755620.27%-13
ICL GROUP LTD(ICL)91,13195,650+4,5195715500.27%-21
CAL MAINE FOODS INC(CALM)3,4163,692+2763212940.14%-28
VANGUARD INTL EQUITY INDEX F64,07663,675-4013,4723,4231.65%-48
CVS HEALTH CORP(CVS)4,5993,599-1,0003472860.14%-61
MOSAIC CO NEW(MOS)26,56635,238+8,6729218490.41%-72
META PLATFORMS INC(META)2,0182,089+711,4821,3790.67%-103
HF SINCLAIR CORP(DINO)18,95319,028+759928770.42%-115
VANGUARD INTL EQUITY INDEX F70,23466,377-3,8575,0134,8832.36%-130
SSR MINING IN(SSRM)43,95842,569-1,3891,0739330.45%-140
B2GOLD CORP(BTG)245,988227,318-18,6701,2181,0250.49%-192
VANGUARD INDEX FDS2,9781,803-1,1755203200.15%-200
ABBVIE INC(ABBV)8670-8672010-201
CHEWY INC(CHWY)5,4470-5,4472200-220
POWER SOLUTIONS INTL INC2,5000-2,5002460-246
ISHARES TR15,0027,248-7,7548013970.19%-405
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6070-1,6074530-453
J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
29,54118,013-11,5281,5079200.44%-587
ISHARES SILVER TR(SLV)566,345316,169-250,17623,99620,3689.83%-3,628
ISHARES TR66,5840-66,5845,5240-5,524
ISHARES TR146,53183,054-63,47714,1347,9863.86%-6,148
SELECT SECTOR SPDR TR
ST STR ENERG ETF
86,5740-86,5747,7350-7,735
SPDR SERIES TRUST
SP O&G EXPL PRO
141,7290-141,72918,7370-18,737
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