Cadence Wealth Management LLC Portfolio Holdings

Cadence Wealth Management LLC

  • $188 Million
  • Q3 2025

Cadence Wealth Management LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $188 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $44.5M, I Shares Silver Trust with a value of $24M, Spdr Ser Tr Oil & Gas Explorat with a value of $18.7M, Ishares Barclays with a value of $14.1M, and Spdr Gold Trust with a value of $13.3M.

Examining the 13F form we can see an increase of $52.9M in the current position value, from $135M to 188M.

Cadence Wealth Management LLC is based out at Westborough, MA

Below you can find more details about Cadence Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $155 Million
Basic Materials: $13.6 Million
Financial Services: $9.75 Million
Energy: $4.47 Million
Communication Services: $1.48 Million
Technology: $1.39 Million
Healthcare: $1.12 Million
Consumer Cyclical: $741,000
Other: $818,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.37T
$1.48 Million 0.79% of portfolio
2,018
Q3 2025 Added 0.5%
$465B
$841,000 0.45% of portfolio
4,509
Q3 2025 Added 1.76%
$4.3T
$546,000 0.29% of portfolio
2,146
Q3 2025 Reduced 4.11%
$2.39T
$291,000 0.15% of portfolio
1,328
Q3 2025 Added 4.32%
$1.29T
$230,000 0.12% of portfolio
519
Q3 2025 New
$414B
$200,000 0.11% of portfolio
867
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $188 Million
  • Prior Value $135 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Cadence Wealth Management LLC Portfolio

Follow Cadence Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cadence Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cadence Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email