13F Insight
DOSSIER · 13F-HR · Q1 2026

Cadence Wealth Management LLC

$240M in tracked AUM across 58 positions as of Q1 2026.

CW
CIK 0001845250 · last filed Mar 31, 2026
Total AUM
$240M
as of Q1 2026
Holdings
58
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cadence Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TLT
ISHARES TR
$48M552K20.0%02
XOP
SPDR SERIES TRUST
$38M207K15.7%03
EDV
VANGUARD WORLD FD
$25M384K10.4%04
SLV
ISHARES SILVER TR
$21M313K8.9%05
GLD
SPDR GOLD TR
$16M37K6.7%06
IEF
ISHARES TR
$11M120K4.8%07
XLE
SELECT SECTOR SPDR TR
$10M171K4.4%08
CEF
SPROTT ASSET MANAGEMENT LP
$10M214K4.3%09
SCHV
SCHWAB STRATEGIC TR
$7M225K2.9%10
GNR
SPDR INDEX SHS FDS
$7M90K2.8%

Filing history

2026Q1Mar 31
$240M▲ 15.7%
58 positionsView →2025Q4Dec 31
$207M▲ 8.5%
57 positionsView →2025Q3Sep 30
$191M▲ 26.3%
58 positionsView →2025Q2Jun 30
$151M▲ 11.7%
51 positionsLocked2025Q1Mar 31
$135M▼ 10.4%
45 positionsLocked2024Q4Dec 31
$151M▲ 22.8%
47 positionsLocked2024Q3Sep 30
$123M▼ 14.0%
45 positionsLocked2024Q2Jun 30
$143M▲ 47.1%
47 positionsLocked2024Q1Mar 31
$97M▼ 23.7%
42 positionsLocked2023Q4Dec 31
$127M▲ 5.8%
39 positionsLocked2023Q3Sep 30
$120M▲ 16.5%
43 positionsLocked2023Q2Jun 30
$103M▲ 5.2%
37 positionsLocked
Showing 12 of 21