DOSSIER · 13F-HR · Q1 2026

Cannon Wealth Management Services, LLC

$148M in tracked AUM across 85 positions as of Q1 2026.

CW
CIK 0002043725 · last filed Mar 31, 2026
Total AUM
$148M
as of Q1 2026
Holdings
85
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Cannon Wealth Management Services, 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
SPYM
SPDR SERIES TRUST
$13M165K8.5%
02
JCPB
J P MORGAN EXCHANGE TRADED F
$10M220K7.0%
03
SPYV
SPDR SERIES TRUST
$8M143K5.5%
04
CGUS
CAPITAL GROUP CORE EQUITY ET
$7M194K5.0%
05
CGCB
CAPITAL GRP FIXED INCM ETF T
$7M262K4.7%
06
SPTS
SPDR SERIES TRUST
$6M198K3.9%
07
VYM
VANGUARD WHITEHALL FDS
$5M37K3.7%
08
PVAL
PUTNAM ETF TRUST
$5M115K3.6%
09
SPSB
SPDR SERIES TRUST
$5M174K3.5%
10
AGG
ISHARES TR
$5M49K3.3%

Filing history

2026Q1Mar 31
$148M 4.4%
85 positionsView →
2025Q4Dec 31
$142M 7.2%
83 positionsView →
2025Q3Sep 30
$132M 8.0%
82 positionsView →
2025Q2Jun 30
$122M 9.3%
80 positionsLocked
2025Q1Mar 31
$112M 3.4%
76 positionsLocked
2024Q4Dec 31
$116M 6.1%
78 positionsLocked
2024Q3Sep 30
$109M
86 positionsLocked