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Cannon Wealth Management Services, LLC

Portfolio Manager
Cannon Wealth Management Services, LLC
Performance
-2.35% (2026 Q1)
AUM (13F)
$147.84M
# of Holdings
85
Performance Rank
Allocation (Top 20)
73.02%

Cannon Wealth Management Services, LLC Holdings Map

Top 50 Cannon Wealth Management Services, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
8.53%164.7K$12.6M
+2.78%(+4.46K)
2025-Q1: 161.0K shares2025-Q2: 163.1K shares2025-Q3: 162.8K shares2025-Q4: 160.2K shares2026-Q1: 164.7K shares
$66.23(+31.92%)
2026-03-31
JCPB
J P MORGAN EXCHANGE TRADED F
7.02%220.4K$10.4M
+7.36%(+15.11K)
2025-Q1: 165.4K shares2025-Q2: 171.2K shares2025-Q3: 187.3K shares2025-Q4: 205.2K shares2026-Q1: 220.4K shares
$47.25(-1.02%)
2026-03-31
SPYV
SPDR SERIES TRUST
5.46%142.8K$8.1M
+5.37%(+7.27K)
2025-Q1: 135.1K shares2025-Q2: 135.3K shares2025-Q3: 134.3K shares2025-Q4: 135.5K shares2026-Q1: 142.8K shares
$51.16(+17.64%)
2026-03-31
CGUS
CAPITAL GROUP CORE EQUITY ET
5.05%194.2K$7.5M
+2.68%(+5.06K)
2025-Q1: 209.5K shares2025-Q2: 222.9K shares2025-Q3: 229.5K shares2025-Q4: 189.2K shares2026-Q1: 194.2K shares
$34.10(+27.49%)
2026-03-31
CGCB
CAPITAL GRP FIXED INCM ETF T
4.65%261.9K$6.9M
+3.84%(+9.69K)
2025-Q1: 209.3K shares2025-Q2: 215.4K shares2025-Q3: 224.4K shares2025-Q4: 252.2K shares2026-Q1: 261.9K shares
$26.39(-0.82%)
2026-03-31
SPTS
SPDR SERIES TRUST
3.91%198.2K$5.8M
+7.42%(+13.68K)
2025-Q1: 181.1K shares2025-Q2: 189.6K shares2025-Q3: 182.8K shares2025-Q4: 184.5K shares2026-Q1: 198.2K shares
$29.15(-0.38%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
3.7%37.0K$5.5M
+4.76%(+1.68K)
2025-Q1: 32.9K shares2025-Q2: 33.8K shares2025-Q3: 34.3K shares2025-Q4: 35.3K shares2026-Q1: 37.0K shares
$125.66(+23.85%)
2026-03-31
PVAL
PUTNAM ETF TRUST
3.62%115.3K$5.3M
+3.12%(+3.49K)
2025-Q1: 148.7K shares2025-Q2: 158.5K shares2025-Q3: 160.6K shares2025-Q4: 111.8K shares2026-Q1: 115.3K shares
$37.74(+31.60%)
2026-03-31
SPSB
SPDR SERIES TRUST
3.54%174.2K$5.2M
+3.85%(+6.46K)
2025-Q1: 176.3K shares2025-Q2: 179.5K shares2025-Q3: 169.3K shares2025-Q4: 167.7K shares2026-Q1: 174.2K shares
$30.00(+0.00%)
2026-03-31
AGG
ISHARES TR
3.3%49.1K$4.9M
+13.42%(+5.81K)
2025-Q1: 40.7K shares2025-Q2: 42.0K shares2025-Q3: 42.5K shares2025-Q4: 43.3K shares2026-Q1: 49.1K shares
$99.19(-0.52%)
2026-03-31

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