StockDriftsStockDriftsTop 50 Cannon Wealth Management Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.14% | 169.3K | $14.9M | +2.81%(+4.62K) | $66.64(+36.62%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.17% | 240.2K | $11.3M | +9.01%(+19.85K) | $47.23(-2.16%) | 2026-06-30 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 5.24% | 215.3K | $9.6M | +10.83%(+21.04K) | $34.76(+33.25%) | 2026-06-30 | |
| FELG | FIDELITY COVINGTON TRUST | 4.67% | 195.1K | $8.5M | +56.22%(+70.22K) | $40.77(+8.92%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.65% | 139.9K | $8.5M | -2.02%(-2.89K) | $51.16(+23.92%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 4.46% | 311.0K | $8.1M | +18.76%(+49.12K) | $26.36(-1.96%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.58% | 40.5K | $6.5M | new | $134.69(+10.76%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 3.37% | 120.8K | $6.2M | +4.77%(+5.50K) | $38.22(+42.81%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.19% | 36.9K | $5.8M | -0.15%(-56) | $125.66(+32.54%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 3.1% | 195.0K | $5.7M | -1.60%(-3.16K) | $29.15(-0.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.34% |
Cannon Wealth Management Services LLC reports $182.76M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.1%), JCPB (6.2%) and CGUS (5.2%). The top 20 holdings account for 71.26% of reported assets. Its disclosed equity book has returned +15.43% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cannon Wealth Management Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043725). View Cannon Wealth Management Services LLC’s 13F filings on SEC