Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cadence Wealth Management LLC (CIK 1845250) reported $239.7M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TLT ($47.8M, 19.96%), XOP ($37.6M, 15.70%), EDV ($24.9M, 10.39%), SLV ($21.3M, 8.88%), GLD ($16.1M, 6.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $47.8M | 19.96% | 551,775 | Trimmed |
| 2 | XOP | SPDR SERIES TRUST | $37.6M | 15.70% | 206,991 | Trimmed |
| 3 | EDV | VANGUARD WORLD FD | $24.9M | 10.39% | 383,603 | Added |
| 4 | SLV | ISHARES SILVER TR | $21.3M | 8.88% | 312,524 | Trimmed |
| 5 | GLD | SPDR GOLD TR | $16.1M | 6.72% | 37,424 | Added |
| 6 | IEF | ISHARES TR | $11.4M | 4.76% | 119,624 | Added |
| 7 | XLE | SELECT SECTOR SPDR TR | $10.5M | 4.36% | 170,793 | Added |
| 8 | CEF | SPROTT ASSET MANAGEMENT LP | $10.2M | 4.26% | 214,094 | Trimmed |
| 9 | SCHV | SCHWAB STRATEGIC TR | $6.9M | 2.87% | 225,363 | Added |
| 10 | GNR | SPDR INDEX SHS FDS | $6.7M | 2.81% | 90,132 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $5.0M | 2.07% | 66,097 | Trimmed |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.50% | 66,422 | Added |
| 13 | DINO | HF SINCLAIR CORP | $1.6M | 0.68% | 26,274 | Added |
| 14 | SSRM | SSR MINING IN | $1.5M | 0.64% | 52,178 | Added |
| 15 | RIO | RIO TINTO PLC | $1.5M | 0.63% | 16,159 | Added |
| 16 | HP | HELMERICH & PAYNE INC | $1.5M | 0.61% | 40,589 | Added |
| 17 | NEM | NEWMONT CORP | $1.4M | 0.59% | 13,032 | Trimmed |
| 18 | TS | TENARIS S A | $1.4M | 0.58% | 23,710 | Added |
| 19 | BTG | B2GOLD CORP | $1.4M | 0.57% | 300,199 | Added |
| 20 | PAAS | PAN AMERN SILVER CORP | $1.4M | 0.57% | 24,852 | Trimmed |
| 21 | AEM | AGNICO EAGLE MINES LTD | $1.3M | 0.56% | 6,631 | Trimmed |
| 22 | B | BARRICK MNG CORP | $1.3M | 0.55% | 32,268 | Trimmed |
| 23 | MOS | MOSAIC CO | $1.3M | 0.54% | 50,414 | Added |
| 24 | BHP | BHP BILLITON LIMITED | $1.3M | 0.53% | 17,389 | Added |
| 25 | KGC | KINROSS GOLD CORP | $1.3M | 0.53% | 41,889 | Added |
Source: SEC Form 13F filings · as of 2026-03-31