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.
Cannon Wealth Management Services, LLC (CIK 2043725) reported $147.8M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($12.6M, 8.53%), JCPB ($10.4M, 7.02%), SPYV ($8.1M, 5.46%), CGUS ($7.5M, 5.05%), CGCB ($6.9M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $12.6M | 8.53% | 164,692 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $10.4M | 7.02% | 220,358 | Added |
| 3 | SPYV | SPDR SERIES TRUST | $8.1M | 5.46% | 142,750 | Added |
| 4 | CGUS | CAPITAL GROUP CORE EQUITY ET | $7.5M | 5.05% | 194,228 | Added |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | $6.9M | 4.65% | 261,907 | Added |
| 6 | SPTS | SPDR SERIES TRUST | $5.8M | 3.91% | 198,177 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $5.5M | 3.70% | 36,976 | Added |
| 8 | PVAL | PUTNAM ETF TRUST | $5.3M | 3.62% | 115,253 | Added |
| 9 | SPSB | SPDR SERIES TRUST | $5.2M | 3.54% | 174,159 | Added |
| 10 | AGG | ISHARES TR | $4.9M | 3.30% | 49,122 | Added |
| 11 | FELG | FIDELITY COVINGTON TRUST | $4.7M | 3.17% | 124,886 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $4.4M | 2.98% | 45,041 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 2.86% | 19,661 | Added |
| 14 | VFQY | VANGUARD WELLINGTON FD | $4.2M | 2.81% | 27,819 | Added |
| 15 | VO | VANGUARD INDEX FDS | $3.7M | 2.50% | 12,857 | Added |
| 16 | AAPL | APPLE INC | $3.6M | 2.42% | 14,121 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $3.6M | 2.41% | 144,035 | Added |
| 18 | DUK | DUKE ENERGY CORP NEW | $2.6M | 1.76% | 19,877 | Added |
| 19 | MINT | PIMCO ETF TR | $2.5M | 1.68% | 24,724 | Added |
| 20 | SPHY | SPDR SERIES TRUST | $2.4M | 1.65% | 104,429 | Added |
| 21 | ULST | SSGA ACTIVE ETF TR | $2.0M | 1.36% | 49,772 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.30% | 33,960 | Added |
| 23 | MSFT | MICROSOFT CORP | $1.7M | 1.16% | 4,653 | Added |
| 24 | AMZN | AMAZON COM INC | $1.7M | 1.15% | 8,144 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $1.5M | 1.01% | 8,585 | Added |
Source: SEC Form 13F filings · as of 2026-03-31