Cannon Wealth Management Services, LLC

Q3 2025 13F Holdings

  • Location
    winston salem, NC
  • Num holdings

    82

  • Value ($000)

    $132,096

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0002043725
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$12.75M
10 %

162,772

C
CGUS

CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI
14020V108
$9.07M
7 %

229,497

J
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
46641Q670
$8.91M
7 %

187,284

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$7.43M
6 %

134,252

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$6.86M
5 %

160,552

C
CGCB

CAPITAL GRP FIXED INCM ETF T

CORE BOND ETF
14020Y508
$5.96M
5 %

224,400

K
KRE

SPDR SERIES TRUST

PORTFOLIO SH TSR
78468R101
$5.36M
4 %

182,793

S
SPSB

SPDR SERIES TRUST

PORTFOLIO SHORT
78464A474
$5.13M
4 %

169,327

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$4.86M
4 %

46,492

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$4.83M
4 %

34,272

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