Cadence Wealth Management LLC
Q1 2026 13F Holdings
- Locationwestborough, MA
- Num holdings
58
- Value ($000)
$239,704
- Date Filed 05/12/2026
- Form type13F-HR
- CIK 0001845250
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | 20 YR TR BD ETF | 464287432 | $47.83M | 20 % | 551,775 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R556 | $37.64M | 16 % | 206,991 | ||
VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $24.92M | 10 % | 383,603 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | $21.3M | 9 % | 312,524 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $16.1M | 7 % | 37,424 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $11.42M | 5 % | 119,624 | ||
SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | $10.46M | 4 % | 170,793 | ||
SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | $10.22M | 4 % | 214,094 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $6.87M | 3 % | 225,363 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X541 | $6.73M | 3 % | 90,132 |
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