Cadence Wealth Management LLC

CIK: 0001845250Latest portfolio: $207.1M · Q4 2025

Holdings

57

Total Value

$207.1M

New Positions

57

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
TLTISHARES TR
574,974$50.1M24.19%NEW
2
XOPSPDR SERIES TRUST
235,924$29.8M14.38%NEW
3
SLVISHARES SILVER TR
316,169$20.4M9.83%NEW
4
GQ9SPDR GOLD TR
37,182$14.7M7.11%NEW
5
EDVVANGUARD WORLD FD
212,350$13.8M6.66%NEW
6
CEF/USPROTT ASSET MANAGEMENT LP
234,513$10.7M5.18%NEW
7
IEFISHARES TR
83,054$8.0M3.86%NEW
8
XLESELECT SECTOR SPDR TR
169,215$7.6M3.65%NEW
9
SCHVSCHWAB STRATEGIC TR
221,059$6.5M3.16%NEW
10
GNRSPDR INDEX SHS FDS
88,617$5.5M2.66%NEW
11
VEUVANGUARD INTL EQUITY INDEX F
66,377$4.9M2.36%NEW
12
VWOVANGUARD INTL EQUITY INDEX F
63,675$3.4M1.65%NEW
13
PAASPAN AMERN SILVER CORP
28,774$1.5M0.72%NEW
14
BBARRICK MNG CORP
33,456$1.5M0.70%NEW
15
SBSWSIBANYE STILLWATER LTD
101,142$1.4M0.70%NEW
16
NEMNEWMONT CORP
13,897$1.4M0.67%NEW
17
METAMETA PLATFORMS INC
2,089$1.4M0.67%NEW
18
RIORIO TINTO PLC
15,153$1.2M0.59%NEW
19
AEMAGNICO EAGLE MINES LTD
7,081$1.2M0.58%NEW
20
KGCKINROSS GOLD CORP
40,939$1.2M0.56%NEW
21
HPHELMERICH & PAYNE INC
39,342$1.1M0.54%NEW
22
BTOB2GOLD CORP
227,318$1.0M0.49%NEW
23
BHPBHP GROUP LTD
16,164$975K0.47%NEW
24
NTRNUTRIEN LTD
15,421$951K0.46%NEW
25
SSRMSSR MINING IN
42,569$933K0.45%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($5.011429787138048e+68T)
Basic Materials0.0% ($1.4901457144113873e+42T)
Energy0.0% ($1128876846741.7T)
Technology0.0% ($203671.0T)
Unknown0.0% ($1.5T)
Healthcare0.0% ($561.3M)
Consumer Cyclical0.0% ($313.2M)
Communication Services0.0% ($1.4M)
Consumer Defensive0.0% ($293K)
Utilities0.0% ($237K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$207.1M57
Q3 2025Nov 6, 2025$190.9B0
Q2 2025Aug 12, 2025$151.2B51
Q1 2025May 6, 2025$135.3B45
Q4 2024Feb 10, 2025$151.0B47

Fund Information

CIK0001845250
Most Recent FilingFeb 6, 2026
Number of Filings5

Cadence Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $207.1M across 57 holdings. The largest position is ISHARES TR (TLT), representing 24.2% of the portfolio. Compared to the previous quarter, the fund opened 57 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.