Cannon Wealth Management Services, LLC
Q2 2025 13F Holdings
- Locationwinston salem, NC
- Num holdings
80
- Value ($000)
$122,358
- Date Filed07/23/2025
- Form type13F-HR
- CIK0002043725
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $11.85 M | 10 % | 163,075 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $8.23 M | 7 % | 222,851 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $8.06 M | 7 % | 171,235 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $7.08 M | 6 % | 135,269 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $6.38 M | 5 % | 158,511 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $5.67 M | 5 % | 215,420 | ||
KRE SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | $5.55 M | 5 % | 189,573 | ||
SPSB SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $5.42 M | 4 % | 179,490 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.50 M | 4 % | 33,790 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $4.16 M | 3 % | 41,984 |
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