Cannon Wealth Management Services, LLC
Q3 2025 13F Holdings
- Locationwinston salem, NC
- Num holdings
82
- Value ($000)
$132,096
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $12.75 M | 10 % | 162,772 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $9.07 M | 7 % | 229,497 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $8.91 M | 7 % | 187,284 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $7.43 M | 6 % | 134,252 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $6.86 M | 5 % | 160,552 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $5.96 M | 5 % | 224,400 | ||
KRE SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 | $5.36 M | 4 % | 182,793 | ||
SPSB SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $5.13 M | 4 % | 169,327 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $4.86 M | 4 % | 46,492 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.83 M | 4 % | 34,272 |
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