Cadence Wealth Management LLC
Q2 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
51
- Value ($000)
$151,186
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001845250
- 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 |
|---|---|---|---|---|---|---|---|
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $42.23 M | 28 % | 478,488 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $23.76 M | 16 % | 724,150 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $11.75 M | 8 % | 122,712 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $11.21 M | 7 % | 36,784 | ||
CEF/U SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 85208R101 | $8.08 M | 5 % | 268,528 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $7.02 M | 5 % | 82,734 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.27 M | 4 % | 190,360 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.62 M | 3 % | 68,763 | ||
GNR SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 | $4.37 M | 3 % | 80,554 | ||
KRE SPDR SERIES TRUST | S&P OILGAS EXP | 78468R556 | $3.21 M | 2 % | 25,526 |
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