Cadence Wealth Management LLC
Q3 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
58
- Value ($000)
$190,931
- Date Filed11/06/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $44.52 M | 23 % | 498,184 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $24.00 M | 13 % | 566,345 | ||
KRE SPDR SERIES TRUST | S&P OILGAS EXP | 78468R556 | $18.74 M | 10 % | 141,729 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $14.13 M | 7 % | 146,531 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $13.27 M | 7 % | 37,321 | ||
CEF/U SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | $9.75 M | 5 % | 265,691 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $7.73 M | 4 % | 86,574 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $6.06 M | 3 % | 208,213 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $5.52 M | 3 % | 66,584 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $5.01 M | 3 % | 70,234 |
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