Cadence Wealth Management LLC
Q4 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
57
- Value ($000)
$207,148
- Date Filed02/06/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | 20 YR TR BD ETF | 464287432 | $50.11M | 24 % | 574,974 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R556 | $29.79M | 14 % | 235,924 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | $20.37M | 10 % | 316,169 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $14.74M | 7 % | 37,182 | ||
VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $13.8M | 7 % | 212,350 | ||
SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | $10.74M | 5 % | 234,513 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $7.99M | 4 % | 83,054 | ||
SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | $7.57M | 4 % | 169,215 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $6.55M | 3 % | 221,059 | ||
SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 | $5.51M | 3 % | 88,617 |
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