§ 13F · FUND PROFILE
Cannon Wealth Management Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132M (13F)Positions · 82Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 165K | $13M | 8.5% | +3% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 220K | $10M | 7.0% | +7% |
| 3 | SPYV | SPDR SERIES TRUST | 143K | $8M | 5.5% | +5% |
| 4 | CGUS | CAPITAL GROUP CORE EQUITY ET | 194K | $7M | 5.0% | +3% |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | 262K | $7M | 4.7% | +4% |
| 6 | SPTS | SPDR SERIES TRUST | 198K | $6M | 3.9% | +7% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 37K | $5M | 3.7% | +5% |
| 8 | PVAL | PUTNAM ETF TRUST | 115K | $5M | 3.6% | +3% |
| 9 | SPSB | SPDR SERIES TRUST | 174K | $5M | 3.5% | +4% |
| 10 | AGG | ISHARES TR | 49K | $5M | 3.3% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CANNON SIGNAL
AC read
Cannon Wealth Management Services, LLC is a Other fund managing $132 million in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed