Cadence Wealth Management LLC 13F Holdings
CIK 0001845250 · WESTBOROUGH, MA
As of Sep 30, 2025, Cadence Wealth Management LLC reported 58 positions worth
CIK 0001845250 · WESTBOROUGH, MA
As of Sep 30, 2025, Cadence Wealth Management LLC reported 58 positions worth
90.9M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 498,184 | $44.5M | 23.32% |
| ISHARES SILVER TRUST | SLV | — | 566,345 | $24.0M | 12.57% |
| STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF | XOP | — | 141,729 | 8.7M | 9.81% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 146,531 | 4.1M | 7.40% |
| SPDR GOLD TRUST | GQ9 | — | 37,321 | 3.3M | 6.95% |
| CENTRAL FUND OF CANADA LTD | CEF | — | 265,691 | $9.7M | 5.11% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 86,574 | $7.7M | 4.05% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 208,213 | $6.1M | 3.17% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 66,584 | $5.5M | 2.89% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 70,234 | $5.0M | 2.63% |
| SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF | GNR | — | 84,105 | $5.0M | 2.61% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 64,076 | $3.5M | 1.82% |
| VANGUARD EXTENDED DURATION TREASURY INDEX FUND | EDV | — | 44,892 | $3.1M | 1.61% |
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF | JMTG | — | 29,541 | .5M | 0.79% |
| META PLATFORMS INC | META | Communication Services | 2,018 | .5M | 0.78% |
| BARRICK MINING CORP | B | Basic Materials | 37,551 | .2M | 0.64% |
| B2GOLD CORP | BTG | Basic Materials | 245,988 | .2M | 0.64% |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 7,097 | .2M | 0.63% |
| NEWMONT CORP | NEM | Basic Materials | 13,937 | .2M | 0.62% |
| PAN AMERICAN SILVER CORP | PAAS | Basic Materials | 30,232 | .2M | 0.61% |
| KINROSS GOLD CORP | KGC | Basic Materials | 46,233 | .1M | 0.60% |
| SIBANYE STILLWATER LTD | SBSW | Basic Materials | 100,928 | .1M | 0.59% |
| SSR MINING INC | SSRM | Basic Materials | 43,958 | .1M | 0.56% |
| HF SINCLAIR CORP | DINO | Energy | 18,953 | $992.0K | 0.52% |
| RIO TINTO LTD | RIO | Basic Materials | 14,916 | $984.6K | 0.52% |