Cadence Wealth Management LLC

Est. AUM

$239.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	20 YR TR BD ETF	$47.8M	551775	19.96%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$37.6M	206991	15.70%	SOLE
3	VANGUARD WORLD FD	EXTENDED DUR	$24.9M	383603	10.39%	SOLE
4	ISHARES SILVER TR	ISHARES	$21.3M	312524	8.88%	SOLE
5	SPDR GOLD TR	GOLD SHS	$16.1M	37424	6.72%	SOLE
6	ISHARES TR	7-10 YR TRSY BD	$11.4M	119624	4.76%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET ENE	$10.5M	170793	4.36%	SOLE
8	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$10.2M	214094	4.26%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.9M	225363	2.87%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$6.7M	90132	2.81%	SOLE
11	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.0M	66097	2.07%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.6M	66422	1.50%	SOLE
13	HF SINCLAIR CORP	COM	$1.6M	26274	0.68%	SOLE
14	SSR MINING IN	COM	$1.5M	52178	0.64%	SOLE
15	RIO TINTO PLC	SPONSORED ADR	$1.5M	16159	0.63%	SOLE
16	HELMERICH & PAYNE INC	COM	$1.5M	40589	0.61%	SOLE
17	NEWMONT CORP	COM	$1.4M	13032	0.59%	SOLE
18	TENARIS S A	SPONSORED ADS	$1.4M	23710	0.58%	SOLE
19	B2GOLD CORP	COM	$1.4M	300199	0.57%	SOLE
20	PAN AMERN SILVER CORP	COM	$1.4M	24852	0.57%	SOLE
21	AGNICO EAGLE MINES LTD	COM	$1.3M	6631	0.56%	SOLE
22	BARRICK MNG CORP	COM SHS	$1.3M	32268	0.55%	SOLE
23	MOSAIC CO	COM	$1.3M	50414	0.54%	SOLE
24	KINROSS GOLD CORP	COM	$1.3M	41889	0.53%	SOLE
25	NUTRIEN LTD	COM	$1.3M	16926	0.53%	SOLE
26	BHP BILLITON LIMITED	SPONSORED ADS	$1.3M	17389	0.53%	SOLE
27	META PLATFORMS INC	CL A	$1.2M	2107	0.50%	SOLE
28	SIBANYE STILLWATER LTD	SPONSORED ADR	$1.1M	91080	0.47%	SOLE
29	CANADIAN NAT RES LTD MED TER	COM	$1.1M	22067	0.45%	SOLE
30	COTERRA ENERGY INC	COM	$1.1M	30003	0.44%	SOLE
31	MATADOR RES CO	COM	$981K	15527	0.41%	SOLE
32	ALBEMARLE CORP	COM	$894K	4982	0.37%	SOLE
33	DIAMONDBACK ENERGY INC	COM	$862K	4356	0.36%	SOLE
34	CAL MAINE FOODS INC	COM NEW	$846K	10686	0.35%	SOLE
35	ISHARES TR	CORE S&P TTL STK	$815K	5722	0.34%	SOLE
36	NVIDIA CORPORATION	COM	$788K	4520	0.33%	SOLE
37	EOG RES INC	COM	$775K	5358	0.32%	SOLE
38	VALE S A	SPONSORED ADS	$739K	46432	0.31%	SOLE
39	J P MORGAN EXCHANGE TRADED F	MORTGAGE BACKED	$711K	13945	0.30%	SOLE
40	SOUTHERN COPPER CORP	COM	$637K	3702	0.27%	SOLE
41	ICL GROUP LTD	SHS	$570K	110559	0.24%	SOLE
42	APPLE INC	COM	$521K	2055	0.22%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET TEC	$444K	3341	0.19%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$413K	691	0.17%	SOLE
45	SCHWAB STRATEGIC TR	US LRG CAP ETF	$376K	14652	0.16%	SOLE
46	BOSTON SCIENTIFIC CORP	COM	$370K	5890	0.15%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$330K	1029	0.14%	SOLE
48	JOHN HANCOCK EXCHANGE TRADED	MORTGAGE BACKED	$320K	14529	0.13%	SOLE
49	AMAZON COM INC	COM	$300K	1438	0.13%	SOLE
50	ISHARES TR	MSCI EMG MKT ETF	$287K	5055	0.12%	SOLE

1–50 of 58

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.