Cannon Wealth Management Services, LLC

Est. AUM

$147.8M

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	SPDR SERIES TRUST	STATE STREET SPD	$12.6M	164692	8.53%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$10.4M	220358	7.02%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$8.1M	142750	5.46%	SOLE
4	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$7.5M	194228	5.05%	SOLE
5	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$6.9M	261907	4.65%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	198177	3.91%	SOLE
7	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.5M	36976	3.70%	SOLE
8	PUTNAM ETF TRUST	FOCUSED LAR CAP	$5.3M	115253	3.62%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$5.2M	174159	3.54%	SOLE
10	ISHARES TR	CORE US AGGBD ET	$4.9M	49122	3.30%	SOLE
11	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$4.7M	124886	3.17%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	45041	2.98%	SOLE
13	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.2M	19661	2.86%	SOLE
14	VANGUARD WELLINGTON FD	US QUALITY	$4.2M	27819	2.81%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$3.7M	12857	2.50%	SOLE
16	APPLE INC	COM	$3.6M	14121	2.42%	SOLE
17	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.6M	144035	2.41%	SOLE
18	DUKE ENERGY CORP NEW	COM NEW	$2.6M	19877	1.76%	SOLE
19	PIMCO ETF TR	ENHAN SHRT MA AC	$2.5M	24724	1.68%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	104429	1.65%	SOLE
21	SSGA ACTIVE ETF TR	STATE STREET ULT	$2.0M	49772	1.36%	SOLE
22	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.9M	33960	1.30%	SOLE
23	MICROSOFT CORP	COM	$1.7M	4653	1.16%	SOLE
24	AMAZON COM INC	COM	$1.7M	8144	1.15%	SOLE
25	NVIDIA CORPORATION	COM	$1.5M	8585	1.01%	SOLE
26	TESLA INC	COM	$1.4M	3651	0.92%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$1.3M	2041	0.90%	SOLE
28	ISHARES TR	PFD AND INCM SEC	$1.3M	43609	0.89%	SOLE
29	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.3M	46357	0.85%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$1.1M	7911	0.78%	SOLE
31	VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	4361	0.77%	SOLE
32	TRUST FOR PROFESSIONAL MANAG	CONVERGENCE LNG	$1.1M	38322	0.73%	SOLE
33	ALPHABET INC	CAP STK CL A	$1.1M	3670	0.71%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$942K	1632	0.64%	SOLE
35	JOHNSON & JOHNSON	COM	$925K	3785	0.63%	SOLE
36	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$796K	18703	0.54%	SOLE
37	ENBRIDGE INC	COM	$782K	14452	0.53%	SOLE
38	EXXON MOBIL CORP	COM	$703K	4145	0.48%	SOLE
39	GLOBAL X FDS	NASDQ 100 CVRDGW	$696K	26825	0.47%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$678K	13394	0.46%	SOLE
41	PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$603K	9372	0.41%	SOLE
42	COCA COLA CO	COM	$600K	7889	0.41%	SOLE
43	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$582K	14750	0.39%	SOLE
44	VANGUARD INDEX FDS	TOTAL STK MKT	$552K	1719	0.37%	SOLE
45	CATERPILLAR INC	COM	$542K	765	0.37%	SOLE
46	ISHARES TR	SHRT NAT MUN ETF	$526K	4943	0.36%	SOLE
47	ALPHABET INC	CAP STK CL C	$465K	1621	0.31%	SOLE
48	FEDEX CORP	COM	$463K	1301	0.31%	SOLE
49	META PLATFORMS INC	CL A	$460K	804	0.31%	SOLE
50	VISA INC	COM CL A	$447K	1478	0.30%	SOLE

1–50 of 85

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