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CADENCE WEALTH MANAGEMENT LLC 13F portfolio summary

CADENCE WEALTH MANAGEMENT LLC of CADENCE WEALTH MANAGEMENT LLC has 58 current stock holdings with a reported portfolio value of $239.7M. The portfolio 1 year return is +36.27%. Top holdings include TLT (19.96%), XOP (15.70%), EDV (10.39%), SLV (8.88%), GLD (6.72%).

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CADENCE WEALTH MANAGEMENT LLC

CADENCE WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

CADENCE WEALTH MANAGEMENT LLC runs CADENCE WEALTH MANAGEMENT LLC and currently holds 58 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $239.70M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CADENCE WEALTH MANAGEMENT LLC ranks #672 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CADENCE WEALTH MANAGEMENT LLC's portfolio at CADENCE WEALTH MANAGEMENT LLC has delivered returns of +36.27%. Their 3-year annualized return is +47.58%. Looking at the 5-year horizon, CADENCE WEALTH MANAGEMENT LLC has achieved +63.30% annualized returns at CADENCE WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+36.27%
#289/1000
3 Year
+47.58%
#839/1000
5 Year
+63.30%
#642/1000

Portfolio Value

$239.70M

Alpha Score

47.9

#672 of 1000

Holdings

58

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change