Cannon Wealth Management Services, LLC
•CIK: 2043725•Filing: Q4 2025
**Cannon Wealth Management Services, LLC** manages $142M across a diversified portfolio of 83 holdings. The fund exhibits a notable concentration in specialized equity sectors, with top positions including SPYM at $12.9M and JCPB at $9.7M. Further significant allocations are visible in SPYV ($7.7M) and CGUS ($7.6M). This positioning suggests a tactical focus on growth and specific market segments within its current mandate.
Total AUM
$141.7M
QoQ Performance
+7.3%
Positions
62
Top 10 Concentration
49.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
JCPB
SPYV
CGUS
SPYM9.1%
JCPB6.9%
SPYV5.4%
CGUS5.4%
CGCB4.7%
SPTS3.8%
PVAL3.6%
VYM3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.7%
Technology7.4%
Consumer3.3%
Utilities1.8%
ETF1.0%
Financial0.9%
Industrial0.8%
Healthcare0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑36 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024