Institutional Fund
Cadence Wealth Management LLC
Westborough, MACIK 18452505 filings on record
Portfolio Value
$239.70M
Q1 2026
Holdings
58
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+15.7%
from $207.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr20.0%
- Spdr Series Trust15.7%
- Vanguard World Fd10.4%
- Ishares Silver Tr8.9%
- Spdr Gold Tr6.7%
- Ishares Tr4.8%
- Other33.6%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 551.8K | $47.83M | 20.0% | −23.2K | Reduced |
| 2 | Spdr Series Trust | 207.0K | $37.64M | 15.7% | −28.9K | Reduced |
| 3 | Vanguard World Fd | 383.6K | $24.92M | 10.4% | +171.3K | Added |
| 4 | Ishares Silver Tr | 312.5K | $21.30M | 8.9% | −3.6K | Reduced |
| 5 | Spdr Gold Tr | 37.4K | $16.10M | 6.7% | +242 | Added |
| 6 | Ishares Tr | 119.6K | $11.42M | 4.8% | +36.6K | Added |
| 7 | Select Sector Spdr Tr | 170.8K | $10.46M | 4.4% | +1.6K | Added |
| 8 | Sprott Asset Management LP | 214.1K | $10.22M | 4.3% | −20.4K | Reduced |
| 9 | Schwab Strategic Tr | 225.4K | $6.87M | 2.9% | +4.3K | Added |
| 10 | Spdr Index Shs Fds | 90.1K | $6.73M | 2.8% | +1.5K | Added |
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