Cadence Wealth Management LLC
All 13F Filings
- Location
- Westborough, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 239,704
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 58 | 239,704 | 13F-HR | Cadence Wealth Management LLC |
| Q4 2025 | 2/6/2026 | 57 | 207,148 | 13F-HR | Cadence Wealth Management LLC |
| Q3 2025 | 11/6/2025 | 58 | 190,931 | 13F-HR | Cadence Wealth Management LLC |
| Q2 2025 | 8/12/2025 | 51 | 151,186 | 13F-HR | Cadence Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.19 K | 18.0% | 0 | 82.08 K | -82.08 K |
| ETFs | 196.5 K | 82.0% | 114.6 K | 0 | 114.6 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
239,704
Holdings
58
QoQ value change ($000)
32,556
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.