Cannon Wealth Management Services, LLC
Annual return '25
+25.2%
SPY '25
+17.7%
Alpha
+7.5ptsvs SPY
Invested
$147.8M
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: New position (2.8k shares)
8.5%
02
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
7.0%
03
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
5.5%
04
$CGUS
CAPITAL GROUP CORE EQUITY ET
Held since at least Q1 2024
5.0%
05
$CGCB
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
4.7%
06
$SPTS
SPDR SERIES TRUST
Held since at least Q1 2024
3.9%
07
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
3.7%
08
$PVAL
PUTNAM ETF TRUST
Held since at least Q1 2024
3.6%
09
$SPSB
SPDR SERIES TRUST
Held since at least Q1 2024
3.5%
10
$AGG
ISHARES TR
Held since at least Q1 2024
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.