Cadence Wealth Management LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$207.1B

Holdings

57

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (57 positions)

#StockSharesValue% PortfolioType
1
TLTISHARES TR
574,974$50.1B24.19%
2
XOPSPDR SERIES TRUST
235,924$29.8B14.38%
3
SLVISHARES SILVER TR
316,169$20.4B9.83%
4
GQ9SPDR GOLD TR
37,182$14.7B7.11%
5
EDVVANGUARD WORLD FD
212,350$13.8B6.66%
6
CEF/USPROTT ASSET MANAGEMENT LP
234,513$10.7B5.18%
7
IEFISHARES TR
83,054$8.0B3.86%
8
XLESELECT SECTOR SPDR TR
169,215$7.6B3.65%
9
SCHVSCHWAB STRATEGIC TR
221,059$6.5B3.16%
10
GNRSPDR INDEX SHS FDS
88,617$5.5B2.66%
11
VEUVANGUARD INTL EQUITY INDEX F
66,377$4.9B2.36%
12
VWOVANGUARD INTL EQUITY INDEX F
63,675$3.4B1.65%
13
PAASPAN AMERN SILVER CORP
28,774$1.5B0.72%
14
BBARRICK MNG CORP
33,456$1.5B0.70%
15
SBSWSIBANYE STILLWATER LTD
101,142$1.4B0.70%
16
NEMNEWMONT CORP
13,897$1.4B0.67%
17
METAMETA PLATFORMS INC
2,089$1.4B0.67%
18
RIORIO TINTO PLC
15,153$1.2B0.59%
19
AEMAGNICO EAGLE MINES LTD
7,081$1.2B0.58%
20
KGCKINROSS GOLD CORP
40,939$1.2B0.56%
21
HPHELMERICH & PAYNE INC
39,342$1.1B0.54%
22
BTOB2GOLD CORP
227,318$1.0B0.49%
23
BHPBHP GROUP LTD
16,164$975.0M0.47%
24
NTRNUTRIEN LTD
15,421$951.0M0.46%
25
SSRMSSR MINING IN
42,569$933.0M0.45%
26
JMTGJ P MORGAN EXCHANGE TRADED F
18,013$919.0M0.44%
27
DINOHF SINCLAIR CORP
19,028$876.0M0.42%
28
NVDANVIDIA CORPORATION
4,583$854.0M0.41%
29
MOSMOSAIC CO NEW
35,238$848.0M0.41%
30
TSTENARIS S A
22,012$846.0M0.41%
31
ITOTISHARES TR
5,513$819.0M0.40%
32
CTRACOTERRA ENERGY INC
28,188$741.0M0.36%
33
ALBALBEMARLE CORP
4,895$692.0M0.33%
34
CRCCANADIAN NAT RES LTD
20,262$685.0M0.33%
35
AAPLAPPLE INC
2,094$569.0M0.27%
36
VALEVALE S A
43,644$568.0M0.27%
37
BSXBOSTON SCIENTIFIC CORP
5,890$561.0M0.27%
38
FANGDIAMONDBACK ENERGY INC
3,656$549.0M0.27%
39
ICLICL GROUP LTD
95,650$549.0M0.27%
40
EOGEOG RES INC
4,936$518.0M0.25%
41
SCCOSOUTHERN COPPER CORP
3,552$509.0M0.25%
42
XLKSELECT SECTOR SPDR TR
3,223$464.0M0.22%
43
VOOVANGUARD INDEX FDS
710$445.0M0.21%
44
EEMISHARES TR
7,248$396.0M0.19%
45
SCHXSCHWAB STRATEGIC TR
14,389$387.0M0.19%
46
VTIVANGUARD INDEX FDS
1,140$382.0M0.18%
47
VOEVANGUARD INDEX FDS
1,803$319.0M0.15%
48
AMZNAMAZON COM INC
1,357$313.0M0.15%
49
CALMCAL MAINE FOODS INC
3,692$293.0M0.14%
50
CVSCVS HEALTH CORP
3,599$285.0M0.14%
51
JHMBJOHN HANCOCK EXCHANGE TRADED
12,684$281.0M0.14%
52
VEAVANGUARD TAX-MANAGED FDS
4,152$259.0M0.13%
53
TSLATESLA INC
554$249.0M0.12%
54
ESEVERSOURCE ENERGY
3,522$237.0M0.11%
55
SPYSPDR S&P 500 ETF TR
303$206.0M0.10%
56
SCHFSCHWAB STRATEGIC TR
8,404$202.0M0.10%
57
FSCOFS CREDIT OPPORTUNITIES CORP
18,093$113.0M0.05%