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Portfolio (Quarterly) Guide ↗

Cannon Wealth Management Services, LLC

· CIK 0002043725
13F Portfolio $148M AUM 85 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 45 Added 23 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IUSG ISHARES TR 1,370 $230K 0.16% SOLD
2 QGRO AMERICAN CENTY ETF TR 1,900 $218K 0.15% SOLD
3 ABBV ABBVIE INC Healthcare 919 $210K 0.15% SOLD
4 TFC TRUIST FINL CORP Financial Services 4,170 $205K 0.14% SOLD
Sector Allocation
Technology 27.9%
Consumer Cyclical 14.0%
Utilities 13.2%
Industrials 9.3%
Financial Services 8.7%
Communication Services 8.3%
Consumer Defensive 7.5%
Energy 6.3%
Healthcare 4.9%