Cannon Wealth Management Services, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Cannon Wealth Management Services, LLC held in its portfolio 78 assets valued at $141,670,031 (i.e. $141.67M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($37.82M), J P MORGAN EXCHANGE TRADED F ($9.72M), and CAPITAL GROUP CORE EQUITY ET ($7.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cannon Wealth Management Services, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 785359 | 37815215 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 205249 | 9718545 | CORE PLUS BD ETF |
| CAPITAL GROUP CORE EQUITY ET | 189166 | 7610128 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 252216 | 6688768 | CORE BOND ETF |
| PUTNAM ETF TRUST | 111765 | 5093149 | FOCUSED LAR CAP |
| VANGUARD WHITEHALL FDS | 35296 | 5065632 | HIGH DIV YLD |
| FIDELITY COVINGTON TRUST | 114424 | 4771481 | ENHANCED LARGE |
| ISHARES TR | 43310 | 4325801 | CORE US AGGBD ET |
| VANGUARD WELLINGTON FD | 26534 | 4070581 | US QUALITY |
| VANGUARD SPECIALIZED FUNDS | 18231 | 4006729 | DIV APP ETF |
| APPLE INC | 14003 | 3806844 | COM |
| VANGUARD INDEX FDS | 12572 | 3648686 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 117057 | 2814055 | INTL EQTY ETF |
| DUKE ENERGY CORP NEW | 19593 | 2296548 | COM NEW |
| MICROSOFT CORP | 4613 | 2231029 | COM |
| PIMCO ETF TR | 19975 | 2004298 | ENHAN SHRT MA AC |
| TESLA INC | 4162 | 1871735 | COM |
| AMAZON COM INC | 7803 | 1801088 | COM |
| NVIDIA CORPORATION | 8433 | 1572755 | COM |
| ISHARES TR | 46514 | 1440081 | PFD AND INCM SEC |
| SSGA ACTIVE ETF TR | 35143 | 1423468 | STATE STREET ULT |
| ISHARES TR | 2047 | 1401783 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 20413 | 1168440 | EQUITY PREMIUM |
| ALPHABET INC | 3450 | 1079850 | CAP STK CL A |
| VANGUARD INDEX FDS | 4080 | 1052325 | SMALL CP ETF |
| INVESCO EXCHANGE TRADED FD T | 7257 | 1004804 | S&P MDCP MOMNTUM |
| INVESCO QQQ TR | 1625 | 997959 | UNIT SER 1 |
| TRUST FOR PROFESSIONAL MANAG | 33155 | 906126 | CONVERGENCE LNG |
| CAPITAL GRP FIXED INCM ETF T | 31513 | 870389 | US MULTI-SECTOR |
| CAPITAL GROUP DIVIDEND VALUE | 19071 | 832258 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 15602 | 789305 | ULTRA SHRT ETF |
| JOHNSON & JOHNSON | 3803 | 787016 | COM |
| ENBRIDGE INC | 14811 | 708410 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 9511 | 651023 | US MEGA CP ETF |
| VANGUARD INDEX FDS | 1752 | 587278 | TOTAL STK MKT |
| COCA COLA CO | 8265 | 577777 | COM |
| VISA INC | 1548 | 542729 | COM CL A |
| META PLATFORMS INC | 787 | 519671 | CL A |
| EXXON MOBIL CORP | 4266 | 513370 | COM |
| ISHARES TR | 4668 | 498108 | SHRT NAT MUN ETF |
| ALPHABET INC | 1586 | 497687 | CAP STK CL C |
| BROADCOM INC | 1424 | 492846 | COM |
| AT&T INC | 19635 | 487734 | COM |
| ISHARES TR | 4514 | 483523 | NATIONAL MUN ETF |
| CATERPILLAR INC | 803 | 460015 | COM |
| FIRST TR EXCHANGE-TRADED FD | 10977 | 420639 | SMID RISNG ETF |
| AMPLIFY ETF TR | 9357 | 416395 | CWP ENHANCED DIV |
| NRG ENERGY INC | 2513 | 400102 | COM NEW |
| NORFOLK SOUTHN CORP | 1384 | 399588 | COM |
| ISHARES TR | 9579 | 396187 | HDG MSCI EAFE |
| LOWES COS INC | 1639 | 395376 | COM |
| GLOBAL X FDS | 13855 | 377698 | NASDQ 100 CVRDGW |
| JPMORGAN CHASE & CO. | 1150 | 370430 | COM |
| GE AEROSPACE | 1195 | 367942 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 705 | 354368 | CL B NEW |
| VANGUARD INDEX FDS | 719 | 350927 | GROWTH ETF |
| PROCTER AND GAMBLE CO | 2285 | 327420 | COM |
| MCDONALDS CORP | 1027 | 313882 | COM |
| PHILIP MORRIS INTL INC | 1917 | 307487 | COM |
| WALMART INC | 2732 | 304372 | COM |
| SOUTHERN CO | 3448 | 300708 | COM |
| UNITED RENTALS INC | 361 | 292165 | COM |
| AMERICAN CENTY ETF TR | 2840 | 289599 | US SML CP VALU |
| PROGRESSIVE CORP | 1264 | 287838 | COM |
| ISHARES TR | 995 | 275555 | RUS TP200 GR ETF |
| NETFLIX INC | 2930 | 274717 | COM |
| CISCO SYS INC | 3228 | 248686 | COM |
| WASTE MGMT INC DEL | 1115 | 244977 | COM |
| FEDEX CORP | 830 | 239754 | COM |
| ISHARES TR | 3488 | 230230 | CORE S&P MCP ETF |
| ISHARES TR | 1370 | 230040 | CORE S&P US GWT |
| AMERICAN CENTY ETF TR | 1900 | 217588 | US QUALITY GROW |
| PEPSICO INC | 1475 | 211647 | COM |
| ABBVIE INC | 919 | 210043 | COM |
| TRUIST FINL CORP | 4170 | 205206 | COM |
| OLD DOMINION FREIGHT LINE IN | 1277 | 200234 | COM |
| TORTOISE CAPITAL SERIES TRUS | 19707 | 178147 | ENERGY FD |
| BLUE RIDGE BANKSHARES INC VA | 10080 | 43042 | COM |
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