Cannon Wealth Management Services, LLC holds a diversified book of 99 stocks worth $182.8M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed SS SPDR P S&P 500 Value ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cannon Wealth Management Services, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $550.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $164.7B |
| LPL Financial LLC | 80 / 80 | $96.4B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $167.2B |
| UBS Group AG | 79 / 80 | $140.5B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $96.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $90.4B |
Ranked by how many of Cannon Wealth Management Services, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $14.9M | 169.3K | 8.1% | ▲+2.8% Added · +5K sh | |
| 2 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $11.3M | 240.2K | 6.2% | ▲+9.0% Added · +20K sh | |
| 3 | Capital Group Core Equity Et SHS CREAT UNIT | $9.6M | 215.3K | 5.2% | ▲+11% Added · +21K sh | |
| 4 | Fidelity Covington Trust ENHANCED LARGE | $8.5M | 195.1K | 4.7% | ▲+56% Added · +70K sh | |
| 5 | SPDR Series Trust ST STR P500VAL | $8.5M | 139.9K | 4.7% | ▼−2.0% Reduced · −3K sh | |
| 6 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $8.1M | 311.0K | 4.5% | ▲+19% Added · +49K sh | |
| 7 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $6.5M | 40.5K | 3.6% | ▲New New position | |
| 8 | Putnam ETF Trust FOCUSED LAR CAP | $6.2M | 120.8K | 3.4% | ▲+4.8% Added · +5K sh | |
| 9 | Vanguard Whitehall FDS HIGH DIV YLD | $5.8M | 36.9K | 3.2% | ▼−0.1% Reduced · −56 sh | |
| 10 | SPDR Series Trust ST SHO TREAS ETF | $5.7M | 195.0K | 3.1% | ▼−1.6% Reduced · −3K sh | |
| 11 | SPDR Series Trust ST STR P500GRW | $5.5M | 46.2K | 3.0% | ▲+2.5% Added · +1K sh | |
| 12 | Vanguard Wellington FD US QUALITY | $5.3M | 31.3K | 2.9% | ▲+13% Added · +4K sh | |
| 13 | SPDR Series Trust ST SHOR CORP ETF | $5.0M | 167.2K | 2.7% | ▼−4.0% Reduced · −7K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $5.0M | 50.2K | 2.7% | ▲+2.3% Added · +1K sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $4.7M | 19.8K | 2.6% | ▲+0.8% Added · +150 sh | |
| 16 | Sherwin Williams Co COM | $4.5M | 12.9K | 2.4% | ▲New New position | |
| 17 | Apple Inc COM | $4.2M | 14.6K | 2.3% | ▲+3.3% Added · +470 sh | |
| 18 | Vanguard Index FDS MID CAP ETF | $4.2M | 52.0K | 2.3% | ▲+304% Added · +39K sh | |
| 19 | Schwab Strategic TR INTL EQTY ETF | $4.1M | 148.8K | 2.3% | ▲+3.3% Added · +5K sh | |
| 20 | Pimco ETF TR ENHAN SHRT MA AC | $2.6M | 26.2K | 1.4% | ▲+5.9% Added · +1K sh | |
| 21 | Duke Energy Corp New COM NEW | $2.5M | 19.8K | 1.4% | ▼−0.3% Reduced · −51 sh | |
| 22 | SPDR Series Trust ST PORT HIGH ETF | $2.4M | 104.4K | 1.3% | ▼−0.1% Reduced · −61 sh | |
| 23 | Ssga Active ETF TR ST STR UL BD ETF | $2.2M | 53.7K | 1.2% | ▲+7.9% Added · +4K sh | |
| 24 | Amazon Com Inc COM | $2.0M | 8.4K | 1.1% | ▲+3.0% Added · +243 sh | |
| 25 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.0M | 35.1K | 1.1% | ▲+3.3% Added · +1K sh | |
| 26 | Microsoft Corp COM | $1.9M | 5.1K | 1.0% | ▲+10% Added · +474 sh | |
| 27 | Trust For Professional Manag CONVERGENCE LNG | $1.8M | 51.5K | 1.0% | ▲+34% Added · +13K sh | |
| 28 | Nvidia Corporation COM | $1.7M | 8.3K | 0.9% | ▼−2.7% Reduced · −235 sh | |
| 29 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.8% | ▼−1.1% Reduced · −22 sh | |
| 30 | Tesla Inc COM | $1.5M | 3.6K | 0.8% | ▼−1.6% Reduced · −59 sh | |
| 31 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $1.5M | 8.7K | 0.8% | ▲+9.4% Added · +746 sh | |
| 32 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $1.3M | 49.3K | 0.7% | ▲+6.2% Added · +3K sh | |
| 33 | Vanguard Index FDS SMALL CP ETF | $1.3M | 4.3K | 0.7% | ▼−0.7% Reduced · −30 sh | |
| 34 | Ishares TR PFD AND INCM SEC | $1.2M | 39.7K | 0.7% | ▼−8.9% Reduced · −4K sh | |
| 35 | Alphabet Inc CAP STK CL A | $1.2M | 3.3K | 0.6% | ▼−11% Reduced · −411 sh | |
| 36 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.6K | 0.6% | ▼−3.6% Reduced · −59 sh | |
| 37 | Johnson & Johnson COM | $952K | 3.7K | 0.5% | ▼−0.9% Reduced · −36 sh | |
| 38 | Global X FDS NASDQ 100 CVRDGW | $917K | 30.3K | 0.5% | ▲+13% Added · +3K sh | |
| 39 | Capital Group Dividend Value SHS CREAT UNIT | $880K | 17.9K | 0.5% | ▼−4.5% Reduced · −846 sh | |
| 40 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $874K | 17.3K | 0.5% | ▲+29% Added · +4K sh | |
| 41 | Caterpillar Inc COM | $868K | 815 | 0.5% | ▲+6.5% Added · +50 sh | |
| 42 | Enbridge Inc COM | $844K | 15.6K | 0.5% | ▲+7.7% Added · +1K sh | |
| 43 | Principal Exchange Traded FD US MEGA CP ETF | $695K | 9.4K | 0.4% | ▲~0% Added · +1 sh | |
| 44 | Coca Cola Co COM | $640K | 7.9K | 0.4% | ▼−0.2% Reduced · −13 sh | |
| 45 | Ishares TR SHRT NAT MUN ETF | $624K | 5.9K | 0.3% | ▲+19% Added · +922 sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $624K | 1.7K | 0.3% | ▼−1.9% Reduced · −32 sh | |
| 47 | Alphabet Inc CAP STK CL C | $572K | 1.6K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 48 | Lowes Cos Inc COM | $572K | 2.6K | 0.3% | ▲+57% Added · +942 sh | |
| 49 | Exxon Mobil Corp COM | $569K | 4.2K | 0.3% | ▲+0.4% Added · +16 sh | |
| 50 | Meta Platforms Inc CL A | $544K | 966 | 0.3% | ▲+20% Added · +162 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2043725/holdings"
Use Arkolith to show Cannon Wealth Management Services, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.