Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $132 Billion
  • Q3 2025

Cannon Wealth Management Services, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $12.8B, Capital Group Core Equity ETF with a value of $9.07B, J P Morgan Exchange Traded Fd with a value of $8.91B, Spdr Portfolio S&P 500 Value E with a value of $7.43B, and Putnam ETF Tr Putnam Focused L with a value of $6.86B.

Examining the 13F form we can see an increase of $9.74B in the current position value, from $122B to 132B.

Cannon Wealth Management Services, LLC is based out at Winston Salem, NC

Below you can find more details about Cannon Wealth Management Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $132 Billion
ETFs: $82.2 Billion
Technology: $8.54 Billion
Consumer Cyclical: $4.27 Billion
Utilities: $3.16 Billion
Communication Services: $2.64 Billion
Industrials: $1.97 Billion
Consumer Defensive: $1.9 Billion
Financial Services: $1.61 Billion
Other: $2.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Billion 9.65% of portfolio
162,772
Q3 2025 Reduced 0.19%
$0
$9.07 Billion 6.87% of portfolio
229,497
Q3 2025 Added 2.98%
$0
$8.91 Billion 6.74% of portfolio
187,284
Q3 2025 Added 9.37%
$0
$7.43 Billion 5.62% of portfolio
134,252
Q3 2025 Reduced 0.75%
$0
$6.86 Billion 5.19% of portfolio
160,552
Q3 2025 Added 1.29%
Capital Grp Fixed Incm ETF T
-
$5.96 Billion 4.52% of portfolio
-
Q3 2025 Added 4.17%
$0
$5.36 Billion 4.06% of portfolio
182,793
Q3 2025 Reduced 3.58%
$0
$5.13 Billion 3.88% of portfolio
169,327
Q3 2025 Reduced 5.66%
$0
$4.86 Billion 3.68% of portfolio
46,492
Q3 2025 Added 6.73%
$0
$4.83 Billion 3.66% of portfolio
34,272
Q3 2025 Added 1.43%
$0
$4.26 Billion 3.22% of portfolio
42,476
Q3 2025 Added 1.17%
$0
$3.72 Billion 2.82% of portfolio
17,261
Q3 2025 Added 3.68%
$0
$3.63 Billion 2.75% of portfolio
12,367
Q3 2025 Added 2.48%
$4.3T
$3.57 Billion 2.7% of portfolio
14,004
Q3 2025 Reduced 8.02%
$96.4B
$2.43 Billion 1.84% of portfolio
19,600
Q3 2025 Added 0.02%
$3.78T
$2.4 Billion 1.81% of portfolio
4,627
Q3 2025 Reduced 1.3%
$0
$2.1 Billion 1.59% of portfolio
90,269
Q3 2025 Added 43.98%
$1.29T
$1.84 Billion 1.39% of portfolio
4,127
Q3 2025 Added 0.15%
$0
$1.8 Billion 1.37% of portfolio
57,078
Q3 2025 Reduced 14.21%
$2.39T
$1.7 Billion 1.29% of portfolio
7,762
Q3 2025 Reduced 2.3%
$465B
$1.61 Billion 1.22% of portfolio
8,645
Q3 2025 Reduced 1.6%
$0
$1.61 Billion 1.22% of portfolio
16,006
Q3 2025 Added 36.44%
$0
$1.42 Billion 1.07% of portfolio
2,119
Q3 2025 Reduced 0.42%
$0
$1.12 Billion 0.85% of portfolio
27,500
Q3 2025 Added 48.66%
$0
$1.12 Billion 0.84% of portfolio
19,536
Q3 2025 Reduced 12.9%
$0
$1.02 Billion 0.77% of portfolio
1,699
Q3 2025 Reduced 1.11%
$0
$1 Billion 0.76% of portfolio
3,944
Q3 2025 Added 6.97%
$0
$877 Million 0.66% of portfolio
20,865
Q3 2025 Reduced 7.3%
-
$813 Million 0.62% of portfolio
-
Q3 2025 Reduced 16.93%
$1.65T
$762 Million 0.58% of portfolio
3,133
Q3 2025 Added 1.82%
$96.7B
$748 Million 0.57% of portfolio
14,825
Q3 2025 Reduced 0.04%
$522B
$697 Million 0.53% of portfolio
3,761
Q3 2025 Reduced 1.62%
$0
$675 Million 0.51% of portfolio
4,473
Q3 2025 Added 129.15%
$0
$672 Million 0.51% of portfolio
13,250
Q3 2025 Added 37.62%
$0
$658 Million 0.5% of portfolio
9,659
Q3 2025 Reduced 0.24%
$1.37T
$578 Million 0.44% of portfolio
787
Q3 2025 Added 0.51%
$0
$573 Million 0.43% of portfolio
1,746
Q4 2024 Reduced 23.25%
$181B
$558 Million 0.42% of portfolio
19,743
Q3 2025 Reduced 9.28%
$306B
$543 Million 0.41% of portfolio
8,184
Q3 2025 Added 0.78%
$533B
$533 Million 0.4% of portfolio
1,562
Q3 2025 Reduced 3.58%
$0
$519 Million 0.39% of portfolio
13,093
Q3 2025 Reduced 0.11%
Trust For Professional Manag
-
$521 Million 0.39% of portfolio
-
Q3 2025 New
$490B
$486 Million 0.37% of portfolio
4,312
Q3 2025 Added 2.62%
$139B
$484 Million 0.37% of portfolio
1,468
Q3 2025 Reduced 9.61%
$0
$480 Million 0.36% of portfolio
4,494
Q3 2025 Added 9.18%
$0
$471 Million 0.36% of portfolio
4,426
Q3 2025 Added 2.43%
$65.7B
$416 Million 0.32% of portfolio
1,386
Q3 2025 Reduced 8.76%
$0
$417 Million 0.32% of portfolio
9,350
Q3 2025 Reduced 0.06%
$140B
$414 Million 0.31% of portfolio
1,647
Q3 2025 Added 0.24%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $132 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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