Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $142 Billion
  • Q4 2025

Cannon Wealth Management Services, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 83 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 $12.9B, J P Morgan Exchange Traded Fd with a value of $9.72B, Spdr Portfolio S&P 500 Value E with a value of $7.7B, Capital Group Core Equity ETF with a value of $7.61B, and Capital Grp Fixed Incm ETF T with a value of $6.69B.

Examining the 13F form we can see an increase of $9.57B in the current position value, from $132B to 142B.

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 $142 Billion
ETFs: $89 Billion
Technology: $8.35 Billion
Consumer Cyclical: $4.38 Billion
Utilities: $3 Billion
Communication Services: $2.86 Billion
Industrials: $2.2 Billion
Financial Services: $1.8 Billion
Consumer Defensive: $1.73 Billion
Other: $2.22 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.81 Billion 2.69% of portfolio
14,003
Q4 2025 Reduced 0.01%
$3.78T
$2.23 Billion 1.57% of portfolio
4,613
Q4 2025 Reduced 0.3%
$1.29T
$1.87 Billion 1.32% of portfolio
4,162
Q4 2025 Added 0.85%
$2.39T
$1.8 Billion 1.27% of portfolio
7,803
Q4 2025 Added 0.53%
$465B
$1.57 Billion 1.11% of portfolio
8,433
Q4 2025 Reduced 2.45%
$1.65T
$1.08 Billion 0.76% of portfolio
3,450
Q4 2025 Added 10.12%
$522B
$787 Million 0.56% of portfolio
3,803
Q4 2025 Added 1.12%
$306B
$578 Million 0.41% of portfolio
8,265
Q4 2025 Added 0.99%
$533B
$543 Million 0.38% of portfolio
1,548
Q4 2025 Reduced 0.9%
$1.37T
$520 Million 0.37% of portfolio
787
Q3 2025 Added 0.51%
$490B
$513 Million 0.36% of portfolio
4,266
Q4 2025 Reduced 1.07%
$1.74T
$498 Million 0.35% of portfolio
1,586
Q4 2025 Added 0.38%
$291B
$460 Million 0.32% of portfolio
803
Q4 2025 Reduced 0.12%
$328B
$368 Million 0.26% of portfolio
1,195
Q4 2025 Reduced 0.25%
$881B
$370 Million 0.26% of portfolio
1,150
Q4 2025 Reduced 1.37%
$662B
$354 Million 0.25% of portfolio
705
Q2 2025 Reduced 1.95%
$224B
$314 Million 0.22% of portfolio
1,027
Q4 2025 Reduced 1.53%
$237B
$307 Million 0.22% of portfolio
1,917
Q4 2025 Reduced 0.57%
$279B
$304 Million 0.21% of portfolio
2,732
Q4 2025 Added 1.22%
$319B
$249 Million 0.18% of portfolio
3,228
Q4 2025 Added 4.1%
$414B
$210 Million 0.15% of portfolio
919
Q4 2025 Reduced 0.76%
$204B
$212 Million 0.15% of portfolio
1,475
Q4 2025 Added 2.79%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $142 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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