Cadence Wealth Management LLC Diversified Active

CIK: 0001845250 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value ($000): $190,931 (100.0% shares, 0.0% debt)

Holdings (58)

TLT ISHARES TR 23.3%
Value ($000) $44,523 Shares 498,184 Est. Cost $105.05 Unrealized
SLV ISHARES SILVER TR 12.6%
Value ($000) $23,996 Shares 566,345 Est. Cost $24.58 Unrealized
XOP SPDR SERIES TRUST 9.8%
Value ($000) $18,737 Shares 141,729 Est. Cost $134.39 Unrealized
IEF ISHARES TR 7.4%
Value ($000) $14,134 Shares 146,531 Est. Cost $94.20 Unrealized
GLD SPDR GOLD TR 6.9%
Value ($000) $13,266 Shares 37,321 Est. Cost $172.68 Unrealized
CEF SPROTT ASSET MANAGEMENT LP 5.1%
Value ($000) $9,748 Shares 265,691 Est. Cost $17.48 Unrealized
XLE SELECT SECTOR SPDR TR 4.1%
Value ($000) $7,735 Shares 86,574 Est. Cost $56.84 Unrealized
SCHV SCHWAB STRATEGIC TR 3.2%
Value ($000) $6,061 Shares 208,213 Est. Cost $35.30 Unrealized
SHY ISHARES TR 2.9%
Value ($000) $5,524 Shares 66,584 Est. Cost $82.96 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.6%
Value ($000) $5,013 Shares 70,234 Est. Cost $60.38 Unrealized
GNR SPDR INDEX SHS FDS 2.6%
Value ($000) $4,980 Shares 84,105 Est. Cost $54.91 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $3,472 Shares 64,076 Est. Cost $45.79 Unrealized
EDV VANGUARD WORLD FD 1.6%
Value ($000) $3,073 Shares 44,892 Est. Cost $68.45 Unrealized
JMTG J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,507 Shares 29,541 Est. Cost $50.19 Unrealized
META META PLATFORMS INC 0.8%
Value ($000) $1,482 Shares 2,018 Est. Cost $266.40 Unrealized +179.0%
B BARRICK MNG CORP 0.6%
Value ($000) $1,231 Shares 37,551 Est. Cost $19.29 Unrealized +30.4%
BTG B2GOLD CORP 0.6%
Value ($000) $1,218 Shares 245,988 Est. Cost $2.92 Unrealized +34.6%
AEM AGNICO EAGLE MINES LTD 0.6%
Value ($000) $1,196 Shares 7,097 Est. Cost $51.06 Unrealized +168.0%
NEM NEWMONT CORP 0.6%
Value ($000) $1,175 Shares 13,937 Est. Cost $42.57 Unrealized +63.0%
PAAS PAN AMERN SILVER CORP 0.6%
Value ($000) $1,171 Shares 30,232 Est. Cost $20.82 Unrealized +54.4%
KGC KINROSS GOLD CORP 0.6%
Value ($000) $1,149 Shares 46,233 Est. Cost $5.05 Unrealized +280.6%
SBSW SIBANYE STILLWATER LTD 0.6%
Value ($000) $1,134 Shares 100,928 Est. Cost $5.65 Unrealized
SSRM SSR MINING IN 0.6%
Value ($000) $1,073 Shares 43,958 Est. Cost $9.25 Unrealized +82.8%
DINO HF SINCLAIR CORP 0.5%
Value ($000) $992 Shares 18,953 Est. Cost $38.82 Unrealized +20.4%
RIO RIO TINTO PLC 0.5%
Value ($000) $985 Shares 14,916 Est. Cost $64.93 Unrealized
MOS MOSAIC CO NEW 0.5%
Value ($000) $921 Shares 26,566 Est. Cost $28.09 Unrealized +20.9%
HP HELMERICH & PAYNE INC 0.5%
Value ($000) $913 Shares 41,348 Est. Cost $26.04 Unrealized -29.2%
BHP BHP GROUP LTD 0.5%
Value ($000) $883 Shares 15,837 Est. Cost $56.62 Unrealized
NTR NUTRIEN LTD 0.5%
Value ($000) $867 Shares 14,763 Est. Cost $55.67 Unrealized +4.7%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $841 Shares 4,509 Est. Cost $95.71 Unrealized +82.1%
EEM ISHARES TR 0.4%
Value ($000) $801 Shares 15,002 Est. Cost $47.67 Unrealized
TS TENARIS S A 0.4%
Value ($000) $765 Shares 21,393 Est. Cost $31.99 Unrealized
ITOT ISHARES TR 0.4%
Value ($000) $726 Shares 4,988 Est. Cost $124.37 Unrealized
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $662 Shares 28,010 Est. Cost $24.94 Unrealized -4.5%
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $619 Shares 19,359 Est. Cost $30.94 Unrealized +1.2%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $575 Shares 5,890 Est. Cost $47.13 Unrealized +119.7%
ICL ICL GROUP LTD 0.3%
Value ($000) $571 Shares 91,131 Est. Cost $4.99 Unrealized +28.9%
AAPL APPLE INC 0.3%
Value ($000) $547 Shares 2,146 Est. Cost $146.77 Unrealized +53.7%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $520 Shares 2,978 Est. Cost $144.13 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $517 Shares 3,613 Est. Cost $140.85 Unrealized 0.0%
VALE VALE S A 0.2%
Value ($000) $472 Shares 43,459 Est. Cost $9.78 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $453 Shares 1,607 Est. Cost $190.61 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $452 Shares 738 Est. Cost $612.18 Unrealized
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $438 Shares 3,606 Est. Cost $70.60 Unrealized +38.4%
ALB ALBEMARLE CORP 0.2%
Value ($000) $408 Shares 5,030 Est. Cost $58.87 Unrealized +30.1%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $368 Shares 13,988 Est. Cost $32.84 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $347 Shares 4,599 Est. Cost $62.28 Unrealized +8.9%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $337 Shares 1,028 Est. Cost $289.86 Unrealized
CALM CAL MAINE FOODS INC 0.2%
Value ($000) $321 Shares 3,416 Est. Cost $46.86 Unrealized +120.7%
AMZN AMAZON COM INC 0.2%
Value ($000) $292 Shares 1,328 Est. Cost $171.43 Unrealized +32.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $272 Shares 4,536 Est. Cost $57.11 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $251 Shares 3,521 Est. Cost $60.33 Unrealized +6.4%
PSIX POWER SOLUTIONS INTL INC 0.1%
Value ($000) $246 Shares 2,500 Est. Cost $88.67 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $231 Shares 519 Est. Cost $346.84 Unrealized 0.0%
CHWY CHEWY INC 0.1%
Value ($000) $220 Shares 5,447 Est. Cost $39.84 Unrealized -3.2%
ABBV ABBVIE INC 0.1%
Value ($000) $201 Shares 867 Est. Cost $201.95 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $200 Shares 301 Est. Cost $665.95 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $121 Shares 17,530 Est. Cost $4.59 Unrealized