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Cannon Wealth Management Services - Q2 2026 13F Filings

CA

Cannon Wealth Management Services, LLC

CIK: 0002043725
Address: North Carolina Winston Salem 2160 Country Club Road
$182.76 M
Portfolio Value
99
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPMO Invesco S&P 500 Momentum Etf
+$6.55 M
2. SHW The Sherwin-Williams Company
+$4.45 M
3. VO Vanguard Mid-Cap Etf
+$3.15 M
4. FELG Fidelity Enhanced Large Cap Growth Etf
+$3.07 M
5. CGCB Capital Group Core Bond Etf
+$1.29 M

Top Sells

Q2 2026
1. FDX Fedex Corporation
−$463,390
2. SNDA Sonida Senior Living
−$263,567.53
3. PEP Pepsico
−$232,576
4. SPSB Spdr Portfolio Short Term Corporate Bond Etf
−$210,309.51
5. SPYV Spdr Portfolio S&P 500 Value Etf
−$175,500.43

Asset Allocation

Stocks/ETFs
+23.63%
$182.76 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cannon Wealth Management Services Q2 2026 Filing Summary

Cannon Wealth Management Services, LLC filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 182.76 M reflecting a +23.63% change from the prior quarter, spanning 99 assets. The top 10 holdings comprised 46.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cannon Wealth Management Services’s Q2 2026 Filing

Cannon Wealth Management Services submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cannon Wealth Management Services reported a managed portfolio value of 182.76 M, consisting of 99 individual positions.

This page displays the raw filing documents. To see which stocks Cannon Wealth Management Services bought or sold during Q2 2026, please visit Cannon Wealth Management Services's Portfolio Analysis page.