Long-term investor
Cadence Wealth Management LLC @cadencewealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845250).
Record
- Tracked since 2025-06-30 (446 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days -6.9% · 6 months n/a · 1 year +23.1% · all +23.1%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R556 · 14.5% · long · since 2025-06-30
- 81369Y506 · 12.8% · long · since 2025-06-30
- 464287432 · 11.2% · long · since 2025-06-30
- SLV · 8.9% · long · since 2025-06-30
- 921910709 · 8.0% · long · since 2025-09-30
- GLD · 6.3% · long · since 2025-06-30
- 464287440 · 6.1% · long · since 2025-06-30
- 85208R101 · 3.7% · long · since 2025-06-30
- 808524409 · 3.6% · long · since 2025-06-30
- 78463X541 · 2.7% · long · since 2025-06-30
- 922042775 · 2.5% · long · since 2025-06-30
- 922042858 · 1.8% · long · since 2025-06-30