Long-term investor
Cannon Wealth Management Services, LLC @cannonwealthmanagementse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002043725).
Record
- Tracked since 2025-06-30 (441 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 8.1% · long · since 2025-06-30
- JCPB · 6.2% · long · since 2025-06-30
- CGUS · 5.2% · long · since 2025-06-30
- FELG · 4.7% · long · since 2025-12-31
- SPYV · 4.7% · long · since 2025-06-30
- CGCB · 4.5% · long · since 2025-06-30
- SPMO · 3.6% · long · since 2026-06-30
- PVAL · 3.4% · long · since 2025-06-30
- VYM · 3.2% · long · since 2025-06-30
- SPTS · 3.1% · long · since 2025-06-30
- SPYG · 3.0% · long · since 2025-06-30
- VFQY · 2.9% · long · since 2025-06-30