13F Filings History of Cannon Wealth Management Services, LLC

Latest 13F report
Q3 2025 - 10 Nov 2025
Value $
$132,095,613
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
Winston Salem, NC
Summary
This page shows a list of all the recent 13F filings made by Cannon Wealth Management Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cannon Wealth Management Services, LLC reported 82 stock holdings with total value $132,095,613 as of Q3 2025. Top holdings included SPLG, CGUS, JCPB, SPYV, and PVAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 82 $132,095,613 +$6,019,461 -$3,172,656 +$2,846,805 SPLG, CGUS, JCPB, SPYV, PVAL 13F-HR 10 Nov 2025, 10:07
Q2 2025 80 $122,358,452 +$5,346,553 -$1,728,256 +$3,618,297 SPLG, CGUS, JCPB, SPYV, PVAL 13F-HR 23 Jul 2025, 11:12
Q1 2025 76 $111,996,758 +$6,390,838 -$6,009,054 +$381,784 SPLG, JCPB, CGUS, SPYV, PVAL 13F-HR 08 May 2025, 12:35
Q4 2024 78 $115,996,456 +$11,718,524 -$6,662,109 +$5,056,415 SPLG, JCPB, CGUS, SPYV, PVAL 13F-HR 04 Feb 2025, 11:22
Q3 2024 86 $109,287,965 $0 $0 $0 SPLG, SPYV, JCPB, FLHY, SPTS 13F-HR 12 Nov 2024, 11:44