Cannon Wealth Management Services, LLC Top Holdings and 13F Report (2026) About Cannon Wealth Management Services, LLCInvestment ActivityCannon Wealth Management Services, LLC has $147.84 million in total holdings as of March 31, 2026.Cannon Wealth Management Services, LLC owns shares of 85 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.27% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Cannon Wealth Management Services, LLC has purchased 83 new stocks and bought additional shares in 49 stocks.Cannon Wealth Management Services, LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $12,605,549JPMorgan Core Plus Bond ETF $10,374,462SPDR Portfolio S&P 500 Value ETF $8,076,794Capital Group Core Equity ETF $7,462,221CAPITAL GRP FIXED INCM ETF T $6,877,678 Largest New Holdings this Quarter 140475203 - SONIDA SENIOR LIVING INC $384,194 Holding949746101 - Wells Fargo & Company $296,627 Holding36828A101 - GE VERNOVA INC $237,429 Holding02209S103 - Altria Group $215,193 Holding91913Y100 - Valero Energy $213,724 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 13,547 shares (about $767.84K)JPMorgan Core Plus Bond ETF 15,109 shares (about $711.33K)Schwab International Equity ETF 26,978 shares (about $667.71K)SPDR SSgA Ultra Short Term Bond ETF 14,629 shares (about $592.47K)iShares Core U.S. Aggregate Bond ETF 5,812 shares (about $576.96K) Largest Sales this Quarter Tesla 511 shares (about $189.96K)AT&T 4,808 shares (about $139.38K)JPMorgan Ultra-Short Income ETF 2,208 shares (about $111.75K)iShares Preferred and Income Securities ETF 2,905 shares (about $88.08K)Vanguard Growth ETF 148 shares (about $64.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCannon Wealth Management Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$12,605,549$341,063 ▲2.8%164,6928.5%ETFJCPBJPMorgan Core Plus Bond ETF$10,374,462$711,332 ▲7.4%220,3587.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,076,794$411,563 ▲5.4%142,7505.5%ETFCGUSCapital Group Core Equity ETF$7,462,221$194,482 ▲2.7%194,2285.0%ETFCAPITAL GRP FIXED INCM ETF T$6,877,678$254,486 ▲3.8%261,9074.7%CORE BOND ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,782,815$399,241 ▲7.4%198,1773.9%ETFVYMVanguard High Dividend Yield ETF$5,476,178$248,809 ▲4.8%36,9763.7%ETFPVALPutnam Focused Large Cap Value ETF$5,347,757$161,844 ▲3.1%115,2533.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$5,236,955$194,222 ▲3.9%174,1593.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,876,372$576,961 ▲13.4%49,1223.3%FinanceFIDELITY COVINGTON TRUST$4,681,976$392,220 ▲9.1%124,8863.2%ENHANCED LARGESPYGSPDR Portfolio S&P 500 Growth ETF$4,409,920$230,086 ▲5.5%45,0413.0%ETFVIGVanguard Dividend Appreciation ETF$4,228,279$307,535 ▲7.8%19,6612.9%ETFVFQYVanguard U.S. Quality Factor ETF$4,151,507$191,764 ▲4.8%27,8192.8%ETFVOVanguard Mid-Cap ETF$3,692,167$81,844 ▲2.3%12,8572.5%ETFAAPLApple$3,583,756$29,947 ▲0.8%14,1212.4%Computer and TechnologySCHFSchwab International Equity ETF$3,564,871$667,706 ▲23.0%144,0352.4%ETFDUKDuke Energy$2,602,652$37,186 ▲1.4%19,8771.8%UtilitiesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,486,491$477,607 ▲23.8%24,7241.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,435,273$225,457 ▲10.2%104,4291.6%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$2,015,748$592,469 ▲41.6%49,7721.4%ETFJEPIJPMorgan Equity Premium Income ETF$1,924,853$767,844 ▲66.4%33,9601.3%ETFMSFTMicrosoft$1,722,251$14,806 ▲0.9%4,6531.2%Computer and TechnologyAMZNAmazon.com$1,696,151$71,020 ▲4.4%8,1441.1%Retail/WholesaleNVDANVIDIA$1,497,225$26,509 ▲1.8%8,5851.0%Computer and TechnologyTSLATesla$1,357,259$189,964 ▼-12.3%3,6510.9%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$1,333,099$3,919 ▼-0.3%2,0410.9%ETFPFFiShares Preferred and Income Securities ETF$1,322,232$88,080 ▼-6.2%43,6090.9%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$1,262,301$404,202 ▲47.1%46,3570.9%ETFXMMOInvesco S&P MidCap Momentum ETF$1,147,253$94,843 ▲9.0%7,9110.8%ETFVBVanguard Small-Cap ETF$1,142,349$73,607 ▲6.9%4,3610.8%ETFCLSEConvergence Long/Short Equity ETF$1,078,381$145,399 ▲15.6%38,3220.7%ETFGOOGLAlphabet$1,055,423$63,268 ▲6.4%3,6700.7%Computer and TechnologyQQQInvesco QQQ$941,754$4,039 ▲0.4%1,6320.6%FinanceJNJJohnson & Johnson$925,105$4,399 ▼-0.5%3,7850.6%MedicalCGDVCapital Group Dividend Value ETF$795,626$15,655 ▼-1.9%18,7030.5%ETFENBEnbridge$782,431$19,436 ▼-2.4%14,4520.5%EnergyXOMExxonMobil$703,241$20,529 ▼-2.8%4,1450.5%EnergyQYLGNasdaq 100 Covered Call & Growth ETF$696,109$336,572 ▲93.6%26,8250.5%ETFJPSTJPMorgan Ultra-Short Income ETF$677,870$111,747 ▼-14.2%13,3940.5%ETFUSMCPrincipal U.S. Mega-Cap ETF$602,728$8,939 ▼-1.5%9,3720.4%ManufacturingKOCocaCola$599,927$28,593 ▼-4.5%7,8890.4%Consumer StaplesSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$581,593$148,770 ▲34.4%14,7500.4%ETFVTIVanguard Total Stock Market ETF$551,620$10,590 ▼-1.9%1,7190.4%ETFCATCaterpillar$541,972$26,921 ▼-4.7%7650.4%IndustrialsSUBiShares Short-Term National Muni Bond ETF$526,440$29,288 ▲5.9%4,9430.4%ETFGOOGAlphabet$465,000$10,040 ▲2.2%1,6210.3%Computer and TechnologyFDXFedEx$463,390$167,761 ▲56.7%1,3010.3%TransportationMETAMeta Platforms$460,152$9,730 ▲2.2%8040.3%Computer and TechnologyVVisa$446,608$21,152 ▼-4.5%1,4780.3%Business ServicesTAT&T$429,835$139,384 ▼-24.5%14,8270.3%Computer and TechnologyAVGOBroadcom$428,052$12,690 ▼-2.9%1,3830.3%Computer and TechnologyMUBiShares National Muni Bond ETF$422,279$56,898 ▼-11.9%3,9780.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$413,751$5,920 ▼-1.4%9,2250.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$406,125$935 ▼-0.2%9,5570.3%ETFLOWLowe's Companies$390,041$2,835 ▲0.7%1,6510.3%Retail/WholesaleNSCNorfolk Southern$389,459$7,749 ▼-2.0%1,3570.3%TransportationBRK.BBerkshire Hathaway$387,194$49,358 ▲14.6%8080.3%FinanceSONIDA SENIOR LIVING INC$384,194$384,194 ▲New Holding11,9130.3%COMNRGNRG Energy$367,479$292 ▲0.1%2,5150.2%UtilitiesJPMJPMorgan Chase & Co.$345,526$7,352 ▲2.2%1,1750.2%FinanceGEGE Aerospace$336,694$2,269 ▼-0.7%1,1870.2%AerospaceSOSouthern$332,8470.0%3,4480.2%UtilitiesAVUVAvantis U.S. Small Cap Value ETF$332,188$18,449 ▲5.9%3,0070.2%ETFPGProcter & Gamble$327,269$2,744 ▼-0.8%2,2660.2%Consumer StaplesMCDMcDonald's$322,911$3,729 ▲1.2%1,0390.2%Retail/WholesaleWALMART INC$321,015$18,518 ▼-5.5%2,5830.2%COMPMPhilip Morris International$318,776$1,819 ▲0.6%1,9280.2%Consumer StaplesWFCWells Fargo & Company$296,627$296,627 ▲New Holding3,7260.2%FinanceNFLXNetflix$280,566$1,154 ▼-0.4%2,9180.2%Consumer DiscretionaryURIUnited Rentals$263,739$729 ▲0.3%3620.2%ConstructionCSCOCisco Systems$261,667$11,174 ▲4.5%3,3720.2%Computer and TechnologyWMWaste Management$254,607$1,609 ▼-0.6%1,1080.2%Business ServicesPGRProgressive$254,144$3,568 ▲1.4%1,2820.2%FinanceODFLOld Dominion Freight Line$250,503$977 ▲0.4%1,2820.2%TransportationVUGVanguard Growth ETF$249,407$64,645 ▼-20.6%5710.2%ETFIWYiShares Russell Top 200 Growth ETF$247,5960.0%9950.2%ETFGE VERNOVA INC$237,429$237,429 ▲New Holding2720.2%COMPEPPepsiCo$232,576$3,571 ▲1.6%1,4980.2%Consumer StaplesMOAltria Group$215,193$215,193 ▲New Holding3,2610.1%Consumer StaplesVLOValero Energy$213,724$213,724 ▲New Holding8650.1%EnergyIJHiShares Core S&P Mid-Cap ETF$210,667$24,848 ▼-10.6%3,1200.1%ETFSCHDSchwab US Dividend Equity ETF$203,989$203,989 ▲New Holding6,6490.1%ETFTORTOISE CAPITAL SERIES TRUS$195,018$10,524 ▼-5.1%18,6980.1%ENERGY ETFBRBSBlue Ridge Bankshares$42,3360.0%10,0800.0%FinanceIUSGiShares Core S&P U.S. Growth ETF$0$230,040 ▼-100.0%00.0%ManufacturingQGROAmerican Century U.S. Quality Growth ETF$0$217,588 ▼-100.0%00.0%ETFABBVAbbVie$0$210,043 ▼-100.0%00.0%MedicalTFCTruist Financial$0$205,206 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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