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Tom Shiffer

Cadence Wealth Management Llc

Assets Managed
$239.704M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
15.72%(2Q avg: 12.11%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cadence Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Cadence Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.704M in assets, with a quarterly growth rate of 15.72% and a 2-quarter average growth rate of 12.11%. The portfolio is managed by Tom Shiffer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -4.03%
19.96%
$47.833M
551,775 shares@ $86.7 avg price
XOP
Spdr S&p Oil & Gas Exp & Pr
Recent Activity
Decreased -12.26%
15.71%
$37.637M
206,991 shares@ $181.83 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Increased 80.65%
10.4%
$24.915M
383,603 shares@ $64.96 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -1.15%
8.89%
$21.295M
312,524 shares@ $68.14 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.66%
6.72%
$16.103M
37,424 shares@ $430.3 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 44.04%
4.77%
$11.417M
119,624 shares@ $95.44 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 0.94%
4.37%
$10.463M
170,793 shares@ $61.26 avg price
CEF
Sprott Physical Gold And Sil
Recent Activity
Decreased -8.7%
4.27%
$10.217M
214,094 shares@ $47.73 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 1.95%
2.87%
$6.874M
225,363 shares@ $30.51 avg price
GNR
Spdr S&p Gl Nat Resources
Recent Activity
Increased 1.71%
2.81%
$6.73M
90,132 shares@ $74.67 avg price

1-10 of 58