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Michelle McCarthy

Cannon Wealth Management Services, Llc

Assets Managed
$147.835M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
4.36%(2Q avg: 5.8%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cannon Wealth Management Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Cannon Wealth Management Services, 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 147.835M in assets, with a quarterly growth rate of 4.36% and a 2-quarter average growth rate of 5.8%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.79%
8.53%
$12.606M
164,692 shares@ $76.55 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 7.37%
7.02%
$10.374M
220,358 shares@ $47.09 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 5.37%
5.47%
$8.077M
142,750 shares@ $56.58 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 2.68%
5.05%
$7.462M
194,228 shares@ $38.42 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 3.85%
4.66%
$6.878M
261,907 shares@ $26.27 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 7.42%
3.92%
$5.783M
198,177 shares@ $29.19 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 4.76%
3.71%
$5.476M
36,976 shares@ $148.11 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 3.13%
3.62%
$5.348M
115,253 shares@ $46.41 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 3.86%
3.55%
$5.237M
174,159 shares@ $30.07 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 13.42%
3.3%
$4.876M
49,122 shares@ $99.28 avg price

1-10 of 85