Cannon Wealth Management Services, LLC

CIK

2043725

Location

WINSTON SALEM, NC

Portfolio Value

Small $176,608,955

Diversification

Diversified

Filing Date

Global Rank

#6,880 / 8,798 ▲ 112 · as of Jun 2026

Top Industry

Asset Management 15.7%

Period ended 3 months ago

Filed Aug 11, 2026 · 59d

8 quarters · since Sep 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

76 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.6%

−4.5 pts

Top 5

45.0%

−6.5 pts

Top 10

63.7%

−4.9 pts

HHI

700

Diversified−217

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.3%	$134,798,197	27
Technology	5.8%	$10,291,868	10
Financial Services	4.9%	$8,716,853	8
Basic Materials	2.5%	$4,453,090	1
Consumer Cyclical	2.5%	$4,366,929	4
Utilities	1.8%	$3,229,205	3
Industrials	1.6%	$2,836,488	7
Communication Services	1.6%	$2,799,606	4
Consumer Defensive	1.0%	$1,830,865	5
Healthcare	0.9%	$1,649,197	4
Energy	0.9%	$1,636,657	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	+70,216	195,102	$8,535,712
CGCB	Capital Group Core Bond ETF	+52,018	360,282	$9,488,819
VB	Vanguard Morningstar Small-Cap ETF	+41,920	61,428	$6,420,534
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+24,857	292,569	$14,130,581
CGUS	Capital Group Core Equity ETF	+21,042	215,270	$9,575,209
APCB	ActivePassive Core Bond ETF	+13,156	51,478	$1,757,201
FNDA	Schwab Fundamental U.S. Small Company ETF	+11,888	162,572	$4,541,843
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+3,937	53,709	$2,171,454
VFMF	Vanguard U.S. Multifactor ETF	+3,518	31,337	$5,336,377
AGNG	Global X Funds Global X Aging Population ETF	+3,426	30,251	$916,907
ACSG	American Century Small Cap Growth Insights ETF	+1,462	4,469	$545,011
BILZ	PIMCO Ultra Short Government Active ETF	+1,461	26,185	$2,639,709
ENB	Enbridge Inc	+1,118	15,570	$844,049
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,117	117,487	$9,883,151
LOW	Lowes Companies Inc	+942	2,593	$571,730
ABI	VictoryShares Pioneer Asset-Based Income ETF	+746	8,657	$1,472,901
MSFT	Microsoft Corp	+474	5,127	$1,912,473
AAPL	Apple Inc.	+470	14,591	$4,222,051
AMZN	Amazon Com Inc	+243	8,387	$1,998,957
META	Meta Platforms, Inc.	+162	966	$544,138
VIG	Vanguard Dividend Appreciation ETF	+150	19,811	$4,687,678
NRG	Nrg Energy, Inc.	+146	2,661	$388,665
NFLX	Netflix Inc	+142	3,060	$218,484
WMT	Walmart Inc.	+112	2,695	$305,235
WFC	Wells Fargo & Company/Mn	+81	3,807	$314,610
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SNDA	Sonida Senior Living, Inc.	−6,460	5,453	$222,482
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−4,188	626,883	$36,339,931
—		−3,164	195,013	$5,657,327
AIRR	First Trust RBA American Industrial Renaissance ETF	−2,869	11,881	$512,546
TBLU	Tortoise Global Water ETF	−2,119	16,579	$160,982
CGDV	Capital Group Dividend Value ETF	−846	17,857	$879,992
AIEQ	Amplify AI Powered Equity ETF	−756	8,469	$387,033
NSC	Norfolk Southern Corp	−476	881	$277,153
MO	Altria Group, Inc.	−458	2,803	$201,675
GOOGL	Alphabet Inc.	−412	4,879	$1,737,062
CSCO	Cisco Systems, Inc.	−383	2,989	$351,087
T	At&T Inc.	−338	14,489	$299,922
NVDA	Nvidia Corp	−235	8,350	$1,670,751
TSLA	Tesla, Inc.	−59	3,592	$1,510,795
QQQ	Invesco Qqq Trust, Series 1	−59	1,573	$1,158,357
VIGI	Vanguard International Dividend Appreciation ETF	−56	36,920	$5,834,467
GE	General Electric Co	−52	1,135	$424,183
DUK	Duke Energy CORP	−51	19,826	$2,509,575
JNJ	Johnson & Johnson	−36	3,749	$952,133
PG	PROCTER & GAMBLE Co	−34	2,232	$327,300
V	Visa Inc.	−20	1,458	$500,225
KO	Coca Cola Co	−13	7,876	$640,082
WM	Waste Management Inc	−12	1,096	$244,276
VLO	Valero Energy Corp/Tx	−6	859	$223,717
AVGO	Broadcom Inc.	−4	1,379	$520,917
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
IVZ	Invesco Ltd.	40,544	$6,549,477
SHW	Sherwin Williams Co	12,933	$4,453,090
VCRM	Vanguard Core Tax-Exempt Bond ETF	9,777	$494,520
MU	Micron Technology Inc	416	$480,184
AMD	Advanced Micro Devices Inc	735	$426,968
VEA	Vanguard FTSE Developed Markets ETF	4,014	$285,997
ABBV	AbbVie Inc.	1,028	$258,685
KLAC	Kla Corp	850	$256,453
AMAT	Applied Materials Inc /De	327	$236,421
LLY	ELI LILLY & Co	180	$215,897
IBM	International Business Machines Corp	763	$214,563
TFC	Truist Financial Corp	4,123	$205,407
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	1,301	$463,390
PEP	Pepsico Inc	1,498	$232,624
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $176,608,955 total · filing declares 99 positions · $182,761,382 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	626,883	-4,188	$36,339,931	+10.9%	20.58%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	292,569	+24,857	$14,130,581	+8.9%	8.00%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	117,487	+1,117	$9,883,151	—	5.60%
CGUS	Capital Group Core Equity ETF	Added	215,270	+21,042	$9,575,209	+28.3%	5.42%
CGCB	Capital Group Core Bond ETF	Added	360,282	+52,018	$9,488,819	+16.6%	5.37%
FBCG	Fidelity Blue Chip Growth ETF	Added	195,102	+70,216	$8,535,712	+82.3%	4.83%
IVZ	Invesco Ltd. Financial Services	NEW	40,544	NEW	$6,549,477	NEW	3.71%
VB	Vanguard Morningstar Small-Cap ETF	Added	61,428	+41,920	$6,420,534	+141.5%	3.64%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	36,920	-56	$5,834,467	+6.5%	3.30%
		Reduced	195,013	-3,164	$5,657,327	−2.2%	3.20%
VFMF	Vanguard U.S. Multifactor ETF	Added	31,337	+3,518	$5,336,377	+28.5%	3.02%
VIG	Vanguard Dividend Appreciation ETF	Added	19,811	+150	$4,687,678	+10.9%	2.65%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	162,572	+11,888	$4,541,843	+20.5%	2.57%
SHW	Sherwin Williams Co Basic Materials	NEW	12,933	NEW	$4,453,090	NEW	2.52%
AAPL	Apple Inc. Technology	Added	14,591	+470	$4,222,051	+17.8%	2.39%
BILZ	PIMCO Ultra Short Government Active ETF	Added	26,185	+1,461	$2,639,709	+6.2%	1.49%
DUK	Duke Energy CORP Utilities	Reduced	19,826	-51	$2,509,575	−3.6%	1.42%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	53,709	+3,937	$2,171,454	+7.7%	1.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,387	+243	$1,998,957	+17.9%	1.13%
MSFT	Microsoft Corp Technology	Added	5,127	+474	$1,912,473	+11.0%	1.08%
APCB	ActivePassive Core Bond ETF	Added	51,478	+13,156	$1,757,201	+62.9%	0.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,879	-412	$1,737,062	+14.3%	0.98%
NVDA	Nvidia Corp Technology	Reduced	8,350	-235	$1,670,751	+11.6%	0.95%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,592	-59	$1,510,795	+11.3%	0.86%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	8,657	+746	$1,472,901	+28.4%	0.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,573	-59	$1,158,357	+23.0%	0.66%
JNJ	Johnson & Johnson Healthcare	Reduced	3,749	-36	$952,133	+2.9%	0.54%
AGNG	Global X Funds Global X Aging Population ETF	Added	30,251	+3,426	$916,907	+31.7%	0.52%
CGDV	Capital Group Dividend Value ETF	Reduced	17,857	-846	$879,992	+10.6%	0.50%
CAT	Caterpillar Inc Industrials	Added	815	+50	$867,893	+60.1%	0.49%
ENB	Enbridge Inc Energy	Added	15,570	+1,118	$844,049	+7.9%	0.48%
BCHP	Principal Focused Blue Chip ETF	Added	9,373	+1	$694,792	+15.3%	0.39%
KO	Coca Cola Co Consumer Defensive	Reduced	7,876	-13	$640,082	+6.7%	0.36%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,593	+942	$571,730	+46.6%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Added	4,161	+16	$568,891	−19.1%	0.32%
ACSG	American Century Small Cap Growth Insights ETF	Added	4,469	+1,462	$545,011	+64.1%	0.31%
META	Meta Platforms, Inc. Communication Services	Added	966	+162	$544,138	+18.3%	0.31%
AVGO	Broadcom Inc. Technology	Reduced	1,379	-4	$520,917	+21.7%	0.29%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	11,881	-2,869	$512,546	−11.9%	0.29%
V	Visa Inc. Financial Services	Reduced	1,458	-20	$500,225	+12.0%	0.28%
VCRM	Vanguard Core Tax-Exempt Bond ETF	NEW	9,777	NEW	$494,520	NEW	0.28%
MU	Micron Technology Inc Technology	NEW	416	NEW	$480,184	NEW	0.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	868	+60	$434,338	+12.2%	0.25%
AMD	Advanced Micro Devices Inc Technology	NEW	735	NEW	$426,968	NEW	0.24%
GE	General Electric Co Industrials	Reduced	1,135	-52	$424,183	+25.9%	0.24%
URI	United Rentals, Inc. Industrials	Added	374	+12	$423,700	+60.7%	0.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,210	+35	$396,069	+14.6%	0.22%
NRG	Nrg Energy, Inc. Utilities	Added	2,661	+146	$388,665	+5.7%	0.22%
AIEQ	Amplify AI Powered Equity ETF	Reduced	8,469	-756	$387,033	−6.5%	0.22%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,971	+43	$356,573	+11.9%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.