Cadence Wealth Management LLC
Top Portfolio Positions
38 positions ·
$80,872,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SLV |
iShares Silver Trust
|
312,524 | $21,295,385 | 26.33% | |
| GLD |
Spdr Gold Trust
|
37,424 | $16,103,172 | 19.91% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
214,094 | $10,216,565 | 12.63% | |
| DINO |
HF Sinclair Corp
Energy
|
26,274 | $1,639,234 | 2.03% | |
| SSRM |
Ssr Mining Inc.
Basic Materials
|
52,178 | $1,534,033 | 1.90% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
16,159 | $1,507,473 | 1.86% | |
| HP |
Helmerich & Payne, Inc.
Energy
|
40,589 | $1,462,421 | 1.81% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
13,032 | $1,410,714 | 1.74% | |
| TS |
Tenaris SA
Energy
|
23,710 | $1,379,447 | 1.71% | |
| BTG |
B2gold Corp
Basic Materials
|
300,199 | $1,359,901 | 1.68% |
Portfolio Trend
21 quarters · across all stocks
Holdings in DBO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,674 | 14,320 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $141,943 | 10,737 | Shares | Sole | 2025-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||