Cannon Wealth Management Services, LLC

WINSTON SALEM, NC · CIK 2043725 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$245.2m
Staff8 · 5 in investment roles
Main clients (by assets)Individuals 43%, High net worth individuals 38%
Form ADV · 2026-04-30SEC adviser record

$182.8m reported value +23.6% vs Q1 2026

99positions

46.6%in top 10

16 new 44 added 36 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	169,315	$14.9m8.14%	8.14%	Added +4.6k	+4,623 2.8%
2	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	240,208	$11.3m6.17%	6.17%	Added +19.9k	+19,850 9.0%
3	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	215,270	$9.6m5.24%	5.24%	Added +21.0k	+21,042 10.8%
4	FIDELITY COVINGTON TRUST ENHANCED LARGE FELG	FELG	195,102	$8.5m4.67%	4.67%	Added +70.2k	+70,216 56.2%
5	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	139,863	$8.5m4.65%	4.65%	Reduced -2.9k	-2,887 -2.0%
6	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	311,032	$8.1m4.46%	4.46%	Added +49.1k	+49,125 18.8%
7	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	40,544	$6.5m3.58%	3.58%	New
8	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	120,750	$6.2m3.37%	3.37%	Added +5.5k	+5,497 4.8%
9	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	36,920	$5.8m3.19%	3.19%	Reduced -56	-56 -0.1%
10	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	195,013	$5.7m3.10%	3.10%	Reduced -3.2k	-3,164 -1.6%
11	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	46,186	$5.5m3.01%	3.01%	Added +1.1k	+1,145 2.5%
12	VANGUARD WELLINGTON FD US QUALITY VFQY	VFQY	31,337	$5.3m2.92%	2.92%	Added +3.5k	+3,518 12.7%
13	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	167,151	$5.0m2.74%	2.74%	Reduced -7.0k	-7,008 -4.0%
14	ISHARES TR CORE US AGGBD ET AGG	AGG	50,246	$5.0m2.72%	2.72%	Added +1.1k	+1,124 2.3%
15	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	19,811	$4.7m2.56%	2.56%	Added +150	+150 0.8%
16	SHERWIN WILLIAMS CO COM SHW	SHW	12,933	$4.5m2.44%	2.44%	New
17	APPLE INC COM AAPL	AAPL	14,591	$4.2m2.31%	2.31%	Added +470	+470 3.3%
18	VANGUARD INDEX FDS MID CAP ETF VO	VO	51,984	$4.2m2.29%	2.29%	Added +556	+556 1.1%
19	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	148,825	$4.1m2.26%	2.26%	Added +4.8k	+4,790 3.3%
20	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	26,185	$2.6m1.44%	1.44%	Added +1.5k	+1,461 5.9%
21	DUKE ENERGY CORP NEW COM NEW DUK	DUK	19,826	$2.5m1.37%	1.37%	Reduced -51	-51 -0.3%
22	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	104,368	$2.4m1.34%	1.34%	Reduced -61	-61 -0.1%
23	SSGA ACTIVE ETF TR ULT SHT TRM BD ULST	ULST	53,709	$2.2m1.19%	1.19%	Added +3.9k	+3,937 7.9%
24	AMAZON COM INC COM AMZN	AMZN	8,387	$2.0m1.09%	1.09%	Added +243	+243 3.0%
25	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	35,080	$2.0m1.08%	1.08%	Added +1.1k	+1,120 3.3%
26	MICROSOFT CORP COM MSFT	MSFT	5,127	$1.9m1.05%	1.05%	Added +474	+474 10.2%
27	TRUST FOR PROFESSIONAL MANAG CONVERGENCE LNG CLSE	CLSE	51,478	$1.8m0.96%	0.96%	Added +13.2k	+13,156 34.3%
28	NVIDIA CORPORATION COM NVDA	NVDA	8,350	$1.7m0.91%	0.91%	Reduced -235	-235 -2.7%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	2,019	$1.5m0.83%	0.83%	Reduced -22	-22 -1.1%
30	TESLA INC COM TSLA	TSLA	3,592	$1.5m0.83%	0.83%	Reduced -59	-59 -1.6%
31	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	8,657	$1.5m0.81%	0.81%	Added +746	+746 9.4%
32	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	49,250	$1.3m0.74%	0.74%	Added +2.9k	+2,893 6.2%
33	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,331	$1.3m0.72%	0.72%	Reduced -30	-30 -0.7%
34	ISHARES TR PFD AND INCM SEC PFF	PFF	39,743	$1.2m0.66%	0.66%	Reduced -3.9k	-3,866 -8.9%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,259	$1.2m0.64%	0.64%	Reduced -411	-411 -11.2%
36	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,573	$1.2m0.63%	0.63%	Reduced -59	-59 -3.6%
37	JOHNSON & JOHNSON COM JNJ	JNJ	3,749	$952.2k0.52%	0.52%	Reduced -36	-36 -0.9%
38	GLOBAL X FDS NASDQ 100 CVRDGW QYLG	QYLG	30,251	$916.9k0.50%	0.50%	Added +3.4k	+3,426 12.8%
39	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	17,857	$880.0k0.48%	0.48%	Reduced -846	-846 -4.5%
40	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	17,281	$873.9k0.48%	0.48%	Added +3.9k	+3,887 29.0%
41	CATERPILLAR INC COM CAT	CAT	815	$867.9k0.47%	0.47%	Added +50	+50 6.5%
42	ENBRIDGE INC COM ENB	ENB	15,570	$844.0k0.46%	0.46%	Added +1.1k	+1,118 7.7%
43	PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF USMC	USMC	9,373	$694.8k0.38%	0.38%	Added +1	+1 0.0%
44	COCA COLA CO COM KO	KO	7,876	$640.1k0.35%	0.35%	Reduced -13	-13 -0.2%
45	ISHARES TR SHRT NAT MUN ETF SUB	SUB	5,865	$624.4k0.34%	0.34%	Added +922	+922 18.6%
46	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,687	$624.4k0.34%	0.34%	Reduced -32	-32 -1.9%
47	ALPHABET INC CAP STK CL C GOOG	GOOG	1,620	$572.4k0.31%	0.31%	Reduced -1	-1 -0.1%
48	LOWES COS INC COM LOW	LOW	2,593	$571.8k0.31%	0.31%	Added +942	+942 57.1%
49	EXXON MOBIL CORP COM XOM	XOM	4,161	$568.9k0.31%	0.31%	Added +16	+16 0.4%
50	META PLATFORMS INC CL A META	META	966	$544.3k0.30%	0.30%	Added +162	+162 20.1%
51	BROADCOM INC COM AVGO	AVGO	1,379	$520.9k0.29%	0.29%	Reduced -4	-4 -0.3%
52	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	11,881	$512.5k0.28%	0.28%	Reduced -2.9k	-2,869 -19.4%
53	VISA INC COM CL A V	V	1,458	$500.1k0.27%	0.27%	Reduced -20	-20 -1.4%
54	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	9,777	$494.5k0.27%	0.27%	New
55	MICRON TECHNOLOGY INC COM MU	MU	416	$480.2k0.26%	0.26%	New
56	ISHARES TR HDG MSCI EAFE HEFA	HEFA	9,500	$445.8k0.24%	0.24%	Reduced -57	-57 -0.6%
57	ISHARES TR NATIONAL MUN ETF MUB	MUB	4,112	$442.5k0.24%	0.24%	Added +134	+134 3.4%
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	868	$434.4k0.24%	0.24%	Added +60	+60 7.4%
59	ADVANCED MICRO DEVICES INC COM AMD	AMD	735	$427.0k0.23%	0.23%	New
60	GE AEROSPACE COM NEW GE	GE	1,135	$424.2k0.23%	0.23%	Reduced -52	-52 -4.4%
61	UNITED RENTALS INC COM URI	URI	374	$423.7k0.23%	0.23%	Added +12	+12 3.3%
62	JPMORGAN CHASE & CO COM JPM	JPM	1,210	$395.9k0.22%	0.22%	Added +35	+35 3.0%
63	NRG ENERGY INC COM NEW NRG	NRG	2,661	$388.6k0.21%	0.21%	Added +146	+146 5.8%
64	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	8,469	$387.0k0.21%	0.21%	Reduced -756	-756 -8.2%
65	PHILIP MORRIS INTL INC COM PM	PM	1,971	$356.6k0.20%	0.20%	Added +43	+43 2.2%
66	CISCO SYS INC COM CSCO	CSCO	2,989	$351.1k0.19%	0.19%	Reduced -383	-383 -11.4%
67	SOUTHERN CO COM SO	SO	3,458	$331.0k0.18%	0.18%	Added +10	+10 0.3%
68	PROCTER AND GAMBLE CO COM PG	PG	2,232	$327.3k0.18%	0.18%	Reduced -34	-34 -1.5%
69	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	2,600	$324.4k0.18%	0.18%	Reduced -407	-407 -13.5%
70	GE VERNOVA INC COM GEV	GEV	273	$320.7k0.18%	0.18%	Added +1	+1 0.4%
71	WELLS FARGO CO NEW COM WFC	WFC	3,807	$314.6k0.17%	0.17%	Added +81	+81 2.2%
72	WALMART INC COM WMT	WMT	2,695	$305.2k0.17%	0.17%	Added +112	+112 4.3%
73	AT&T INC COM T	T	14,489	$299.9k0.16%	0.16%	Reduced -338	-338 -2.3%
74	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,426	$295.1k0.16%	0.16%	Unchanged
75	ISHARES TR RUS TP200 GR ETF IWY	IWY	995	$289.2k0.16%	0.16%	Unchanged
76	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,014	$286.0k0.16%	0.16%	New
77	MCDONALDS CORP COM MCD	MCD	1,056	$285.4k0.16%	0.16%	Added +17	+17 1.6%
78	PROGRESSIVE CORP COM PGR	PGR	1,287	$281.1k0.15%	0.15%	Added +5	+5 0.4%
79	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,286	$278.5k0.15%	0.15%	Added +4	+4 0.3%
80	NORFOLK SOUTHN CORP COM NSC	NSC	881	$277.2k0.15%	0.15%	Reduced -476	-476 -35.1%
81	ABBVIE INC COM ABBV	ABBV	1,028	$258.8k0.14%	0.14%	New
82	KLA CORP COM NEW KLAC	KLAC	850	$256.5k0.14%	0.14%	New
83	WASTE MGMT INC DEL COM WM	WM	1,096	$244.3k0.13%	0.13%	Reduced -12	-12 -1.1%
84	APPLIED MATLS INC COM AMAT	AMAT	327	$236.4k0.13%	0.13%	New
85	ISHARES TR S&P MC 400GR ETF IJK	IJK	1,934	$227.2k0.12%	0.12%	New
86	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,192	$224.2k0.12%	0.12%	New
87	VALERO ENERGY CORP COM VLO	VLO	859	$223.7k0.12%	0.12%	Reduced -6	-6 -0.7%
88	SONIDA SENIOR LIVING INC COM SNDA	SNDA	5,453	$222.5k0.12%	0.12%	Reduced -6.5k	-6,460 -54.2%
89	ISHARES TR CORE S&P MCP ETF IJH	IJH	2,876	$221.8k0.12%	0.12%	Reduced -244	-244 -7.8%
90	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	1,869	$220.6k0.12%	0.12%	New
91	NETFLIX INC COM NFLX	NFLX	3,060	$218.5k0.12%	0.12%	Added +142	+142 4.9%
92	ELI LILLY & CO COM LLY	LLY	180	$215.9k0.12%	0.12%	New
93	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	763	$214.7k0.12%	0.12%	New
94	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	7,248	$213.3k0.12%	0.12%	New
95	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	6,499	$206.1k0.11%	0.11%	Reduced -150	-150 -2.3%
96	TRUIST FINL CORP COM TFC	TFC	4,123	$205.4k0.11%	0.11%	New
97	ALTRIA GROUP INC COM MO	MO	2,803	$201.7k0.11%	0.11%	Reduced -458	-458 -14.0%
98	TORTOISE CAPITAL SERIES TRUS ENERGY FD TNGY	TNGY	16,579	$161.0k0.09%	0.09%	Reduced -2.1k	-2,119 -11.3%
99	BLUE RIDGE BANKSHARES INC VA COM BRBS	BRBS	10,080	$35.6k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FEDEX CORP FDX	FDX	1,301	$463.4k1.3k shares
PEPSICO INC PEP	PEP	1,498	$232.6k1.5k shares