Cadence Wealth Management LLC

RIA/Wealth

Cadence Wealth Management LLC is a RIA/Wealth based in Westborough, MA led by Thomas Garth Shiffer, reporting $305.4M in AUM as of Q3 2025 with 62% ETF concentration, 79% concentrated in top 10 holdings, and 24% allocation to TLT.

Managing PartnerThomas Garth Shiffer

Portfolio Value: $189.4M
Positions: 57
Top Holding: TLT at 23.5%
Last Reported: Q3 2025

Address1800 West Park Drive, Suite 330, Westborough, MA, 01581, United States

Top Holdings

Largest long holdings in Cadence Wealth Management LLC's portfolio (78.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares 20+ Year Treasury Bond TLT	ETF ETF	$44.5M	23.50%	+$1.8M Bought	— 498.2K shares	Q1 2021 Held for 4y 8m
2 SLV iShares Silver Trust SLV	Unknown Unknown	$24.0M	12.67%	-$6.7M Sold	— 566.3K shares	Q4 2022 Held for 2y 11m
3 SPDR S&P Oil & Gas Exploration & Production ETF XOP	ETF ETF	$18.7M	9.89%	+$15.4M Bought	— 141.7K shares	Q1 2024 Held for 1y 8m
4 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$14.1M	7.46%	+$2.3M Bought	— 146.5K shares	Q4 2024 Held for 11 months
5 GLD SPDR Gold Trust GLD	Unknown Unknown	$13.3M	7.00%	+$190.9K Bought	— 37.3K shares	Q4 2022 Held for 2y 11m
6 Sprott Physical Gold and Silver Trust CEF	Unknown Unknown	$9.7M	5.15%	-$104.1K Sold	— 265.7K shares	Q4 2022 Held for 2y 11m
7 Energy Select Sector SPDR Fund XLE	ETF ETF	$7.7M	4.08%	+$343.1K Bought	— 86.6K shares	Q1 2021 Held for 4y 8m
8 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$6.1M	3.20%	+$519.7K Bought	— 208.2K shares	Q1 2021 Held for 4y 8m
9 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$5.5M	2.92%	+$5.5M New	— 66.6K shares	Q3 2025 Held for 2 months
10 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$5.0M	2.65%	+$105.0K Bought	— 70.2K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cadence Wealth Management LLC's latest filing

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Market Value

$189.4M

Prior: $149.3M

Q/Q Change

+26.85%

+$40.1M

Net Flows % of MV

+11.47%

Turnover Ratio

11.18%

New Purchases

7 stocks

$10.2M

Added To

32 stocks

+$21.7M

Sold Out Of

1 stocks

$141.9K

Reduced Holdings

12 stocks

-$10.1M

Increased Positions

Position	Shares Δ	Change
1 iShares 1-3 Year Treasury Bond SHY	New	0 → 66.6K +$5.5M
2 Vanguard World Funds Extended Duration EDV	New	0 → 44.9K +$3.1M
3 Diamondback Energy FANG	New	0 → 3.6K +$517.0K
4 Vanguard S&P 500 ETF VOO	New	0 → 738.0 +$451.8K
5 Power Solutions International, Inc. PSIX	New	0 → 2.5K +$245.6K

Decreased Positions

Position	Shares Δ	Change
1 DBO Invesco DB Oil Fund DBO	Sold	10.7K → 0 −$141.9K
2 Vanguard Mid-Cap Value VOE	-53.18%	6.4K → 3.0K −$590.5K
3 Vanguard Total Stock Market VTI	-49.08%	2.0K → 1.0K −$325.2K
4 Pan American Silver PAAS	-30.91%	43.8K → 30.2K −$523.9K
5 Barnes Group B	-29.67%	53.4K → 37.6K −$519.1K