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Cannon Wealth Management Services, LLC
RIA/Wealth
Cannon Wealth Management Services, LLC is a RIA/Wealth based in Salt Lake City, UT led by Raymond Hugh Wilcox, reporting $213.1M in AUM as of Q3 2025 with 77% ETF concentration and 54% concentrated in top 10 holdings.
CEORaymond Hugh Wilcox
- Portfolio Value
- $131.7M
- Positions
- 81
- Top Holding
- SPLG at 9.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cannon Wealth Management Services, LLC's portfolio (54% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.8M | 9.68% | -$23.7K Sold | — 162.8K shares | |
ETF ETF | $9.1M | 6.89% | +$262.8K Bought | — 229.5K shares | |
ETF ETF | $8.9M | 6.76% | +$763.1K Bought | — 187.3K shares | |
ETF ETF | $7.4M | 5.64% | -$56.3K Sold | — 134.3K shares | |
ETF ETF | $6.9M | 5.21% | +$87.2K Bought | — 160.6K shares | |
ETF ETF | $6.0M | 4.53% | +$238.7K Bought | — 224.4K shares | |
ETF ETF | $5.4M | 4.07% | -$198.8K Sold | — 182.8K shares | |
ETF ETF | $5.1M | 3.89% | -$307.8K Sold | — 169.3K shares | |
ETF ETF | $4.9M | 3.69% | +$306.2K Bought | — 46.5K shares | |
ETF ETF | $4.8M | 3.67% | +$67.9K Bought | — 34.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cannon Wealth Management Services, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-34.55% |
Analytics
Portfolio insights and performance metrics for Cannon Wealth Management Services, LLC
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