0001951757-23-000252.txt : 20230504 0001951757-23-000252.hdr.sgml : 20230504 20230504142750 ACCESSION NUMBER: 0001951757-23-000252 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cadence Wealth Management LLC CENTRAL INDEX KEY: 0001845250 IRS NUMBER: 273251882 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21233 FILM NUMBER: 23887964 BUSINESS ADDRESS: STREET 1: 1800 WEST PARK DRIVE SUITE 330 CITY: WESTBOROUGH STATE: MA ZIP: 01581 BUSINESS PHONE: 5088980400 MAIL ADDRESS: STREET 1: 1800 WEST PARK DRIVE SUITE 330 CITY: WESTBOROUGH STATE: MA ZIP: 01581 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001845250 XXXXXXXX 03-31-2023 03-31-2023 Cadence Wealth Management LLC

1800 WEST PARK DRIVE SUITE 330 WESTBOROUGH MA 01581

13F HOLDINGS REPORT 028-21233 N THOMAS SHIFFER 5088980400 THOMAS SHIFFER WESTBOROUGH MA 05-04-2023 0 31 98209242 false INFORMATION TABLE 2 F_13F_Cadence_Q12023.xml AGNICO EAGLE MINES LTD COM 008474108 503482 9878 SH SOLE 0 0 9878 APPLE INC COM 037833100 612866 3717 SH SOLE 0 0 3717 BHP GROUP LTD SPONSORED ADS 088606108 243685 3843 SH SOLE 0 0 3843 BOSTON SCIENTIFIC CORP COM 101137107 294677 5890 SH SOLE 0 0 5890 CVS HEALTH CORP COM 126650100 341752 4599 SH SOLE 0 0 4599 CANADIAN NAT RES LTD COM 136385101 248577 4491 SH SOLE 0 0 4491 INTEL CORP COM 458140100 268342 8214 SH SOLE 0 0 8214 ISHARES TR MSCI EMG MKT ETF 464287234 4662810 118165 SH SOLE 0 0 118165 ISHARES TR 20 YR TR BD ETF 464287432 30834247 289877 SH SOLE 0 0 289877 KINROSS GOLD CORP COM 496902404 254246 53980 SH SOLE 0 0 53980 NEWMONT CORP COM 651639106 393703 8031 SH SOLE 0 0 8031 PAN AMERN SILVER CORP COM 697900108 540212 29682 SH SOLE 0 0 29682 PIONEER NAT RES CO COM 723787107 236918 1160 SH SOLE 0 0 1160 RIO TINTO PLC SPONSORED ADR 767204100 437462 6377 SH SOLE 0 0 6377 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 443190 6758 SH SOLE 0 0 6758 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 352156 14362 SH SOLE 0 0 14362 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 399121 11469 SH SOLE 0 0 11469 STEEL DYNAMICS INC COM 858119100 220693 1952 SH SOLE 0 0 1952 TOMPKINS FINL CORP COM 890110109 1137819 17185 SH SOLE 0 0 17185 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4648396 86935 SH SOLE 0 0 86935 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1402238 10459 SH SOLE 0 0 10459 B2GOLD CORP COM 11777Q209 240742 61102 SH SOLE 0 0 61102 EVERSOURCE ENERGY COM 30040W108 238082 3042 SH SOLE 0 0 3042 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 50927 11470 SH SOLE 0 0 11470 META PLATFORMS INC CL A 30303M102 421169 1987 SH SOLE 0 0 1987 ISHARES SILVER TR ISHARES 46428Q109 17943921 811208 SH SOLE 0 0 811208 NUTRIEN LTD COM 67077M108 315635 4274 SH SOLE 0 0 4274 SPDR GOLD TR GOLD SHS 78463V107 17777104 97026 SH SOLE 0 0 97026 SELECT SECTOR SPDR TR ENERGY 81369Y506 6348851 76649 SH SOLE 0 0 76649 SOUTHERN COPPER CORP COM 84265V105 241789 3171 SH SOLE 0 0 3171 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 6154430 325459 SH SOLE 0 0 325459