Sherrill & Hutchins Financial Advisory, Inc

CIK 0002005607 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Sherrill & Hutchins Financial Advisory, Inc reported 20 positions worth $209.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VONE (25.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$209.2M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.3%
Est. Net Flow (Q)
2026 Q2
10 / 20 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VONEVANGUARD SCOTTSDALE FDSSH$52.8M25.23%155,798
2FBNDFIDELITY MERRIMACK STR TRSH$42.9M20.53%943,913
3QGROAMERICAN CENTY ETF TRSH$36.1M17.25%305,614
4AVUVAMERICAN CENTY ETF TRSH$36.0M17.22%288,668
5DFISDIMENSIONAL ETF TRUSTSH$19.3M9.22%550,660
6FLQMFRANKLIN TEMPLETON ETF TRSH$14.3M6.81%246,185
7SCHKSCHWAB STRATEGIC TRSH$1.7M0.80%46,325
8HDHOME DEPOT INCSH$1.2M0.55%3,271
9VOOVANGUARD INDEX FDSSH$708.7K0.34%1,032
10GOOGLALPHABET INCSH$700.5K0.34%1,960

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Sherrill & Hutchins Financial Advisory, Inc hold as of Q2 2026?

Sherrill & Hutchins Financial Advisory, Inc reported 20 positions worth $209.2M in its Q2 2026 13F filing. Largest positions: VONE (25.2%), FBND (20.5%), QGRO (17.2%), AVUV (17.2%) and DFIS (9.2%).

What did Sherrill & Hutchins Financial Advisory, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Sherrill & Hutchins Financial Advisory, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.