Sherrill & Hutchins Financial Advisory

Latest statistics and disclosures from Sherrill & Hutchins Financial Advisory's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VONE, FBND, QGRO, AVUV, DFIS, and represent 89.44% of Sherrill & Hutchins Financial Advisory's stock portfolio.
  • Added to shares of these 10 stocks: DFIS (+$18M), QGRO, FBND, GOOGL, SPY, FLQM, LLY, VT, NEAR, RSP.
  • Started 5 new stock positions in GOOGL, SPY, VT, LLY, NEAR.
  • Reduced shares in these 3 stocks: AVUV, VONE, HD.
  • Sherrill & Hutchins Financial Advisory was a net buyer of stock by $24M.
  • Sherrill & Hutchins Financial Advisory has $209M in assets under management (AUM), dropping by 23.56%.
  • Central Index Key (CIK): 0002005607

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Portfolio Holdings for Sherrill & Hutchins Financial Advisory

Sherrill & Hutchins Financial Advisory holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 25.2 $53M 156k 338.72
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 20.5 $43M +4% 944k 45.50
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American Centy Etf Tr Us Quality Grow (QGRO) 17.2 $36M +14% 306k 118.05
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 17.2 $36M -5% 289k 124.76
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Dimensional Etf Trust Intl Small Cap E (DFIS) 9.2 $19M +1958% 551k 35.03
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 6.8 $14M +2% 246k 57.90
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.8 $1.7M 46k 36.06
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Home Depot (HD) 0.6 $1.2M -3% 3.3k 352.68
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $709k 1.0k 686.69
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $701k NEW 2.0k 357.38
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $668k 3.1k 212.77
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Pimco Etf Tr Active Bd Etf (BOND) 0.3 $525k 5.7k 92.21
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Metrocity Bankshares (MCBS) 0.2 $467k 13k 35.89
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $461k NEW 617.00 746.49
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $324k 7.4k 43.61
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Eli Lilly & Co. (LLY) 0.1 $258k NEW 215.00 1199.43
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AFLAC Incorporated (AFL) 0.1 $241k 2.1k 117.25
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $234k 3.0k 77.11
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $220k NEW 1.4k 156.95
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Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.1 $212k NEW 4.2k 50.66
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Past Filings by Sherrill & Hutchins Financial Advisory

SEC 13F filings are viewable for Sherrill & Hutchins Financial Advisory going back to 2023