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, AVUV, QGRO, FLQM, and represent 96.27% of Sherrill & Hutchins Financial Advisory's stock portfolio.
  • Added to shares of these 9 stocks: QGRO (+$28M), DFIS, FLQM, HD, BOND, FBND, FIXD, IJH, SCHK.
  • Started 5 new stock positions in BOND, DFIS, FIXD, IJH, QGRO.
  • Reduced shares in these 7 stocks: VONE, AVUV, , JNJ, MCBS, LLY, AFL.
  • Sold out of its positions in JNJ, LLY, TSLA.
  • Sherrill & Hutchins Financial Advisory was a net buyer of stock by $29M.
  • Sherrill & Hutchins Financial Advisory has $169M in assets under management (AUM), dropping by 20.04%.
  • Central Index Key (CIK): 0002005607

Tip: Access up to 7 years of quarterly data

Positions held by Sherrill & Hutchins Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sherrill & Hutchins Financial Advisory

Sherrill & Hutchins Financial Advisory holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 27.5 $47M 158k 295.12
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 24.4 $41M 906k 45.63
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 20.0 $34M 306k 110.47
 View chart
American Centy Etf Tr Us Quality Grow (QGRO) 16.6 $28M NEW 268k 105.03
 View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 7.8 $13M +6% 241k 54.93
 View chart
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.9 $1.5M 46k 31.33
 View chart
Home Depot (HD) 0.7 $1.1M +93% 3.4k 328.92
 View chart
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.5 $901k NEW 27k 33.67
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $617k 1.0k 597.45
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $596k 3.1k 191.92
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $519k NEW 5.6k 92.29
 View chart
Metrocity Bankshares (MCBS) 0.2 $373k -50% 13k 28.67
 View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $321k NEW 7.4k 43.59
 View chart
AFLAC Incorporated (AFL) 0.1 $225k -4% 2.1k 109.71
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $205k NEW 3.0k 67.53
 View chart

Past Filings by Sherrill & Hutchins Financial Advisory

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