§ 13F · FUND PROFILE
Cannon Financial Strategists, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $699M (13F)Positions · 104Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 3.46M | $123M | 16.1% | ±0% |
| 2 | SLYV | SPDR SERIES TRUST | 1.01M | $95M | 12.5% | +1% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.13M | $91M | 12.0% | +4% |
| 4 | SPYG | SPDR SERIES TRUST | 884K | $87M | 11.4% | +8% |
| 5 | BIV | VANGUARD BD INDEX FDS | 657K | $51M | 6.7% | +10% |
| 6 | SPIP | SPDR SERIES TRUST | 1.15M | $30M | 3.9% | +10% |
| 7 | VUG | VANGUARD INDEX FDS | 66K | $29M | 3.8% | +3% |
| 8 | AVEM | AMERICAN CENTY ETF TR | 336K | $27M | 3.6% | −3% |
| 9 | VTI | VANGUARD INDEX FDS | 70K | $23M | 3.0% | ±0% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 262K | $22M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CANNON SIGNAL
AC read
Cannon Financial Strategists, Inc. is a Other fund managing $699 million in assets. The fund runs a portfolio of 104 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed