§ 13F · FUND PROFILE
Sherrill & Hutchins Financial Advisory, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $128.7T (13F)Positions · 12Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$231.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | 160K | $49.5T | 35.1% | −1% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 897K | $41.3T | 29.3% | +2% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 312K | $31.9T | 22.6% | ±0% |
| 4 | FLQM | FRANKLIN TEMPLETON ETF TR | 227K | $12.8T | 9.1% | +9% |
| 5 | SCHK | SCHWAB STRATEGIC TR | 46K | $1.5T | 1.1% | ±0% |
| 6 | MCBS | METROCITY BANKSHARES INC | 26K | $691.3B | 0.5% | ±0% |
| 7 | TSLA | TESLA INC | 2K | $681.3B | 0.5% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 1K | $647.1B | 0.5% | ±0% |
| 9 | HD | HOME DEPOT INC | 2K | $599.6B | 0.4% | ±0% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 3K | $595.2B | 0.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHERRILL SIGNAL
AC read
Sherrill & Hutchins Financial Advisory, Inc is a Other fund managing $128675.0 trillion in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed