§ 13F · FUND PROFILE
Sherrill & Hutchins Financial Advisory, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138M (13F)Positions · 12Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M 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 APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | 158K | $46M | 27.5% | −2% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 905K | $41M | 24.4% | +1% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 306K | $34M | 20.0% | −2% |
| 4 | QGRO | AMERICAN CENTY ETF TR | 268K | $28M | 16.6% | NEW |
| 5 | FLQM | FRANKLIN TEMPLETON ETF TR | 241K | $13M | 7.8% | +6% |
| 6 | SCHK | SCHWAB STRATEGIC TR | 46K | $1M | 0.9% | ±0% |
| 7 | HD | HOME DEPOT INC | 3K | $1M | 0.7% | +94% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 27K | $901K | 0.5% | NEW |
| 9 | VOO | VANGUARD INDEX FDS | 1K | $617K | 0.4% | ±0% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 3K | $596K | 0.4% | ±0% |
§ 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 $138 million in assets. The fund runs a focused portfolio of just 12 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