CIK 2031123
Cannon Financial Strategists, Inc.
Institutional 13F holdings & portfolio
Holdings
100
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 100
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 3.5M | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 1.0M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 819K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 1.1M | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 597K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 64K | $1M+ | SH |
| SPIP | SPDR SERIES TRUST | 1.0M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 345K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 70K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 257K | $1M+ | SH |
| EMB | ISHARES TR | 182K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 150K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 510K | $1M+ | SH |
| USRT | ISHARES TR | 204K | $1M+ | SH |
| ICSH | ISHARES TR | 213K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 88K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| ISTB | ISHARES TR | 84K | $1M+ | SH |
| KO | COCA COLA CO | 58K | $1M+ | SH |
| MUB | ISHARES TR | 29K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 67K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 53K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| VLUE | ISHARES TR | 19K | $1M+ | SH |
| IWF | ISHARES TR | 5K | $1M+ | SH |
| EFG | ISHARES TR | 19K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| TIP | ISHARES TR | 16K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 22K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 50K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| IBTH | ISHARES TR | 64K | $1M+ | SH |
| IBTG | ISHARES TR | 63K | $1M+ | SH |
| IBDS | ISHARES TR | 58K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| SCHJ | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| SO | SOUTHERN CO | 15K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 20K | $1M+ | SH |
| IMTB | ISHARES TR | 26K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| RYTM | RHYTHM PHARMACEUTICALS INC | 10K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 18K | $500K+ | SH |
| IBDR | ISHARES TR | 40K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |