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 51–100 of 100
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 29K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 7K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 11K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 14K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| AER | AERCAP HOLDINGS NV | 3K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 9K | $100K–$500K | SH |
| SUB | ISHARES TR | 4K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 348 | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| HSY | HERSHEY CO | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| IWV | ISHARES TR | 723 | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| EMHC | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 781 | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| LOW | LOWES COS INC | 947 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 210 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 259 | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| TRMK | TRUSTMARK CORP | 5K | $100K–$500K | SH |
| BEAT | HEARTBEAM INC | 73K | $100K–$500K | SH |
| SGC | SUPERIOR GROUP OF CO INC | 12K | $100K–$500K | SH |
| MPT | MEDICAL PPTYS TRUST INC | 20K | $100K–$500K | SH |