Sherrill & Hutchins Financial Advisory, Inc Portfolio Stock Holdings
Sherrill & Hutchins Financial Advisory, Inc disclosed 20 stock positions valued at approximately $209.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, FIDELITY MERRIMACK STR TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $209.2M
Holdings by Sector
Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings in Q2 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONE | Other | 25.23% | 155,798 | -1,707 | -1.08% | $52,771,931 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 20.53% | 943,913 | +38,451 | +4.25% | $42,943,767 |
| AMERICAN CENTY ETF TR | QGRO | Other | 17.25% | 305,614 | +37,787 | +14.11% | $36,077,699 |
| AMERICAN CENTY ETF TR | AVUV | Other | 17.22% | 288,668 | -17,449 | -5.70% | $36,014,247 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 9.22% | 550,660 | +523,908 | +1958.39% | $19,289,616 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 6.81% | 246,185 | +5,087 | +2.11% | $14,254,479 |
| SCHWAB STRATEGIC TR | SCHK | Other | 0.80% | 46,325 | +9 | +0.02% | $1,670,476 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.55% | 3,271 | -104 | -3.08% | $1,153,618 |
| VANGUARD INDEX FDS | VOO | Other | 0.34% | 1,032 | - | - | $708,665 |
| ALPHABET INC | GOOGL | Communication Services | 0.33% | 1,960 | +1,960 | +100.00% | $700,464 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.32% | 3,141 | +34 | +1.09% | $668,312 |
| PIMCO ETF TR | BOND | Other | 0.25% | 5,695 | +71 | +1.26% | $525,141 |
| METROCITY BANKSHARES INC | MCBS | Financial Services | 0.22% | 13,024 | - | - | $467,431 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 617 | +617 | +100.00% | $460,586 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.16% | 7,438 | +83 | +1.13% | $324,388 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 215 | - | - | $257,877 |
| AFLAC INC | AFL | Financial Services | 0.11% | 2,051 | - | - | $240,480 |
| ISHARES TR | IJH | Other | 0.11% | 3,030 | - | - | $233,643 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.11% | 1,404 | +1,404 | +100.00% | $220,358 |
| ISHARES U S ETF TR | NEAR | Other | 0.10% | 4,192 | +4,192 | +100.00% | $212,366 |