Sherrill & Hutchins Financial Advisory, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Sherrill & Hutchins Financial Advisory, Inc disclosed 20 stock positions valued at approximately $209.20M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, FIDELITY MERRIMACK STR TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $209.20M
Holdings by Sector
Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings in Q2 2026
| 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 |
Showing 20 of 20 holdings in the latest reporting period.