Sherrill & Hutchins Financial Advisory, Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Sherrill & Hutchins Financial Advisory, Inc disclosed 19 stock positions valued at approximately $206.76M as of quarter-end September 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, FIDELITY MERRIMACK STR TR, and AMERICAN CENTY ETF TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $206.76M
Holdings by Sector
Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONE | Other | 25.45% | 152,949 | -2,849 | -1.83% | $52,614,411 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 20.31% | 969,603 | +25,690 | +2.72% | $41,989,013 |
| AMERICAN CENTY ETF TR | QGRO | Other | 17.72% | 312,589 | +6,975 | +2.28% | $36,644,780 |
| AMERICAN CENTY ETF TR | AVUV | Other | 16.06% | 282,028 | -6,640 | -2.30% | $33,214,382 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 10.21% | 582,466 | +31,806 | +5.78% | $21,102,740 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 6.87% | 247,178 | +993 | +0.40% | $14,197,885 |
| SCHWAB STRATEGIC TR | SCHK | Other | 0.82% | 46,063 | -262 | -0.57% | $1,688,683 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.45% | 3,277 | +6 | +0.18% | $932,362 |
| VANGUARD INDEX FDS | VOO | Other | 0.35% | 1,032 | - | - | $723,162 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.32% | 3,158 | +17 | +0.54% | $656,928 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 1,665 | -295 | -15.05% | $572,913 |
| PIMCO ETF TR | BOND | Other | 0.24% | 5,770 | +75 | +1.32% | $501,926 |
| METROCITY BANKSHARES INC | MCBS | Financial Services | 0.22% | 13,024 | - | - | $446,463 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.15% | 7,526 | +88 | +1.18% | $310,587 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 215 | - | - | $248,772 |
| ISHARES TR | IJH | Other | 0.12% | 3,452 | +422 | +13.93% | $248,384 |
| AFLAC INC | AFL | Financial Services | 0.11% | 2,051 | - | - | $229,261 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.11% | 1,404 | - | - | $221,621 |
| ISHARES U S ETF TR | NEAR | Other | 0.10% | 4,237 | +45 | +1.07% | $211,266 |
Showing 19 of 19 holdings in the latest reporting period.