Sherrill & Hutchins Financial Advisory, Inc Portfolio Stock Holdings
Sherrill & Hutchins Financial Advisory, Inc disclosed 15 stock positions valued at approximately $169.3 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 March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $169.3M
Holdings by Sector
Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VONE | Other | 27.46% | 157,505 | -2,601 | -1.62% | $46,482,996 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 24.40% | 905,462 | +8,868 | +0.99% | $41,312,517 |
| AMERICAN CENTY ETF TR | AVUV | Other | 19.97% | 306,117 | -6,241 | -2.00% | $33,816,788 |
| AMERICAN CENTY ETF TR | QGRO | Other | 16.62% | 267,827 | +267,827 | +100.00% | $28,129,840 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 7.82% | 241,098 | +14,018 | +6.17% | $13,243,493 |
| SCHWAB STRATEGIC TR | SCHK | Other | 0.86% | 46,316 | +134 | +0.29% | $1,451,074 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.66% | 3,375 | +1,632 | +93.63% | $1,110,107 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.53% | 26,752 | +26,752 | +100.00% | $900,740 |
| VANGUARD INDEX FDS | VOO | Other | 0.36% | 1,032 | - | - | $616,565 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.35% | 3,107 | - | - | $596,296 |
| PIMCO ETF TR | BOND | Other | 0.31% | 5,624 | +5,624 | +100.00% | $519,014 |
| METROCITY BANKSHARES INC | MCBS | Financial Services | 0.22% | 13,024 | -13,024 | -50.00% | $373,398 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.19% | 7,355 | +7,355 | +100.00% | $320,590 |
| AFLAC INC | AFL | Financial Services | 0.13% | 2,051 | -107 | -4.96% | $225,015 |
| ISHARES TR | IJH | Other | 0.12% | 3,030 | +3,030 | +100.00% | $204,616 |