Cannon Financial Strategists, Inc.

CIK 0002031123 · ATHENS, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Cannon Financial Strategists, Inc. reported 133 positions worth $878.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFIC (15.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$878.5M
2026 Q2
Positions
133
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.7%
Est. Net Flow (Q)
2026 Q2
10 / 133 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFICDIMENSIONAL ETF TRUSTSH$134.3M15.28%3,603,650
2SLYVSPDR SERIES TRUSTSH$109.2M12.43%1,001,138
3SPYGSPDR SERIES TRUSTSH$108.8M12.38%914,234
4AVLVAMERICAN CENTY ETF TRSH$103.1M11.74%1,130,339
5BIVVANGUARD BD INDEX FDSSH$53.4M6.08%696,561
6VUGVANGUARD INDEX FDSSH$34.1M3.88%395,858
7SPIPSPDR SERIES TRUSTSH$31.6M3.59%1,228,789
8AVEMAMERICAN CENTY ETF TRSH$31.0M3.53%321,733
9VTIVANGUARD INDEX FDSSH$26.5M3.01%71,573
10AVDEAMERICAN CENTY ETF TRSH$24.1M2.74%269,845

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cannon Financial Strategists, Inc. hold as of Q2 2026?

Cannon Financial Strategists, Inc. reported 133 positions worth $878.5M in its Q2 2026 13F filing. Largest positions: DFIC (15.3%), SLYV (12.4%), SPYG (12.4%), AVLV (11.7%) and BIV (6.1%).

What did Cannon Financial Strategists, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cannon Financial Strategists, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.