Cannon Financial Strategists, Inc.
Q3 2026 13F filing
Updated 17 days ago136 disclosed positions worth $884.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $136.6M | 3.63M | 15.44% | Added(+0.8%) |
| 2 | S SPDR SERIES TRUST | $113.4M | 921.4K | 12.82% | Added(+0.8%) |
| 3 | ? N/A AMERICAN CENTY ETF TR | $102.1M | 1.13M | 11.54% | Trimmed(-0.1%) |
| 4 | S SPDR SERIES TRUST | $100.8M | 987.0K | 11.40% | Trimmed(-1.4%) |
| 5 | V VANGUARD BD INDEX FDS | $54.4M | 747.0K | 6.15% | Added(+7.2%) |
| 6 | V VANGUARD INDEX FDS | $35.5M | 393.5K | 4.01% | Trimmed(-0.6%) |
| 7 | S SPDR SERIES TRUST | $31.9M | 1.31M | 3.61% | Added(+6.7%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $30.7M | 326.9K | 3.47% | Added(+1.6%) |
| 9 | V VANGUARD INDEX FDS | $26.8M | 71.6K | 3.03% | Added(+0.1%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $24.4M | 271.2K | 2.76% | Added(+0.5%) |
| 11 | C CAPITAL GRP FIXED INCM ETF T | $23.6M | 945.1K | 2.67% | Added(+40.7%) |
| 12 | E ISHARES TR | $18.4M | 202.5K | 2.08% | Added(+2.4%) |
| 13 | V VANGUARD ADMIRAL FDS INC | $15.9M | 144.9K | 1.80% | Trimmed(-0.7%) |
| 14 | E ISHARES TR | $13.1M | 212.8K | 1.48% | Added(+0.2%) |
| 15 | C CAPITAL GRP FIXED INCM ETF T | $10.6M | 407.0K | 1.19% | Added(+33.1%) |
| 16 | S SPDR SERIES TRUST | $8.9M | 96.6K | 1.00% | Added(+0.4%) |
| 17 | E ISHARES TR | $8.2M | 161.7K | 0.92% | Trimmed(-13.3%) |
| 18 | V VANGUARD INDEX FDS | $8M | 34.8K | 0.91% | Added(+0.7%) |
| 19 | C CAPITAL GRP FIXED INCM ETF T | $6.7M | 260.1K | 0.76% | Added(+90.0%) |
| 20 | E ISHARES TR | $4.9M | 103.8K | 0.55% | Added(+0.6%) |
| 21 | K COCA COLA CO | $4.8M | 55.2K | 0.54% | Unchanged |
| 22 | E ISHARES TR | $4.4M | 43.2K | 0.49% | Added(+70.5%) |
| 23 | T THORNBURG ETF TR | $4M | 161.6K | 0.45% | Added(+5.6%) |
| 24 | E ISHARES TR | $3.7M | 18.5K | 0.41% | Trimmed(-2.0%) |
| 25 | M MICROSOFT CORP | $3.5M | 6.8K | 0.40% | Unchanged |
| 26 | E ISHARES TR | $3.4M | 4.4K | 0.38% | Added(+1.8%) |
| 27 | V VANGUARD INDEX FDS | $3M | 4.2K | 0.33% | Added(+0.1%) |
| 28 | N DIMENSIONAL ETF TRUST | $2.9M | 72.7K | 0.32% | Added(+5.8%) |
| 29 | D DIMENSIONAL ETF TRUST | $2.8M | 74.4K | 0.31% | Trimmed(-31.9%) |
| 30 | E ISHARES TR | $2.6M | 20.6K | 0.29% | Added(+3.5%) |
| 31 | ? N/A CAPITAL GRP FIXED INCM ETF T | $2.5M | 100.8K | 0.29% | Trimmed(-9.3%) |
| 32 | B ISHARES TR | $2.4M | 23.2K | 0.27% | Trimmed(-9.2%) |
| 33 | B BERKSHIRE HATHAWAY INC DEL | $2.4M | 4.8K | 0.27% | Unchanged |
| 34 | S STATE STR SPDR S&P 500 ETF T | $2.3M | 3.0K | 0.26% | Added(+0.2%) |
| 35 | F FIRST TR EXCHNG TRADED FD VI | $2.2M | 54.2K | 0.25% | Trimmed(-25.1%) |
| 36 | A ABBVIE INC | $2.2M | 8.4K | 0.25% | Unchanged |
| 37 | E ISHARES TR | $2.2M | 18.0K | 0.24% | Trimmed(-5.0%) |
| 38 | V VANGUARD STAR FDS | $1.9M | 22.8K | 0.22% | Trimmed(-0.2%) |
| 39 | E ISHARES TR | $1.8M | 44.2K | 0.21% | Trimmed(-38.9%) |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 42.6K | 0.19% | Trimmed(-8.9%) |
| 41 | V VANGUARD MUN BD FDS | $1.6M | 34.5K | 0.18% | Trimmed(-45.0%) |
| 42 | V VANGUARD TAX-MANAGED FDS | $1.6M | 22.5K | 0.18% | Added(+0.1%) |
| 43 | S SOUTHERN CO | $1.6M | 19.0K | 0.18% | Added(+11.3%) |
| 44 | A APPLE INC | $1.6M | 4.7K | 0.18% | Trimmed(-3.8%) |
| 45 | J ISHARES TR | $1.5M | 63.5K | 0.16% | Unchanged |
| 46 | E ISHARES TR | $1.5M | 65.1K | 0.16% | Added(+0.1%) |
| 47 | E ISHARES TR | $1.4M | 58.9K | 0.16% | Unchanged |
| 48 | ? N/A AMERICAN CENTY ETF TR | $1.4M | 16.6K | 0.16% | — |
| 49 | S SPDR INDEX SHS FDS | $1.2M | 24.5K | 0.14% | Added(+0.5%) |
| 50 | V VANGUARD INDEX FDS | $1.2M | 5.4K | 0.13% | Trimmed(-3.8%) |