StockDriftsStockDriftsTop 50 Cannon Financial Strategists, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 15.28% | 3.60M | $134.3M | +4.29%(+148.18K) | $25.25(+55.73%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 12.43% | 1.00M | $109.2M | -0.69%(-6.92K) | $64.38(+73.06%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 12.38% | 914.2K | $108.8M | +3.48%(+30.73K) | $53.21(+130.93%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 11.74% | 1.13M | $103.1M | +0.02%(+228) | $56.18(+69.14%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.08% | 696.6K | $53.4M | +5.95%(+39.09K) | $82.70(-8.66%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.88% | 395.9K | $34.1M | +0.32%(+1.27K) | $35.82(+148.94%) | 2026-06-30 | |
| SPIP | SPDR SERIES TRUST | 3.59% | 1.23M | $31.6M | +6.60%(+76.07K) | $27.42(-8.59%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.53% | 321.7K | $31.0M | -4.20%(-14.09K) | $54.79(+70.95%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.01% | 71.6K | $26.5M | +1.64%(+1.16K) | $183.30(+109.14%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.74% | 269.8K | $24.1M | +2.93%(+7.69K) | $54.39(+73.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.56% | +50.35% | +6.82% | +39.09% |
| Top 20 Holdings Unweighted | +11.49% | +38.60% | +4.98% | +27.48% |
Cannon Financial Strategists, Inc. reports $878.51M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are DFIC (15.3%), SLYV (12.4%) and SPYG (12.4%). The top 20 holdings account for 87.44% of reported assets. Its disclosed equity book has returned +50.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cannon Financial Strategists, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031123). View Cannon Financial Strategists, Inc.’s 13F filings on SEC