StockDriftsStockDriftsTop 20 Sherrill & Hutchins Financial Advisory, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 25.23% | 155.8K | $52.8M | -1.08%(-1.71K) | $207.19(+69.11%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 20.53% | 943.9K | $42.9M | +4.25%(+38.45K) | $44.98(-0.12%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 17.25% | 305.6K | $36.1M | +14.11%(+37.79K) | $109.77(+8.14%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 17.22% | 288.7K | $36.0M | -5.70%(-17.45K) | $84.30(+51.20%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 9.22% | 550.7K | $19.3M | +1958.39%(+523.91K) | $33.81(+10.03%) | 2026-06-30 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 6.81% | 246.2K | $14.3M | +2.11%(+5.09K) | $54.22(+13.49%) | 2026-06-30 | |
| SCHK | SCHWAB STRATEGIC TR | 0.8% | 46.3K | $1.7M | +0.02%(+9) | $23.75(+57.41%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 0.55% | 3.3K | $1.2M | -3.08%(-104) | $330.94(+7.22%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 0.34% | 1.0K | $709K | +0.00%(+0) | $480.52(+47.97%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 0.33% | 2.0K | $700K | new | $315.43(+11.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.78% |
Sherrill & Hutchins Financial Advisory, Inc reports $209.20M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are VONE (25.2%), FBND (20.5%) and QGRO (17.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +30.55% cumulatively over 10 quarters. 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 Sherrill & Hutchins Financial Advisory, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005607). View Sherrill & Hutchins Financial Advisory, Inc’s 13F filings on SEC