StockDriftsStockDriftsTop 19 Sherrill & Hutchins Financial Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 25.45% | 152.9K | $52.6M | -1.83%(-2.85K) | $207.19(+66.95%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 20.31% | 969.6K | $42.0M | +2.72%(+25.69K) | $44.96(-2.85%) | 2026-09-30 | |
| QGRO | AMERICAN CENTY ETF TR | 17.72% | 312.6K | $36.6M | +2.28%(+6.97K) | $109.95(+5.77%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 16.06% | 282.0K | $33.2M | -2.30%(-6.64K) | $84.30(+41.96%) | 2026-09-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 10.21% | 582.5K | $21.1M | +5.78%(+31.81K) | $33.91(+5.59%) | 2026-09-30 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 6.87% | 247.2K | $14.2M | +0.40%(+993) | $54.23(+10.89%) | 2026-09-30 | |
| SCHK | SCHWAB STRATEGIC TR | 0.82% | 46.1K | $1.7M | -0.57%(-262) | $23.75(+54.96%) | 2026-09-30 | |
| HD | HOME DEPOT INC | 0.45% | 3.3K | $932K | +0.18%(+6) | $330.91(-6.36%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 0.35% | 1.0K | $723K | +0.00%(+0) | $480.52(+46.63%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 0.32% | 3.2K | $657K | +0.54%(+17) | $167.75(+27.21%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.71% |
Sherrill & Hutchins Financial Advisory INC reports $206.76M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are VONE (25.4%), FBND (20.3%) and QGRO (17.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +28.51% cumulatively over 11 quarters. Figures reflect the Q3 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