Cannon Financial Strategists, Inc. - Portfolio overview

Cannon Financial Strategists, Inc. has 117 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. DFIC - DIMENSIONAL ETF TRUST, 16.06%
2. SLYV - SPDR SERIES TRUST, 12.47%
3. AVLV - AMERICAN CENTY ETF TR, 11.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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