Sherrill & Hutchins Financial Advisory, Inc
13F Reported Value
ⓘ$169.3M
Holdings
15
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sherrill & Hutchins Financial Advisory, Inc disclosed 15 positions worth $169.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 3 and a full exit from $TSLA. The portfolio is most concentrated in Other (98.6% of disclosed assets). All figures are sourced directly from Sherrill & Hutchins Financial Advisory, Inc’s Form 13F-HR filing with the SEC under CIK 2005607.
AI Fund Analysis
Stable
$HDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD SCOTTSDALE FDS
—Quality
$46.5M157,505 shFIDELITY MERRIMACK STR TR
—Quality
$41.3M905,462 shAMERICAN CENTY ETF TR
—Quality
$33.8M306,117 shAMERICAN CENTY ETF TR
—Quality
$28.1M267,827 shFRANKLIN TEMPLETON ETF TR
—Quality
$13.2M241,098 shSCHWAB STRATEGIC TR
—Quality
$1.5M46,316 sh- 69.2
Quality
$1.1M3,375 sh DIMENSIONAL ETF TRUST
—Quality
$900.7K26,752 shVANGUARD INDEX FDS
—Quality
$616.6K1,032 sh- —
Quality
$596.3K3,107 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $46.5M | 157,505 |
| FIDELITY MERRIMACK STR TR | — | $41.3M | 905,462 |
| AMERICAN CENTY ETF TR | — | $33.8M | 306,117 |
| AMERICAN CENTY ETF TR | — | $28.1M | 267,827 |
| FRANKLIN TEMPLETON ETF TR | — | $13.2M | 241,098 |
| SCHWAB STRATEGIC TR | — | $1.5M | 46,316 |
| HOME DEPOT, INC.$HD | 69.2 | $1.1M | 3,375 |
| DIMENSIONAL ETF TRUST | — | $900.7K | 26,752 |
| VANGUARD INDEX FDS | — | $616.6K | 1,032 |
 Invesco Ltd.$IVZ | — | $596.3K | 3,107 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sherrill & Hutchins Financial Advisory, Inc's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Other
$167.0M
Financials
$1.2M
Consumer Discretionary
$1.1M
Full Holdings — Sherrill & Hutchins Financial Advisory, Inc (Q1 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS | $46.5M | 27.5% | -2% | — |
| 2 | — | FIDELITY MERRIMACK STR TR | $41.3M | 24.4% | +1% | — |
| 3 | — | AMERICAN CENTY ETF TR | $33.8M | 20.0% | -2% | — |
| 4 | — | AMERICAN CENTY ETF TR | $28.1M | 16.6% | -14% | — |
| 5 | — | FRANKLIN TEMPLETON ETF TR | $13.2M | 7.8% | +6% | — |
| 6 | — | SCHWAB STRATEGIC TR | $1.5M | 0.9% | +0% | — |
| 7 | $HD | HOME DEPOT, INC. | $1.1M | 0.7% | +94% | 69.2 |
| 8 | — | DIMENSIONAL ETF TRUST | $900,740 | 0.5% | NEW | — |
| 9 | — | VANGUARD INDEX FDS | $616,565 | 0.4% | +0% | — |
| 10 | $IVZ | Invesco Ltd. | $596,296 | 0.3% | +0% | — |
| 11 | — | PIMCO ETF TR | $519,014 | 0.3% | NEW | — |
| 12 |  $MCBS | MetroCity Bankshares, Inc. | $373,398 | 0.2% | -50% | — |
| 13 | — | FIRST TR EXCHNG TRADED FD VI | $320,590 | 0.2% | NEW | — |
| 14 |  $AFL | AFLAC INC | $225,015 | 0.1% | -5% | 60.3 |
| 15 | — | ISHARES TR | $204,616 | 0.1% | NEW | — |
New Positions (4)
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AI-Powered Hedge Fund Analysis: Sherrill & Hutchins Financial Advisory, Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Sherrill & Hutchins Financial Advisory, Inc (SEC CIK: 2005607), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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