Sherrill & Hutchins Financial Advisory, Inc

Portfolio Overview

Sherrill & Hutchins Financial Advisory, Inc disclosed 20 positions worth $209.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $GOOG. The portfolio is most concentrated in Other (98.2% 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.

• VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX

  —

  Quality

  $52.8M155,798 sh

• FIDELITY MERRIMACK STR TR - TOTAL BD ETF

  —

  Quality

  $42.9M943,913 sh

• AMERICAN CENTY ETF TR - US QUALITY GROW

  —

  Quality

  $36.1M305,614 sh

• AMERICAN CENTY ETF TR - US SML CP VALU

  —

  Quality

  $36.0M288,668 sh

• DIMENSIONAL ETF TRUST - INTL SMALL CAP E

  —

  Quality

  $19.3M550,660 sh

• FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT

  —

  Quality

  $14.3M246,185 sh

• SCHWAB STRATEGIC TR - 1000 INDEX ETF

  —

  Quality

  $1.7M46,325 sh
• 

  HOME DEPOT, INC.

  $HD

  60.1

  Quality

  $1.2M3,271 sh

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $708.7K1,032 sh
• 

  Alphabet Inc.

  $GOOG

  78.1

  Quality

  $700.5K1,960 sh

Company	Quality	Value	Shares
VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	—	$52.8M	155,798
FIDELITY MERRIMACK STR TR - TOTAL BD ETF	—	$42.9M	943,913
AMERICAN CENTY ETF TR - US QUALITY GROW	—	$36.1M	305,614
AMERICAN CENTY ETF TR - US SML CP VALU	—	$36.0M	288,668
DIMENSIONAL ETF TRUST - INTL SMALL CAP E	—	$19.3M	550,660
FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT	—	$14.3M	246,185
SCHWAB STRATEGIC TR - 1000 INDEX ETF	—	$1.7M	46,325
HOME DEPOT, INC.$HD	60.1	$1.2M	3,271
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$708.7K	1,032
Alphabet Inc.$GOOG	78.1	$700.5K	1,960

Showing top 10 of 20 holdings.

Full Holdings — Sherrill & Hutchins Financial Advisory, Inc (Q2 2026)

All 20 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 - VNG RUS1000IDX	$52.8M	25.2%	-1%	—
2	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$42.9M	20.5%	+4%	—
3	—	AMERICAN CENTY ETF TR - US QUALITY GROW	$36.1M	17.3%	+14%	—
4	—	AMERICAN CENTY ETF TR - US SML CP VALU	$36.0M	17.2%	-6%	—
5	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP E	$19.3M	9.2%	+1958%	—
6	—	FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT	$14.3M	6.8%	+2%	—
7	—	SCHWAB STRATEGIC TR - 1000 INDEX ETF	$1.7M	0.8%	+0%	—
8	$HD	HOME DEPOT, INC.	$1.2M	0.6%	-3%	60.1
9	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$708,665	0.3%	+0%	—
10	$GOOG	Alphabet Inc.	$700,464	0.3%	NEW	78.1
11	$IVZ	Invesco Ltd.	$668,312	0.3%	+1%	—
12	—	PIMCO ETF TR - ACTIVE BD ETF	$525,141	0.3%	+1%	—
13	$MCBS	MetroCity Bankshares, Inc.	$467,431	0.2%	+0%	63.5
14	$SPY	SPDR S&P 500 ETF TRUST	$460,586	0.2%	NEW	—
15	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	$324,388	0.2%	+1%	—
16	$LLY	ELI LILLY & Co	$257,877	0.1%	NEW	87.5
17	$AFL	AFLAC INC	$240,480	0.1%	+0%	61.1
18	—	ISHARES TR - CORE S&P MCP ETF	$233,643	0.1%	+0%	—
19	$DOV	DOVER Corp	$220,358	0.1%	NEW	57.8
20	—	ISHARES U S ETF TR - SHOR DURA BD ETF	$212,366	0.1%	NEW	—