Cannon Financial Strategists, Inc.

CIK 0002031123 • 7 13F filings • May 5, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $633.1M100 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$593K	0.1%	4,361 SH	New
ABBVIE INC	COM	$769K	0.1%Prev: 0.1%	4,141 SH	Decreased-27 SH
AERCAP HOLDINGS NV	SHS	$351K	0.1%Prev: 0.1%	3,000 SH	Decreased
ALPHABET INC	CAP STK CL C	$259K	0.0%Prev: 0.1%	1,459 SH	Decreased-100 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$25.0M	4.0%Prev: 3.6%	365,465 SH	Decreased+29,642 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$20.3M	3.2%Prev: 2.9%	274,186 SH	Decreased+12,029 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$71.6M	11.3%Prev: 12.0%	1,049,355 SH	Decreased-80,756 SH
AMGEN INC	COM	$565K	0.1%Prev: 0.1%	2,022 SH	Increased+796 SH
APPLE INC	COM	$1.5M	0.2%Prev: 0.1%	7,286 SH	Increased+2,833 SH
AT&T INC	COM	$250K	0.0%Prev: 0.0%	8,635 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.3%Prev: 0.3%	3,964 SH	Decreased-791 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$12.2M	1.9%Prev: 2.4%	464,593 SH	Decreased-237,543 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$752K	0.1%Prev: 0.3%	28,998 SH	Decreased-48,818 SH
COCA COLA CO	COM	$4.1M	0.6%Prev: 0.6%	57,883 SH	Decreased+2,698 SH
COSTCO WHSL CORP NEW	COM	$256K	0.0%	259 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.0M	0.3%Prev: 0.3%	67,440 SH	Decreased-3,587 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$207K	0.0%Prev: 0.0%	5,997 SH	Decreased
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$105.1M	16.6%Prev: 16.1%	3,379,082 SH	Decreased-76,393 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$339K	0.1%Prev: 0.1%	11,350 SH	Decreased-64 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.4M	0.2%Prev: 0.2%	44,000 SH	Decreased-2,515 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.2M	0.2%Prev: 0.5%	42,155 SH	Decreased-68,198 SH
DOVER CORP	COM	$268K	0.0%	1,463 SH	New
DUKE ENERGY CORP NEW	COM NEW	$907K	0.1%Prev: 0.1%	7,689 SH	Increased+816 SH
ELI LILLY & CO	COM	$271K	0.0%Prev: 0.0%	348 SH	Decreased-8 SH
EQUIFAX INC	COM	$239K	0.0%	920 SH	New
EXXON MOBIL CORP	COM	$579K	0.1%Prev: 0.1%	5,370 SH	Decreased-1,250 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$2.7M	0.4%Prev: 0.4%	62,129 SH	Decreased-6,767 SH
GENERAL MLS INC	COM	$457K	0.1%	8,818 SH	New
HEARTBEAM INC	COM	$86K	0.0%Prev: 0.0%	68,739 SH	Decreased-4,049 SH
HERSHEY CO	COM	$292K	0.0%Prev: 0.0%	1,760 SH	Decreased-6 SH
HOME DEPOT INC	COM	$1.5M	0.2%Prev: 0.2%	4,010 SH	Increased+212 SH
INTERNATIONAL BUSINESS MACHS	COM	$295K	0.0%Prev: 0.0%	1,000 SH	Decreased-226 SH
ISHARES TR	CORE 1 5 YR USD	$4.1M	0.6%Prev: 0.7%	83,803 SH	Decreased-18,302 SH
ISHARES TR	CORE S&P US GWT	$386K	0.1%Prev: 0.0%	2,567 SH	Increased+347 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	0.3%Prev: 0.4%	3,217 SH	Decreased-1,130 SH
ISHARES TR	CR 5 10 YR ETF	$1.2M	0.2%Prev: 0.2%	26,554 SH	Decreased-567 SH
ISHARES TR	CRE U S REIT ETF	$10.3M	1.6%Prev: 1.6%	181,435 SH	Decreased-27,603 SH
ISHARES TR	EAFE GRWTH ETF	$2.1M	0.3%Prev: 0.3%	19,028 SH	Increased-59 SH
ISHARES TR	IBONDS 25 TRM TS	$1.5M	0.2%	62,356 SH	New
ISHARES TR	IBONDS 26 TRM TS	$1.4M	0.2%Prev: 0.2%	61,519 SH	Decreased-1,634 SH
ISHARES TR	IBONDS 27 ETF	$1.4M	0.2%Prev: 0.2%	56,760 SH	Decreased-1,723 SH
ISHARES TR	IBONDS 27 TRM TS	$1.4M	0.2%Prev: 0.2%	62,973 SH	Decreased-1,610 SH
ISHARES TR	IBONDS DEC2026	$956K	0.2%Prev: 0.1%	39,422 SH	Decreased-1,114 SH
ISHARES TR	IBONDS DEC25 ETF	$978K	0.2%	38,839 SH	New
ISHARES TR	JPMORGAN USD EMG	$15.8M	2.5%Prev: 2.3%	170,676 SH	Decreased-18,200 SH
ISHARES TR	MSCI USA QLT FCT	$238K	0.0%Prev: 0.0%	1,302 SH	Decreased-64 SH
ISHARES TR	MSCI USA VALUE	$2.2M	0.3%Prev: 0.4%	19,326 SH	Decreased+546 SH
ISHARES TR	NATIONAL MUN ETF	$2.9M	0.5%Prev: 0.4%	27,877 SH	Decreased-759 SH
ISHARES TR	RUS 1000 GRW ETF	$2.3M	0.4%Prev: 0.3%	5,410 SH	Increased+213 SH
ISHARES TR	RUSSELL 3000 ETF	$254K	0.0%Prev: 0.0%	723 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$397K	0.1%Prev: 0.1%	3,738 SH	Decreased
ISHARES TR	TIPS BD ETF	$1.8M	0.3%Prev: 0.2%	15,971 SH	Increased+232 SH
ISHARES TR	ULTRA SHORT DUR	$1.8M	0.3%Prev: 1.5%	35,917 SH	Decreased-191,479 SH
JOHNSON & JOHNSON	COM	$612K	0.1%Prev: 0.1%	4,006 SH	Decreased+1,254 SH
JPMORGAN CHASE & CO.	COM	$447K	0.1%	1,542 SH	New
LOWES COS INC	COM	$210K	0.0%Prev: 0.0%	947 SH	Decreased-33 SH
MEDICAL PPTYS TRUST INC	COM	$86K	0.0%	20,000 SH	New
MERCK & CO INC	COM	$290K	0.0%Prev: 0.1%	3,666 SH	Decreased-522 SH
MICROSOFT CORP	COM	$1.1M	0.2%Prev: 0.1%	2,214 SH	Increased-323 SH
NETFLIX INC	COM	$258K	0.0%	193 SH	New
NVIDIA CORPORATION	COM	$218K	0.0%Prev: 0.0%	1,377 SH	Decreased-422 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.2%	7,506 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$397K	0.1%	4,720 SH	New
RHYTHM PHARMACEUTICALS INC	COM	$632K	0.1%Prev: 0.1%	10,000 SH	Decreased
ROCKWELL AUTOMATION INC	COM	$378K	0.1%Prev: 0.1%	1,138 SH	Decreased-130 SH
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.3M	0.2%Prev: 0.2%	54,156 SH	Decreased-802 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$236K	0.0%Prev: 0.1%	10,134 SH	Decreased-9,007 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$287K	0.0%Prev: 0.0%	9,840 SH	Decreased-2,336 SH
SOUTHERN CO	COM	$1.3M	0.2%Prev: 0.2%	14,174 SH	Decreased-4,239 SH
SPDR GOLD TR	GOLD SHS	$222K	0.0%Prev: 0.1%	729 SH	Decreased-428 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$413K	0.1%	10,188 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.3%	3,264 SH	New
SPDR SERIES TRUST	BLOOMBERG EMG MK	$242K	0.0%	9,828 SH	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$23.5M	3.7%	903,222 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$6.5M	1.0%	87,290 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$78.1M	12.3%	818,956 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$76.0M	12.0%	952,755 SH	New
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$331K	0.1%	11,000 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$365K	0.1%	14,417 SH	New
SUPERIOR GROUP OF CO INC	COM	$124K	0.0%Prev: 0.0%	11,992 SH	Increased
TESLA INC	COM	$209K	0.0%	657 SH	New
TEXAS INSTRS INC	COM	$284K	0.0%Prev: 0.0%	1,369 SH	Increased+4 SH
UNITED PARCEL SERVICE INC	CL B	$252K	0.0%	2,498 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$13.6M	2.2%Prev: 2.0%	159,234 SH	Decreased+10,162 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$40.5M	6.4%Prev: 6.7%	523,393 SH	Decreased-134,075 SH
VANGUARD INDEX FDS	GROWTH ETF	$28.6M	4.5%Prev: 3.8%	65,297 SH	Decreased-468 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$558K	0.1%Prev: 0.1%	6,264 SH	Decreased-372 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	0.3%Prev: 0.3%	3,895 SH	Decreased-311 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$6.5M	1.0%Prev: 1.0%	33,503 SH	Decreased-435 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$216K	0.0%Prev: 0.0%	781 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$20.8M	3.3%Prev: 3.0%	68,579 SH	Decreased-1,838 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.2%Prev: 0.1%	6,221 SH	Increased+628 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$265K	0.0%Prev: 0.0%	3,946 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$824K	0.1%Prev: 0.1%	16,662 SH	Decreased-1,961 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.6M	0.4%Prev: 0.4%	53,701 SH	Decreased-4,596 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$313K	0.0%Prev: 0.0%	3,934 SH	Decreased-15 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$516K	0.1%Prev: 0.1%	2,523 SH	Decreased-31 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	0.2%Prev: 0.2%	20,757 SH	Decreased-2,097 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.2%Prev: 0.2%	21,376 SH	Decreased+671 SH
WALMART INC	COM	$671K	0.1%Prev: 0.1%	6,867 SH	Decreased-723 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $448K
CAPITAL GRP FIXED INCM ETF T — $470K
CAPITAL GRP FIXED INCM ETF T — $4.0M
CHEVRON CORPORATION — $477K
COSTCO WHOLESALE CORPORATION — $276K
FIRST TR EXCH TRADED FD III — $254K
GENERAL MILLS INC — $326K
INVESCO EXCHANGE TRADED FD T — $330K
ISHARES TR — $203K
ISHARES TR — $217K
ISHARES TR — $240K
JPMORGAN CHASE & CO — $474K
KINDER MORGAN INC DEL — $509K
KINROSS GOLD CORP — $201K
MEDICAL PROPERTIES TRUST INC — $93K
NEXTERA ENERGY INC — $203K
PROCTER & GAMBLE CO — $1.1M
SCHWAB STRATEGIC TR — $238K
SPDR INDEX SHS FDS — $1.1M
SPDR SERIES TRUST — $220.1M
… and 7 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001951757-26-001680	—	View
Feb 4, 2026	Q4 2025	13F-HR	0001951757-26-000351	$719.3M	View
Nov 6, 2025	Q3 2025