Cannon Financial Strategists, Inc.

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

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Filer information

Filed by: Cannon Financial Strategists, Inc., Chief Compliance Officer
Address: 649-8 SOUTH MILLEDGE AVE, ATHENS, GA, 30605
Phone: 7065483422
AUM: $719.3M

AUM over time

$884.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $719.3M96 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$546K	0.1%	4,361 SH	New
ABBVIE INC	COM	$946K	0.1%Prev: 0.2%	4,141 SH	Decreased-4,228 SH
AERCAP HOLDINGS NV	SHS	$431K	0.1%	3,000 SH	New
ALPHABET INC	CAP STK CL C	$499K	0.1%Prev: 0.1%	1,589 SH	Decreased-1,037 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$26.5M	3.7%Prev: 3.5%	344,629 SH	Decreased+17,726 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$21.2M	2.9%Prev: 2.8%	257,333 SH	Decreased-13,831 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$82.1M	11.4%Prev: 11.5%	1,083,719 SH	Decreased-45,188 SH
AMGEN INC	COM	$662K	0.1%Prev: 0.1%	2,022 SH	Increased+796 SH
APPLE INC	COM	$2.0M	0.3%Prev: 0.2%	7,427 SH	Increased+2,713 SH
AT&T INC	COM	$214K	0.0%Prev: 0.0%	8,635 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.3%Prev: 0.3%	4,264 SH	Decreased-491 SH
BLACKROCK INC	COM	$225K	0.0%	210 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$13.5M	1.9%Prev: 2.7%	509,554 SH	Decreased-435,557 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$766K	0.1%Prev: 0.3%	29,458 SH	Decreased-71,342 SH
CHEVRON CORP NEW	COM	$202K	0.0%	1,323 SH	New
COCA COLA CO	COM	$4.0M	0.6%Prev: 0.5%	57,741 SH	Decreased+2,556 SH
COSTCO WHSL CORP NEW	COM	$223K	0.0%	259 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.2M	0.3%Prev: 0.3%	66,243 SH	Decreased-6,410 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$229K	0.0%Prev: 0.0%	5,997 SH	Decreased-96 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$119.0M	16.5%Prev: 15.4%	3,453,442 SH	Decreased-179,103 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$376K	0.1%Prev: 0.0%	11,403 SH	Decreased+245 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.5M	0.2%	44,741 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.6M	0.2%Prev: 0.3%	50,403 SH	Decreased-24,041 SH
DUKE ENERGY CORP NEW	COM NEW	$802K	0.1%Prev: 0.1%	6,840 SH	Increased+851 SH
ELI LILLY & CO	COM	$374K	0.1%Prev: 0.0%	348 SH	Decreased-6 SH
EXXON MOBIL CORP	COM	$598K	0.1%	4,970 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$3.0M	0.4%Prev: 0.3%	66,655 SH	Increased+12,421 SH
GENERAL MLS INC	COM	$410K	0.1%	8,818 SH	New
HEARTBEAM INC	COM	$175K	0.0%Prev: 0.0%	72,788 SH	Increased-19,857 SH
HERSHEY CO	COM	$320K	0.0%Prev: 0.0%	1,760 SH	Increased-6 SH
HOME DEPOT INC	COM	$1.4M	0.2%Prev: 0.1%	4,065 SH	Increased+272 SH
INTERNATIONAL BUSINESS MACHS	COM	$361K	0.1%Prev: 0.0%	1,220 SH	Decreased-501 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$290K	0.0%Prev: 0.0%	1,514 SH	Decreased-206 SH
ISHARES TR	CORE 1 5 YR USD	$4.1M	0.6%Prev: 0.6%	83,796 SH	Decreased-20,051 SH
ISHARES TR	CORE S&P US GWT	$372K	0.1%Prev: 0.0%	2,218 SH	Decreased-35 SH
ISHARES TR	CORE S&P500 ETF	$2.6M	0.4%Prev: 0.4%	3,799 SH	Decreased-616 SH
ISHARES TR	CR 5 10 YR ETF	$1.2M	0.2%Prev: 0.2%	26,412 SH	Decreased-17,823 SH
ISHARES TR	CRE U S REIT ETF	$11.6M	1.6%Prev: 1.5%	204,279 SH	Decreased-8,473 SH
ISHARES TR	EAFE GRWTH ETF	$2.2M	0.3%Prev: 0.2%	19,114 SH	Increased+1,120 SH
ISHARES TR	IBONDS 26 TRM TS	$1.4M	0.2%Prev: 0.2%	62,798 SH	Decreased-716 SH
ISHARES TR	IBONDS 27 ETF	$1.4M	0.2%Prev: 0.2%	58,107 SH	Decreased-761 SH
ISHARES TR	IBONDS 27 TRM TS	$1.4M	0.2%Prev: 0.2%	64,242 SH	Decreased-812 SH
ISHARES TR	IBONDS DEC2026	$976K	0.1%Prev: 0.1%	40,292 SH	Decreased-486 SH
ISHARES TR	JPMORGAN USD EMG	$17.6M	2.4%Prev: 2.1%	182,373 SH	Decreased-20,106 SH
ISHARES TR	MSCI USA QLT FCT	$271K	0.0%Prev: 0.0%	1,362 SH	Decreased-218 SH
ISHARES TR	MSCI USA VALUE	$2.6M	0.4%Prev: 0.4%	18,878 SH	Decreased+422 SH
ISHARES TR	NATIONAL MUN ETF	$3.1M	0.4%Prev: 0.5%	28,856 SH	Decreased-14,334 SH
ISHARES TR	RUS 1000 GRW ETF	$2.5M	0.4%Prev: 0.3%	5,339 SH	Decreased-15,232 SH
ISHARES TR	RUS 1000 VAL ETF	$214K	0.0%Prev: 0.0%	1,015 SH	Decreased
ISHARES TR	RUS 2000 VAL ETF	$229K	0.0%Prev: 0.0%	1,265 SH	Decreased
ISHARES TR	RUSSELL 3000 ETF	$280K	0.0%Prev: 0.0%	723 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$399K	0.1%Prev: 0.0%	3,738 SH	Increased+640 SH
ISHARES TR	TIPS BD ETF	$1.8M	0.2%Prev: 0.3%	15,949 SH	Decreased-7,211 SH
ISHARES TR	ULTRA SHORT DUR	$10.8M	1.5%Prev: 0.9%	213,006 SH	Increased+51,277 SH
JOHNSON & JOHNSON	COM	$556K	0.1%Prev: 0.1%	2,686 SH	Decreased-566 SH
JPMORGAN CHASE & CO.	COM	$502K	0.1%	1,559 SH	New
KINDER MORGAN INC DEL	COM	$318K	0.0%Prev: 0.1%	11,558 SH	Decreased-3,682 SH
LOWES COS INC	COM	$228K	0.0%Prev: 0.1%	947 SH	Decreased-2,100 SH
MEDICAL PPTYS TRUST INC	COM	$100K	0.0%	20,000 SH	New
MERCK & CO INC	COM	$433K	0.1%Prev: 0.1%	4,115 SH	Decreased-179 SH
MICROSOFT CORP	COM	$1.2M	0.2%Prev: 0.4%	2,408 SH	Decreased-4,423 SH
NVIDIA CORPORATION	COM	$290K	0.0%Prev: 0.1%	1,555 SH	Decreased-680 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.2%	7,537 SH	New
RHYTHM PHARMACEUTICALS INC	COM	$1.1M	0.1%Prev: 0.1%	10,000 SH	Increased
ROCKWELL AUTOMATION INC	COM	$493K	0.1%Prev: 0.1%	1,268 SH	Decreased
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.4M	0.2%Prev: 0.1%	54,532 SH	Increased+7,502 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$237K	0.0%Prev: 0.0%	10,134 SH	Increased-173 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$296K	0.0%Prev: 0.0%	9,085 SH	Decreased-3,080 SH
SOUTHERN CO	COM	$1.3M	0.2%Prev: 0.2%	14,889 SH	Decreased-4,109 SH
SPDR GOLD TR	GOLD SHS	$459K	0.1%Prev: 0.0%	1,157 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$454K	0.1%	10,214 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.1M	0.3%	3,117 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$213.3M	29.7%	2,967,818 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$504K	0.1%Prev: 0.1%	11,000 SH	Decreased-3,282 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$476K	0.1%Prev: 0.1%	14,417 SH	Decreased-910 SH
SUPERIOR GROUP OF CO INC	COM	$116K	0.0%Prev: 0.0%	11,992 SH	Decreased
TEXAS INSTRS INC	COM	$237K	0.0%Prev: 0.0%	1,369 SH	Decreased+4 SH
TRUSTMARK CORP	COM	$200K	0.0%	5,139 SH	New
UNITED PARCEL SERVICE INC	CL B	$248K	0.0%	2,498 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$14.7M	2.0%Prev: 1.8%	149,915 SH	Decreased+5,060 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$46.5M	6.5%Prev: 6.2%	597,218 SH	Decreased-149,754 SH
VANGUARD INDEX FDS	GROWTH ETF	$31.0M	4.3%	63,551 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$583K	0.1%Prev: 0.1%	6,589 SH	Increased+214 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	0.4%Prev: 0.3%	4,206 SH	Decreased-16 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$7.2M	1.0%	33,780 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$236K	0.0%	781 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$23.5M	3.3%	70,083 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.2%	5,963 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$290K	0.0%Prev: 0.0%	3,946 SH	Decreased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$977K	0.1%Prev: 0.1%	18,166 SH	Decreased-555 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.7M	0.4%Prev: 0.2%	52,797 SH	Increased+18,307 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$314K	0.0%Prev: 0.0%	3,942 SH	Increased+1,099 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$557K	0.1%Prev: 0.1%	2,532 SH	Decreased-22 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	0.2%Prev: 0.2%	22,028 SH	Decreased-755 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.2%Prev: 0.2%	20,295 SH	Decreased-2,246 SH
WALMART INC	COM	$776K	0.1%Prev: 0.1%	6,969 SH	Increased-493 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $434K
AFLAC INC — $211K
AMERICAN CENTY ETF TR — $1.4M
BROADCOM INC — $720K
CAPITAL GRP FIXED INCM ETF T — $454K
CAPITAL GRP FIXED INCM ETF T — $10.6M
CAPITAL GRP FIXED INCM ETF T — $6.7M
CATERPILLAR INC — $523K
CHEVRON CORPORATION — $470K
CONOCOPHILLIPS — $227K
CORNING INC — $312K
COSTCO WHOLESALE CORPORATION — $633K
DELTA AIR LINES INC — $211K
DIMENSIONAL ETF TRUST — $1.7M
DOVER CORP — $313K
EATON CORP PLC — $659K
EXXONMOBIL HOLDINGS CORP — $1.1M
FIRST TR EXCH TRADED FD III — $247K
GENERAL MILLS INC — $336K
ISHARES TR — $337K
… and 41 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001951757-26-000351	$719.3M	View
Oct 19, 2026	Q3 2026	13F-HR	0001951757-26-001680	$884.7M	View
Nov 6, 2025	Q3 2025