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: $878.5M133 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$398K	0.0%	4,391 SH	New
ABBVIE INC	COM	$2.1M	0.2%Prev: 0.1%	8,369 SH	Increased+4,228 SH
AERCAP HOLDINGS NV	SHS	$263K	0.0%Prev: 0.1%	1,804 SH	Decreased-1,196 SH
ALPHABET INC	CAP STK CL C	$551K	0.1%Prev: 0.0%	1,559 SH	Increased+100 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$31.0M	3.5%Prev: 4.0%	321,733 SH	Increased-43,732 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$24.1M	2.7%Prev: 3.2%	269,845 SH	Increased-4,341 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$103.1M	11.7%Prev: 11.3%	1,130,339 SH	Increased+80,984 SH
AMGEN INC	COM	$444K	0.1%Prev: 0.1%	1,226 SH	Decreased-796 SH
APPLE INC	COM	$1.4M	0.2%Prev: 0.2%	4,898 SH	Decreased-2,388 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	0.3%Prev: 0.3%	4,755 SH	Increased+791 SH
BROADCOM INC	COM	$772K	0.1%	2,045 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$17.6M	2.0%Prev: 1.9%	671,881 SH	Increased+207,288 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$475K	0.1%	21,307 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$8.4M	1.0%	305,784 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$3.6M	0.4%	136,919 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$2.9M	0.3%Prev: 0.1%	111,085 SH	Increased+82,087 SH
CATERPILLAR INC	COM	$687K	0.1%	645 SH	New
CHEVRON CORPORATION	COM	$382K	0.0%	2,302 SH	New
COCA COLA CO	COM	$4.5M	0.5%Prev: 0.6%	55,185 SH	Increased-2,698 SH
CORNING INC	COM	$518K	0.1%	2,028 SH	New
COSTCO WHOLESALE CORPORATION	COM	$676K	0.1%	722 SH	New
DELTA AIR LINES INC	COM NEW	$237K	0.0%	2,533 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.8M	0.3%Prev: 0.3%	68,644 SH	Increased+1,204 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$250K	0.0%Prev: 0.0%	6,066 SH	Increased+69 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$134.3M	15.3%Prev: 16.6%	3,603,650 SH	Increased+224,568 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$391K	0.0%Prev: 0.1%	11,158 SH	Increased-192 SH
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$1.8M	0.2%	46,722 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$315K	0.0%	8,128 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.0M	0.5%Prev: 0.2%	109,286 SH	Increased+67,131 SH
DOVER CORP	COM	$375K	0.0%Prev: 0.0%	1,672 SH	Increased+209 SH
DUKE ENERGY CORP NEW	COM NEW	$758K	0.1%Prev: 0.1%	5,989 SH	Decreased-1,700 SH
EATON CORP PLC	SHS	$654K	0.1%	1,534 SH	New
ELI LILLY & CO	COM	$425K	0.0%Prev: 0.0%	354 SH	Increased+6 SH
EXXON MOBIL CORP	COM	$901K	0.1%Prev: 0.1%	6,591 SH	Increased+1,221 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$254K	0.0%	12,706 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$3.2M	0.4%Prev: 0.4%	72,459 SH	Increased+10,330 SH
GE AEROSPACE	COM NEW	$237K	0.0%	634 SH	New
GENERAL MILLS INC	COM	$363K	0.0%	10,440 SH	New
HEARTBEAM INC	COM	$55K	0.0%Prev: 0.0%	72,788 SH	Decreased+4,049 SH
HERSHEY CO	COM	$310K	0.0%Prev: 0.0%	1,766 SH	Increased+6 SH
HOME DEPOT INC	COM	$1.3M	0.2%Prev: 0.2%	3,793 SH	Decreased-217 SH
INTERNATIONAL BUSINESS MACHS	COM	$484K	0.1%Prev: 0.0%	1,721 SH	Increased+721 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$366K	0.0%	1,720 SH	New
ISHARES TR	BROAD USD HIGH	$391K	0.0%	10,575 SH	New
ISHARES TR	CORE 1 5 YR USD	$5.0M	0.6%Prev: 0.6%	103,207 SH	Increased+19,404 SH
ISHARES TR	CORE S&P MCP ETF	$218K	0.0%	2,827 SH	New
ISHARES TR	CORE S&P SCP ETF	$226K	0.0%	1,523 SH	New
ISHARES TR	CORE S&P US GWT	$423K	0.0%Prev: 0.1%	2,250 SH	Increased-317 SH
ISHARES TR	CORE S&P500 ETF	$3.2M	0.4%Prev: 0.3%	4,339 SH	Increased+1,122 SH
ISHARES TR	CR 5 10 YR ETF	$3.2M	0.4%Prev: 0.2%	72,412 SH	Increased+45,858 SH
ISHARES TR	CRE U S REIT ETF	$14.1M	1.6%Prev: 1.6%	212,247 SH	Increased+30,812 SH
ISHARES TR	EAFE GRWTH ETF	$2.4M	0.3%Prev: 0.3%	18,940 SH	Increased-88 SH
ISHARES TR	EAFE VALUE ETF	$209K	0.0%	2,734 SH	New
ISHARES TR	IBONDS 26 TRM TS	$1.5M	0.2%Prev: 0.2%	63,514 SH	Increased+1,995 SH
ISHARES TR	IBONDS 27 ETF	$1.4M	0.2%Prev: 0.2%	58,868 SH	Increased+2,108 SH
ISHARES TR	IBONDS 27 TRM TS	$1.5M	0.2%Prev: 0.2%	64,967 SH	Increased+1,994 SH
ISHARES TR	IBONDS DEC2026	$988K	0.1%Prev: 0.2%	40,778 SH	Increased+1,356 SH
ISHARES TR	JPMORGAN USD EMG	$19.1M	2.2%Prev: 2.5%	197,737 SH	Increased+27,061 SH
ISHARES TR	MSCI USA QLT FCT	$345K	0.0%Prev: 0.0%	1,570 SH	Increased+268 SH
ISHARES TR	MSCI USA VALUE	$3.8M	0.4%Prev: 0.3%	18,831 SH	Increased-495 SH
ISHARES TR	NATIONAL MUN ETF	$2.7M	0.3%Prev: 0.5%	25,325 SH	Decreased-2,552 SH
ISHARES TR	RUS 1000 GRW ETF	$2.5M	0.3%Prev: 0.4%	19,871 SH	Increased+14,461 SH
ISHARES TR	RUS 1000 VAL ETF	$246K	0.0%	1,015 SH	New
ISHARES TR	RUS 2000 VAL ETF	$280K	0.0%	1,265 SH	New
ISHARES TR	RUSSELL 3000 ETF	$308K	0.0%Prev: 0.0%	723 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$783K	0.1%	5,302 SH	New
ISHARES TR	S&P SML 600 GWT	$1.0M	0.1%	5,629 SH	New
ISHARES TR	SHRT NAT MUN ETF	$330K	0.0%Prev: 0.1%	3,097 SH	Decreased-641 SH
ISHARES TR	TIPS BD ETF	$2.8M	0.3%Prev: 0.3%	25,506 SH	Increased+9,535 SH
ISHARES TR	ULTRA SHORT DUR	$9.4M	1.1%Prev: 0.3%	186,598 SH	Increased+150,681 SH
JOHNSON & JOHNSON	COM	$826K	0.1%Prev: 0.1%	3,252 SH	Increased-754 SH
JPMORGAN CHASE & CO	COM	$528K	0.1%	1,612 SH	New
KINDER MORGAN INC DEL	COM	$484K	0.1%	15,135 SH	New
LOWES COS INC	COM	$209K	0.0%Prev: 0.0%	947 SH	Decreased
MEDICAL PROPERTIES TRUST INC	COM	$92K	0.0%	20,000 SH	New
MERCK & CO INC	COM	$552K	0.1%Prev: 0.0%	4,294 SH	Increased+628 SH
MICRON TECHNOLOGY INC	COM	$486K	0.1%	421 SH	New
MICROSOFT CORP	COM	$2.5M	0.3%Prev: 0.2%	6,831 SH	Increased+4,617 SH
MORGAN STANLEY	COM NEW	$239K	0.0%	1,141 SH	New
NETFLIX INC.	COM	$296K	0.0%	4,148 SH	New
NVIDIA CORPORATION	COM	$418K	0.0%Prev: 0.0%	2,091 SH	Increased+714 SH
PEPSICO INC	COM	$243K	0.0%	1,796 SH	New
PFIZER INC	COM	$262K	0.0%	10,892 SH	New
PHILLIPS 66	COM	$680K	0.1%	4,024 SH	New
PROCTER & GAMBLE CO	COM	$1.1M	0.1%	7,509 SH	New
RHYTHM PHARMACEUTICALS INC	COM	$1.1M	0.1%Prev: 0.1%	10,000 SH	Increased
ROCKWELL AUTOMATION INC	COM	$628K	0.1%Prev: 0.1%	1,268 SH	Increased+130 SH
RTX CORPORATION	COM	$866K	0.1%	4,566 SH	New
SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.2M	0.1%Prev: 0.2%	47,552 SH	Decreased-6,604 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$265K	0.0%	9,567 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$444K	0.1%Prev: 0.0%	19,214 SH	Increased+9,080 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$427K	0.0%Prev: 0.0%	12,618 SH	Increased+2,778 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$227K	0.0%	7,717 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$248K	0.0%	1,304 SH	New
SOUTHERN CO	COM	$1.6M	0.2%Prev: 0.2%	17,067 SH	Increased+2,893 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$316K	0.0%	1,851 SH	New
SPDR GOLD TR	GOLD SHS	$426K	0.0%Prev: 0.0%	1,157 SH	Increased+428 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$1.2M	0.1%	24,362 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ESG	$420K	0.0%	5,755 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$108.8M	12.4%	914,234 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$8.7M	1.0%	96,238 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$109.2M	12.4%	1,001,138 SH	New
SPDR SERIES TRUST	ST STR TIPS ETF	$31.6M	3.6%	1,228,789 SH	New
SPDR SERIES TRUST	ST STR USD ETF	$262K	0.0%	10,295 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$575K	0.1%	14,282 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$462K	0.1%	15,327 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	0.3%	2,952 SH	New
SUPERIOR GROUP OF CO INC	COM	$157K	0.0%Prev: 0.0%	11,992 SH	Increased
TEXAS INSTRS INC	COM	$407K	0.0%Prev: 0.0%	1,365 SH	Increased-4 SH
THORNBURG ETF TR	MULTI SECTOR BD	$3.9M	0.4%	153,054 SH	New
TURN THERAPEUTICS INC	COM	$73K	0.0%	10,000 SH	New
UNITED PARCEL SVCS INC	CL B	$269K	0.0%	2,498 SH	New
US BANCORP	COM NEW	$232K	0.0%	3,848 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$17.1M	1.9%Prev: 2.2%	145,840 SH	Increased-13,394 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$53.4M	6.1%Prev: 6.4%	696,561 SH	Increased+173,168 SH
VANGUARD INDEX FDS	GROWTH ETF	$34.1M	3.9%Prev: 4.5%	395,858 SH	Increased+330,561 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$553K	0.1%Prev: 0.1%	5,737 SH	Decreased-527 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	0.3%Prev: 0.3%	4,216 SH	Increased+321 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$8.4M	1.0%Prev: 1.0%	34,527 SH	Increased+1,024 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$286K	0.0%Prev: 0.0%	781 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$26.5M	3.0%Prev: 3.3%	71,573 SH	Increased+2,994 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.1%Prev: 0.2%	5,631 SH	Increased-590 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$330K	0.0%Prev: 0.0%	3,946 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	0.1%Prev: 0.1%	18,689 SH	Increased+2,027 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$264K	0.0%	1,685 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.2M	0.4%Prev: 0.4%	62,715 SH	Increased+9,014 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$222K	0.0%Prev: 0.0%	2,811 SH	Decreased-1,123 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$604K	0.1%Prev: 0.1%	2,554 SH	Increased+31 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	0.2%Prev: 0.2%	22,838 SH	Increased+2,081 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.2%Prev: 0.2%	22,528 SH	Increased+1,152 SH
WALMART INC	COM	$857K	0.1%Prev: 0.1%	7,564 SH	Increased+697 SH
WELLS FARGO & CO	COM	$298K	0.0%	3,600 SH	New
WHEATON PRECIOUS METALS CORP	COM	$212K	0.0%	1,889 SH	New

Sold (vs prior filing)

ABBOTT LABS — $593K
AT&T INC — $250K
COSTCO WHSL CORP NEW — $256K
DIMENSIONAL ETF TRUST — $1.4M
EQUIFAX INC — $239K
GENERAL MLS INC — $457K
ISHARES TR — $1.5M
ISHARES TR — $978K
JPMORGAN CHASE & CO. — $447K
MEDICAL PPTYS TRUST INC — $86K
NETFLIX INC — $258K
PROCTER AND GAMBLE CO — $1.2M
PUBLIC SVC ENTERPRISE GRP IN — $397K
SPDR INDEX SHS FDS — $413K
SPDR S&P 500 ETF TR — $2.0M
SPDR SERIES TRUST — $242K
SPDR SERIES TRUST — $23.5M
SPDR SERIES TRUST — $6.5M
SPDR SERIES TRUST — $78.1M
SPDR SERIES TRUST — $76.0M
… and 4 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