DOSSIER · 13F-HR · Q2 2026

Cannon Financial Strategists, Inc.

$879M in tracked AUM across 133 positions as of Q2 2026.

CF
CIK 0002031123 · last filed Jun 30, 2026
Total AUM
$879M
as of Q2 2026
Holdings
133
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cannon Financial Strategists, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$134M3.6M15.3%
02
SLYV
SPDR SERIES TRUST
$109M1.0M12.4%
03
SPYG
SPDR SERIES TRUST
$109M914K12.4%
04
AVLV
AMERICAN CENTY ETF TR
$103M1.1M11.7%
05
BIV
VANGUARD BD INDEX FDS
$53M697K6.1%
06
VUG
VANGUARD INDEX FDS
$34M396K3.9%
07
SPIP
SPDR SERIES TRUST
$32M1.2M3.6%
08
AVEM
AMERICAN CENTY ETF TR
$31M322K3.5%
09
VTI
VANGUARD INDEX FDS
$26M72K3.0%
10
AVDE
AMERICAN CENTY ETF TR
$24M270K2.7%

Filing history

2026Q2Jun 30
$879M 15.5%
133 positionsView →
2026Q1Mar 31
$761M 5.8%
109 positionsView →
2025Q4Dec 31
$719M 2.9%
100 positionsView →
2025Q3Sep 30
$699M 10.4%
104 positionsView →
2025Q2Jun 30
$633M 8.7%
100 positionsLocked
2025Q1Mar 31
$583M 0.1%
96 positionsLocked
2024Q4Dec 31
$583M 2.0%
96 positionsLocked
2024Q3Sep 30
$572M 9.1%
98 positionsLocked
2024Q2Jun 30
$524M 3.1%
92 positionsLocked
2024Q1Mar 31
$509M 8.9%
94 positionsLocked
2023Q4Dec 31
$467M 18.8%
90 positionsLocked
2023Q3Sep 30
$393M 8.0%
83 positionsLocked
Showing 12 of 30