DOSSIER · 13F-HR · Q3 2026

Cannon Financial Strategists, Inc.

$885M in tracked AUM across 136 positions as of Q3 2026.

CF
CIK 0002031123 · last filed Sep 30, 2026
Total AUM
$885M
as of Q3 2026
Holdings
136
—
positions
Whale Score
70
70
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cannon Financial Strategists, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$137M3.6M15.4%
02
SPYG
SPDR SERIES TRUST
$113M921K12.8%
03
AVLV
AMERICAN CENTY ETF TR
$102M1.1M11.5%
04
SLYV
SPDR SERIES TRUST
$101M987K11.4%
05
BIV
VANGUARD BD INDEX FDS
$54M747K6.2%
06
VUG
VANGUARD INDEX FDS
$35M394K4.0%
07
SPIP
SPDR SERIES TRUST
$32M1.3M3.6%
08
AVEM
AMERICAN CENTY ETF TR
$31M327K3.5%
09
VTI
VANGUARD INDEX FDS
$27M72K3.0%
10
AVDE
AMERICAN CENTY ETF TR
$24M271K2.8%

Filing history

2026Q3Sep 30
$885M▲ 0.7%
136 positionsView →
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 positionsLocked
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
Showing 12 of 31