13F Insight
DOSSIER · 13F-HR · Q1 2026

Cannon Financial Strategists, Inc.

$761M in tracked AUM across 109 positions as of Q1 2026.

CF
CIK 0002031123 · last filed Mar 31, 2026
Total AUM
$761M
as of Q1 2026
Holdings
109
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Cannon Financial Strategists, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$123M3.5M16.1%02
SLYV
SPDR SERIES TRUST
$95M1.0M12.5%03
AVLV
AMERICAN CENTY ETF TR
$91M1.1M12.0%04
SPYG
SPDR SERIES TRUST
$87M884K11.4%05
BIV
VANGUARD BD INDEX FDS
$51M657K6.7%06
SPIP
SPDR SERIES TRUST
$30M1.2M3.9%07
VUG
VANGUARD INDEX FDS
$29M66K3.8%08
AVEM
AMERICAN CENTY ETF TR
$27M336K3.6%09
VTI
VANGUARD INDEX FDS
$23M70K3.0%10
AVDE
AMERICAN CENTY ETF TR
$22M262K2.9%

Filing history

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 positionsLocked2025Q1Mar 31
$583M▼ 0.1%
96 positionsLocked2024Q4Dec 31
$583M▲ 2.0%
96 positionsLocked2024Q3Sep 30
$572M▲ 9.1%
98 positionsLocked2024Q2Jun 30
$524M▲ 3.1%
92 positionsLocked2024Q1Mar 31
$509M▲ 8.9%
94 positionsLocked2023Q4Dec 31
$467M▲ 18.8%
90 positionsLocked2023Q3Sep 30
$393M▲ 8.0%
83 positionsLocked2023Q2Jun 30
$364M▲ 23.2%
79 positionsLocked
Showing 12 of 29