Sherrill & Hutchins Financial Advisory, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$169.3M
Q ending 2026-03-31
Prior quarter
$141.0M
Q ending 2025-12-31
Change
+20.0% QoQ · +44.3% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VONE | Shares | $46.5M | 158K |
| Fidelity Merrimack Str Tr | FBND | Shares | $41.3M | 905K |
| American Centy Etf Tr | AVUV | Shares | $33.8M | 306K |
| American Centy Etf Tr | QGRO | Shares | $28.1M | 268K |
| Franklin Templeton Etf Tr | FLQM | Shares | $13.2M | 241K |
| Schwab Strategic Tr | SCHK | Shares | $1.5M | 46K |
| Home Depot Inc | HD | Shares | $1.1M | 3K |
| Dimensional Etf Trust | DFIS | Shares | $901K | 27K |
| Vanguard Index Fds | VOO | Shares | $617K | 1K |
| Invesco Exchange Traded Fd T | RSP | Shares | $596K | 3K |
| Pimco Etf Tr | BOND | Shares | $519K | 6K |
| Metrocity Bankshares Inc | MCBS | Shares | $373K | 13K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $321K | 7K |
| Aflac Inc | AFL | Shares | $225K | 2K |
| Ishares Tr | IJH | Shares | $205K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.