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Portfolio (Quarterly) Guide ↗

Cannon Financial Strategists, Inc.

· CIK 0002031123
13F Portfolio $879M AUM 133 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 41 Added 20 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SLYV SPDR SERIES TRUST 1,001,138.0 $109.2M 12.43% -7K -0.7% $109.11 +1.7%
2 AVEM AMERICAN CENTY ETF TR 321,733.0 $31.0M 3.53% -14K -4.2% $96.49 -4.1%
3 CGCB CAPITAL GRP FIXED INCM ETF T 671,881.0 $17.6M 2.00% -30K -4.3% $26.18 -1.4%
4 VIOV VANGUARD ADMIRAL FDS INC 145,840.0 $17.1M 1.95% -3K -2.2% $117.33 +1.8%
5 ICSH ISHARES TR 186,598.0 $9.4M 1.07% -41K -17.9% $50.58 -0.1%
6 DFAX DIMENSIONAL ETF TRUST 109,286.0 $4.0M 0.46% -1K -1.0% $36.84 +2.6%
7 DFAE DIMENSIONAL ETF TRUST 68,644.0 $2.8M 0.31% -2K -3.4% $40.21 -3.2%
8 MUB ISHARES TR 25,325.0 $2.7M 0.31% -3K -11.6% $107.62 -2.2%
9 EFG ISHARES TR 18,940.0 $2.4M 0.27% -147.0 -0.8% $124.42 +0.5%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,952.0 $2.2M 0.25% -158.0 -5.1% $746.67 +2.9%
11 SO SOUTHERN CO Utilities 17,067.0 $1.6M 0.19% -1K -7.3% $95.71 -3.3%
12 SCHJ SCHWAB STRATEGIC TR 47,552.0 $1.2M 0.13% -7K -13.5% $24.66 -0.6%
13 DUK DUKE ENERGY CORP NEW Utilities 5,989.0 $758K 0.09% -884.0 -12.9% $126.58 -1.3%
14 VNQ VANGUARD INDEX FDS 5,737.0 $553K 0.06% -899.0 -13.6% $96.44 +2.0%
15 LLY ELI LILLY & CO Healthcare 354.0 $425K 0.05% -2.0 -0.6% $1200.96 +0.9%
16 DFIS DIMENSIONAL ETF TRUST 11,158.0 $391K 0.04% -256.0 -2.2% $35.03 +6.2%
17 SUB ISHARES TR 3,097.0 $330K 0.04% -641.0 -17.1% $106.48 -0.3%
18 AER AERCAP HOLDINGS NV Industrials 1,804.0 $263K 0.03% -1K -39.9% $145.78 +3.7%
19 VCSH VANGUARD SCOTTSDALE FDS 2,811.0 $222K 0.03% -1K -28.8% $79.02 -0.5%
20 LOW LOWES COS INC Consumer Cyclical 947.0 $209K 0.02% -33.0 -3.4% $220.55 -1.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 21.0%
Technology 18.5%
Healthcare 16.4%
Financial Services 13.2%
Industrials 11.0%
Energy 6.4%
Utilities 6.3%
Consumer Cyclical 4.5%
Communication Services 2.2%
Basic Materials 0.6%