Cannon Financial Strategists, Inc.: 13F holdings

CIK 20311232026Q2

Positions133
Reported value$878.5m
Filed2026-08-07

Change since last quarter

Positions133 (+24 vs prior quarter)
Reported value$878.5m (+15.5%)

Top 10 holdings

SecuritySharesValueWeight
DFIC DIMENSIONAL ETF TRUST3,603,650$134.3m15.3%
SLYV SPDR SERIES TRUST1,001,138$109.2m12.4%
SPYG SPDR SERIES TRUST914,234$108.8m12.4%
AVLV AMERICAN CENTY ETF TR1,130,339$103.1m11.7%
BIV VANGUARD BD INDEX FDS696,561$53.4m6.1%
VUG VANGUARD INDEX FDS395,858$34.1m3.9%
SPIP SPDR SERIES TRUST1,228,789$31.6m3.6%
AVEM AMERICAN CENTY ETF TR321,733$31.0m3.5%
VTI VANGUARD INDEX FDS71,573$26.5m3.0%
AVDE AMERICAN CENTY ETF TR269,845$24.1m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2031123")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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