Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cannon Financial Strategists, Inc. (CIK 2031123) reported $760.8M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($122.8M, 16.14%), SLYV ($95.3M, 12.53%), AVLV ($91.1M, 11.97%), SPYG ($86.5M, 11.37%), BIV ($50.7M, 6.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $122.8M | 16.14% | 3.5M | Added |
| 2 | SLYV | SPDR SERIES TRUST | $95.3M | 12.53% | 1.0M | Added |
| 3 | AVLV | AMERICAN CENTY ETF TR | $91.1M | 11.97% | 1.1M | Added |
| 4 | SPYG | SPDR SERIES TRUST | $86.5M | 11.37% | 883,504 | Added |
| 5 | BIV | VANGUARD BD INDEX FDS | $50.7M | 6.67% | 657,468 | Added |
| 6 | SPIP | SPDR SERIES TRUST | $30.0M | 3.94% | 1.2M | Added |
| 7 | VUG | VANGUARD INDEX FDS | $28.7M | 3.78% | 65,765 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $27.1M | 3.56% | 335,823 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $22.6M | 2.97% | 70,417 | Added |
| 10 | AVDE | AMERICAN CENTY ETF TR | $22.2M | 2.92% | 262,157 | Added |
| 11 | CGCB | CAPITAL GRP FIXED INCM ETF T | $18.4M | 2.42% | 702,136 | Added |
| 12 | EMB | ISHARES TR | $17.7M | 2.33% | 188,876 | Added |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | $15.2M | 1.99% | 149,072 | Trimmed |
| 14 | USRT | ISHARES TR | $12.4M | 1.63% | 209,038 | Added |
| 15 | ICSH | ISHARES TR | $11.5M | 1.51% | 227,396 | Added |
| 16 | SPTM | SPDR SERIES TRUST | $7.6M | 1.00% | 96,331 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $7.4M | 0.97% | 33,938 | Added |
| 18 | ISTB | ISHARES TR | $4.9M | 0.65% | 102,105 | Added |
| 19 | KO | COCA COLA CO | $4.2M | 0.55% | 55,185 | Trimmed |
| 20 | CGMU | CAPITAL GRP FIXED INCM ETF T | $4.0M | 0.53% | 148,974 | New |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $3.7M | 0.49% | 110,353 | Added |
| 22 | MUB | ISHARES TR | $3.0M | 0.40% | 28,636 | Trimmed |
| 23 | FIXD | FIRST TR EXCHNG TRADED FD VI | $3.0M | 0.39% | 68,896 | Added |
| 24 | VTEB | VANGUARD MUN BD FDS | $2.9M | 0.38% | 58,297 | Added |
| 25 | IVV | ISHARES TR | $2.8M | 0.37% | 4,347 | Added |
Source: SEC Form 13F filings · as of 2026-03-31