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 $878.5M across 133 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFIC ($134.3M, 15.28%), SLYV ($109.2M, 12.43%), SPYG ($108.8M, 12.38%), AVLV ($103.1M, 11.74%), BIV ($53.4M, 6.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $134.3M | 15.28% | 3.6M | Added |
| 2 | SLYV | SPDR SERIES TRUST | $109.2M | 12.43% | 1.0M | Trimmed |
| 3 | SPYG | SPDR SERIES TRUST | $108.8M | 12.38% | 914,234 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $103.1M | 11.74% | 1.1M | Added |
| 5 | BIV | VANGUARD BD INDEX FDS | $53.4M | 6.08% | 696,561 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $34.1M | 3.88% | 395,858 | Added |
| 7 | SPIP | SPDR SERIES TRUST | $31.6M | 3.59% | 1.2M | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $31.0M | 3.53% | 321,733 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $26.5M | 3.01% | 71,573 | Added |
| 10 | AVDE | AMERICAN CENTY ETF TR | $24.1M | 2.74% | 269,845 | Added |
| 11 | EMB | ISHARES TR | $19.1M | 2.17% | 197,737 | Added |
| 12 | CGCB | CAPITAL GRP FIXED INCM ETF T | $17.6M | 2.00% | 671,881 | Trimmed |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | $17.1M | 1.95% | 145,840 | Trimmed |
| 14 | USRT | ISHARES TR | $14.1M | 1.61% | 212,247 | Added |
| 15 | ICSH | ISHARES TR | $9.4M | 1.07% | 186,598 | Trimmed |
| 16 | SPTM | SPDR SERIES TRUST | $8.7M | 0.99% | 96,238 | Trimmed |
| 17 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.4M | 0.96% | 305,784 | Added |
| 18 | VBR | VANGUARD INDEX FDS | $8.4M | 0.95% | 34,527 | Added |
| 19 | ISTB | ISHARES TR | $5.0M | 0.57% | 103,207 | Added |
| 20 | KO | COCA COLA CO | $4.5M | 0.51% | 55,185 | Hold |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 0.46% | 109,286 | Trimmed |
| 22 | TMB | THORNBURG ETF TR | $3.9M | 0.44% | 153,054 | New |
| 23 | VLUE | ISHARES TR | $3.8M | 0.43% | 18,831 | Added |
| 24 | CGSM | CAPITAL GRP FIXED INCM ETF T | $3.6M | 0.41% | 136,919 | New |
| 25 | IVV | ISHARES TR | $3.2M | 0.37% | 4,339 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30