Grufity logo
Grufity logo

Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio

$206Million | No. of Holdings #19

Sherrill & Hutchins Financial Advisory, Inc Performance

2026 Q3-1.55%
YTD+6.49%
2025+8.04%

About Sherrill & Hutchins Financial Advisory, Inc and 13F Hedge Fund Stock Holdings

On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $206.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 25.4% of it's portfolio in VANGUARD SCOTTSDALE FDS and 20.3% of portfolio in FIDELITY MERRIMACK STR TR. <br><br> The fund managers got completely rid off STATE STR SPDR S&P 500 ETF T (SPY) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), AMERICAN CENTY ETF TR (AEMB) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), DIMENSIONAL ETF TRUST (DFAC) and FIDELITY MERRIMACK STR TR (FBND).
Sherrill & Hutchins Financial Advisory, Inc Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$206Million
  as of Oct 14, 2026

Sherrill & Hutchins Financial Advisory, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Sherrill & Hutchins Financial Advisory, Inc made a return of -1.55% in the last quarter. In trailing 12 months, it's portfolio return was 7.7%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Sherrill & Hutchins Financial Advisory, Inc

Additions

Ticker% Inc.
ishares tr13.93
dimensional etf trust5.78
fidelity merrimack str tr2.72
american centy etf tr2.28
pimco etf tr1.32
first tr exchng traded fd vi1.18
ishares u s etf tr1.07
invesco exchange traded fd t0.54
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc

Reductions

Ticker% Reduced
alphabet inc-15.05
american centy etf tr-2.3
vanguard scottsdale fds-1.83
schwab strategic tr-0.57
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock

Sold off

Ticker$ Sold
state str spdr s&p 500 etf t-460,586
Sherrill & Hutchins Financial Advisory, Inc got rid off the above stocks

Sector Distribution

Sherrill & Hutchins Financial Advisory, Inc has about 98.8% of it's holdings in Others sector.

  • Others
Sector%
Others98.8

Market Cap. Distribution

Sherrill & Hutchins Financial Advisory, Inc has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED98.8

Stocks belong to which Index?

About 0% of the stocks held by Sherrill & Hutchins Financial Advisory, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others98.8
Top 5 Winners (%)%
DFAC
dimensional etf trust
3.3 %
VB
vanguard index fds
2.0 %
FNDA
schwab strategic tr
1.7 %
BNDW
vanguard scottsdale fds
1.5 %
VEU
vanguard intl equity index f
0.6 %
Top 5 Winners ($)$
BNDW
vanguard scottsdale fds
0.8 M
DFAC
dimensional etf trust
0.7 M
FNDA
schwab strategic tr
0.0 M
VB
vanguard index fds
0.0 M
VEU
vanguard intl equity index f
0.0 M
Top 5 Losers (%)%
HD
home depot inc
-19.3 %
IJR
ishares tr
-6.3 %
BOND
pimco etf tr
-5.6 %
AEMB
american centy etf tr
-5.5 %
AFLG
first tr exchng traded fd vi
-5.3 %
Top 5 Losers ($)$
FBND
fidelity merrimack str tr
-2.1 M
AEMB
american centy etf tr
-2.0 M
AEMB
american centy etf tr
-0.3 M
HD
home depot inc
-0.2 M
BUYZ
franklin templeton etf tr
-0.1 M

Sherrill & Hutchins Financial Advisory, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc

Sherrill & Hutchins Financial Advisory, Inc has 19 stocks in it's portfolio. About 98.6% of the portfolio is in top 10 stocks. FBND proved to be the most loss making stock for the portfolio. BNDW was the most profitable stock for Sherrill & Hutchins Financial Advisory, Inc last quarter.

$206.76MTotal Value
20.00Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sherrill & Hutchins Financial Advisory, Inc's holding in American Centy Etf Tr over time
17.72%312,589
$36.64M
17.72%
increased 2.28 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Sherrill & Hutchins Financial Advisory, Inc's holding in American Centy Etf Tr over time
16.07%282,028
$33.21M
16.07%
decreased 2.3 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Sherrill & Hutchins Financial Advisory, Inc's holding in First Tr Exchng Traded Fd Vi over time
0.15%7,526
$310.6K
0.15%
increased 1.18 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Sherrill & Hutchins Financial Advisory, Inc's holding in Vanguard Scottsdale Fds over time
25.45%152,949
$52.61M
25.45%
decreased 1.83 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Sherrill & Hutchins Financial Advisory, Inc's holding in Pimco Etf Tr over time
0.24%5,770
$501.9K
0.24%
increased 1.32 percentadded
BUYZ
Franklin Templeton Etf Tr

Franklin Templeton Etf Tr

BUYZ
Sherrill & Hutchins Financial Advisory, Inc's holding in Franklin Templeton Etf Tr over time
6.87%247,178
$14.20M
6.87%
increased 0.4 percentadded
CCRV
Ishares U S Etf Tr

Ishares U S Etf Tr

CCRV
Sherrill & Hutchins Financial Advisory, Inc's holding in Ishares U S Etf Tr over time
0.1%4,237
$211.3K
0.1%
increased 1.07 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
Sherrill & Hutchins Financial Advisory, Inc's holding in Invesco Exchange Traded Fd T over time
0.32%3,158
$656.9K
0.32%
increased 0.54 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Sherrill & Hutchins Financial Advisory, Inc's holding in Dimensional Etf Trust over time
10.21%582,466
$21.10M
10.21%
increased 5.78 percentadded
FBND
Fidelity Merrimack Str Tr

Fidelity Merrimack Str Tr

FBND
Sherrill & Hutchins Financial Advisory, Inc's holding in Fidelity Merrimack Str Tr over time
20.31%969,603
$41.99M
20.31%
increased 2.72 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Sherrill & Hutchins Financial Advisory, Inc's holding in Schwab Strategic Tr over time
0.82%46,063
$1.69M
0.82%
decreased 0.57 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
Sherrill & Hutchins Financial Advisory, Inc's holding in Ishares Tr over time
0.12%3,452
$248.4K
0.12%
increased 13.93 percentadded
SPY
State Str Spdr S&P 500 Etf T

State Str Spdr S&P 500 Etf T

SPY
Sherrill & Hutchins Financial Advisory, Inc's holding in State Str Spdr S&P 500 Etf T over time
0%0.00
$0.00
0%
decreased 100 percentsold off
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Sherrill & Hutchins Financial Advisory, Inc's holding in Vanguard Index Fds over time
0.35%1,032
$723.2K
0.35%
unchanged 0 percentunchanged
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
Sherrill & Hutchins Financial Advisory, Inc's holding in Vanguard Intl Equity Index F over time
0.11%1,404
$221.6K
0.11%
unchanged 0 percentunchanged