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Latest Sherrill & Hutchins Financial Advisory, Inc Stock Portfolio

$209Million | No. of Holdings #20

Sherrill & Hutchins Financial Advisory, Inc Performance

2026 Q2+8.39%
YTD+8.16%
2025+8.04%

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

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sherrill & Hutchins Financial Advisory, Inc reported an equity portfolio of $209.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Sherrill & Hutchins Financial Advisory, Inc are BNDW, FBND, AEMB. The fund has invested 25.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 20.5% of portfolio in FIDELITY MERRIMACK STR TR. <br><br> They significantly reduced their stock positions in AMERICAN CENTY ETF TR (AEMB), HOME DEPOT INC (HD) and VANGUARD SCOTTSDALE FDS (BNDW). Sherrill & Hutchins Financial Advisory, Inc opened new stock positions in ALPHABET INC (GOOG), STATE STR SPDR S&P 500 ETF T (SPY) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and FIDELITY MERRIMACK STR TR (FBND).
Sherrill & Hutchins Financial Advisory, Inc Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$209Million
  as of Jul 23, 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 8.39% in the last quarter. In trailing 12 months, it's portfolio return was 15.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc700,464
state str spdr s&p 500 etf t460,586
eli lilly & co257,877
vanguard intl equity index f220,358
ishares u s etf tr212,366
New stocks bought by Sherrill & Hutchins Financial Advisory, Inc

Additions

Ticker% Inc.
dimensional etf trust1,958
american centy etf tr14.11
fidelity merrimack str tr4.25
franklin templeton etf tr2.11
pimco etf tr1.26
first tr exchng traded fd vi1.13
invesco exchange traded fd t1.09
schwab strategic tr0.02
Additions to existing portfolio by Sherrill & Hutchins Financial Advisory, Inc

Reductions

Ticker% Reduced
american centy etf tr-5.7
home depot inc-3.08
vanguard scottsdale fds-1.08
Sherrill & Hutchins Financial Advisory, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sherrill & Hutchins Financial Advisory, Inc

Sector Distribution

Sherrill & Hutchins Financial Advisory, Inc has about 98.7% of it's holdings in Others sector.

  • Others
Sector%
Others98.7

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%
UNALLOCATED98.7

Stocks belong to which Index?

About 1.1% of the stocks held by Sherrill & Hutchins Financial Advisory, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98.7
S&P 5001.1
Top 5 Winners (%)%
MCBS
metrocity bankshares inc
25.2 %
FNDA
schwab strategic tr
15.1 %
VB
vanguard index fds
14.9 %
BNDW
vanguard scottsdale fds
14.7 %
IJR
ishares tr
14.2 %
Top 5 Winners ($)$
BNDW
vanguard scottsdale fds
6.8 M
AEMB
american centy etf tr
4.2 M
AEMB
american centy etf tr
3.7 M
BUYZ
franklin templeton etf tr
0.7 M
DFAC
dimensional etf trust
0.4 M
Top 5 Losers (%)%
FBND
fidelity merrimack str tr
-0.3 %
BOND
pimco etf tr
-0.1 %
Top 5 Losers ($)$
FBND
fidelity merrimack str tr
-0.1 M
BOND
pimco etf tr
0.0 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 20 stocks in it's portfolio. About 98.3% 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.

$209.20MTotal Value
20.00Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Sherrill & Hutchins Financial Advisory, Inc, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
17.25%305,614
$36.08M
17.25%
increased 14.11 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
17.22%288,668
$36.01M
17.22%
decreased 5.7 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
0.16%7,438
$324.4K
0.16%
increased 1.13 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Sherrill & Hutchins Financial Advisory, Inc's holding in Vanguard Scottsdale Fds over time
25.23%155,798
$52.77M
25.23%
decreased 1.08 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Sherrill & Hutchins Financial Advisory, Inc's holding in Pimco Etf Tr over time
0.25%5,695
$525.1K
0.25%
increased 1.26 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
6.81%246,185
$14.25M
6.81%
increased 2.11 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%4,192
$212.4K
0.1%
new position
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%3,141
$668.3K
0.32%
increased 1.09 percentadded
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
Sherrill & Hutchins Financial Advisory, Inc's holding in Dimensional Etf Trust over time
9.22%550,660
$19.29M
9.22%
increased 1958.39 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
20.53%943,913
$42.94M
20.53%
increased 4.25 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Sherrill & Hutchins Financial Advisory, Inc's holding in Schwab Strategic Tr over time
0.8%46,325
$1.67M
0.8%
increased 0.02 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Sherrill & Hutchins Financial Advisory, Inc's holding in Ishares Tr over time
0.11%3,030
$233.6K
0.11%
unchanged 0 percentunchanged
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
0.22%617
$460.6K
0.22%
new position
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Sherrill & Hutchins Financial Advisory, Inc's holding in Vanguard Index Fds over time
0.34%1,032
$708.7K
0.34%
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
0.1%1,404
$220.4K
0.1%
new position