Institutions / Cannon Financial Strategists, Inc.
Cannon Financial Strategists, Inc.
CIK 2031123 · Institution · as of Jun 30, 2026
Portfolio value
$878.51M
Positions
133
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$878.51M+22.1%Positions
133+33.0%Top holdings
Jun 30, 2026View all 133 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $134.27M | 15.3% |
| SPDR Series Trust | $109.23M | 12.4% |
| SPDR Series Trust | $108.78M | 12.4% |
| American Centy ETF Tr | $103.10M | 11.7% |
| Vanguard Bd Index Fds | $53.43M | 6.1% |
| Vanguard Index Fds | $34.10M | 3.9% |
| SPDR Series Trust | $31.56M | 3.6% |
| American Centy ETF Tr | $31.04M | 3.5% |
| Vanguard Index Fds | $26.48M | 3.0% |
| American Centy ETF Tr | $24.07M | 2.7% |
| iShares Tr | $19.07M | 2.2% |
| Capital Grp Fixed Incm ETF T | $17.59M | 2.0% |
| Vanguard Admiral Fds Inc | $17.11M | 1.9% |
| iShares Tr | $14.10M | 1.6% |
| iShares Tr | $9.44M | 1.1% |
| SPDR Series Trust | $8.74M | 1.0% |
| Capital Grp Fixed Incm ETF T | $8.40M | 1.0% |
| Vanguard Index Fds | $8.39M | 1.0% |
| iShares Tr | $4.98M | 0.6% |
| Coca Cola Co | $4.48M | 0.5% |
| Dimensional ETF Trust | $4.03M | 0.5% |
| Thornburg ETF Tr | $3.88M | 0.4% |
| iShares Tr | $3.76M | 0.4% |
| Capital Grp Fixed Incm ETF T | $3.61M | 0.4% |
| iShares Tr | $3.25M | 0.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $28.62M | +332K +522.90% | 395,858 3.88% of portfolio | medium |
| Q2 2026 as of | Add | 78464A409 Common stock | $11.28M | +95K +11.57% | 914,234 12.38% of portfolio | medium |
| Q2 2026 as of | New | 14020Y201 Common stock | $8.40M | +306K | 305,784 0.96% of portfolio | medium |
| Q2 2026 as of | Add | 921937819 Common stock | $7.62M | +99K +16.63% | 696,561 6.08% of portfolio | medium |
| Q2 2026 as of | Add | 25434V799 Common stock | $5.60M | +150K +4.35% | 3,603,650 15.28% of portfolio | medium |
| Q2 2026 as of | Add | 78464A656 Common stock | $4.62M | +180K +17.16% | 1,228,789 3.59% of portfolio | low |
| Q2 2026 as of | Add | 025072349 Common stock | $4.25M | +47K +4.30% | 1,130,339 11.74% of portfolio | low |
| Q2 2026 as of | Add | 14020Y508 Common stock | $4.25M | +162K +31.86% | 671,881 2.00% of portfolio | low |
| Q2 2026 as of | New | 88521L207 Common stock | $3.88M | +153K | 153,054 0.44% of portfolio | low |
| Q2 2026 as of | New | 14020Y607 Common stock | $3.61M | +137K | 136,919 0.41% of portfolio | low |