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Sherrill & Hutchins Financial Advisory, Inc

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13F filer, CIK 2005607, ATLANTA, GA

Sherrill & Hutchins Financial Advisory, Inc reported $138,044,740 across 12 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 99.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005832

Period
2025-09-30
Reported value
$138M
Holdings
12
Top 10 weight
99.54%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLQMadded+33,567$1.89M
FBNDadded+17,079$790K
SCHKadded+9,349$300K
RSPadded+18$3.41K
HDadded+4$1.62K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VONEreduced-2,435-$736K
AVUVreduced-3,630-$361K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001085146-25-005832, largest first. % of portfolio is the value over $138,044,740, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,991 shares; 2025Q1: 162,372 shares; 2025Q2: 164,904 shares; 2025Q3: 162,469 shares 162,469$49.1M35.58%-2,435Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 823,928 shares; 2025Q1: 854,544 shares; 2025Q2: 862,695 shares; 2025Q3: 879,774 shares 879,774$40.7M29.47%+17,079Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 294,142 shares; 2025Q1: 301,577 shares; 2025Q2: 315,934 shares; 2025Q3: 312,304 shares 312,304$31.1M22.52%-3,630Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 120,826 shares; 2025Q2: 174,064 shares; 2025Q3: 207,631 shares 207,631$11.7M8.49%+33,567Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,684 shares; 2025Q1: 36,684 shares; 2025Q2: 36,684 shares; 2025Q3: 46,033 shares 46,033$1.48M1.07%+9,349Timeline
MCBSMETROCITY BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,048 shares; 2025Q1: 26,048 shares; 2025Q2: 26,048 shares; 2025Q3: 26,048 shares 26,048$721K0.52%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 1,711 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares 1,737$704K0.51%+4Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares 1,515$674K0.49%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares 1,033$632K0.46%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,052 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,084 shares 3,084$585K0.42%+18Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,161 shares; 2025Q1: 2,163 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares 2,161$401K0.29%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,276 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares 2,158$241K0.17%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005832 base2025-10-08acceptance time not in the bulk data set