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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 $169,303,049 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 99.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005607-26-000002

Period
2026-03-31
Reported value
$169M
Holdings
15
Top 10 weight
99.03%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QGROnew+267,827$28.1M
DFISnew+26,752$901K
FLQMadded+14,018$770K
HDadded+1,632$537K
BONDnew+5,624$519K

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-2,601-$768K
AVUVreduced-6,241-$689K
TSLAexited-1,515-$681K
JNJexited-2,161-$447K
MCBSreduced-13,024-$373K

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, Q1 2026

Share positions as resolved from 13F-HR 0002005607-26-000002, largest first. % of portfolio is the value over $169,303,049, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,991 shares; 2025Q1: 162,372 shares; 2025Q2: 164,904 shares; 2025Q3: 162,469 shares; 2025Q4: 160,106 shares; 2026Q1: 157,505 shares 157,505$46.5M27.46%-2,601Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 823,928 shares; 2025Q1: 854,544 shares; 2025Q2: 862,695 shares; 2025Q3: 879,774 shares; 2025Q4: 896,594 shares; 2026Q1: 905,462 shares 905,462$41.3M24.4%+8,868Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 294,142 shares; 2025Q1: 301,577 shares; 2025Q2: 315,934 shares; 2025Q3: 312,304 shares; 2025Q4: 312,358 shares; 2026Q1: 306,117 shares 306,117$33.8M19.97%-6,241Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,827 shares 267,827$28.1M16.62%newTimeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 120,826 shares; 2025Q2: 174,064 shares; 2025Q3: 207,631 shares; 2025Q4: 227,080 shares; 2026Q1: 241,098 shares 241,098$13.2M7.82%+14,018Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,684 shares; 2025Q1: 36,684 shares; 2025Q2: 36,684 shares; 2025Q3: 46,033 shares; 2025Q4: 46,182 shares; 2026Q1: 46,316 shares 46,316$1.45M0.86%+134Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,806 shares; 2025Q1: 1,711 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,743 shares; 2026Q1: 3,375 shares 3,375$1.11M0.66%+1,632Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,752 shares 26,752$901K0.53%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares 1,032$617K0.36%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,052 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 3,084 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares 3,107$596K0.35%0Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,624 shares 5,624$519K0.31%newTimeline
MCBSMETROCITY BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,048 shares; 2025Q1: 26,048 shares; 2025Q2: 26,048 shares; 2025Q3: 26,048 shares; 2025Q4: 26,048 shares; 2026Q1: 13,024 shares 13,024$373K0.22%-13,024Timeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,355 shares 7,355$321K0.19%newTimeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,276 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,051 shares 2,051$225K0.13%-107Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,030 shares 3,030$205K0.12%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC1,515$681Kshares
JNJJOHNSON & JOHNSON2,161$447Kshares
LLYELI LILLY & CO215$231Kshares

How Q1 2026 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 0002005607-26-000002 base2026-04-22acceptance time not in the bulk data set