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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 $209,195,544 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 98.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002005607-26-000004

Period
2026-06-30
Reported value
$209M
Holdings
20
Top 10 weight
98.27%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFISadded+523,908$18.4M
QGROadded+37,787$4.46M
FBNDadded+38,451$1.75M
GOOGLnew+1,960$700K
SPYnew+617$461K

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
AVUVreduced-17,449-$2.18M
VONEreduced-1,707-$578K
HDreduced-104-$36.7K

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, Q2 2026

Share positions as resolved from 13F-HR 0002005607-26-000004, largest first. % of portfolio is the value over $209,195,544, 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; 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; 2026Q2: 155,798 shares 155,798$52.8M25.23%-1,707Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 943,913 shares 943,913$42.9M20.53%+38,451Timeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267,827 shares; 2026Q2: 305,614 shares 305,614$36.1M17.25%+37,787Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 288,668 shares 288,668$36M17.22%-17,449Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,752 shares; 2026Q2: 550,660 shares 550,660$19.3M9.22%+523,908Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 246,185 shares 246,185$14.3M6.81%+5,087Timeline
SCHKSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 46,325 shares 46,325$1.67M0.8%+9Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,271 shares 3,271$1.15M0.55%-104Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,032 shares 1,032$709K0.34%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares 1,960$700K0.33%newTimeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,141 shares 3,141$668K0.32%+34Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,624 shares; 2026Q2: 5,695 shares 5,695$525K0.25%+71Timeline
MCBSMETROCITY BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,024 shares 13,024$467K0.22%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617 shares 617$461K0.22%newTimeline
FIXDFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,355 shares; 2026Q2: 7,438 shares 7,438$324K0.16%+83Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215 shares; 2026Q1: not reported; 2026Q2: 215 shares 215$258K0.12%newTimeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,051 shares 2,051$240K0.11%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,030 shares; 2026Q2: 3,030 shares 3,030$234K0.11%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,404 shares 1,404$220K0.11%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,192 shares 4,192$212K0.1%newTimeline

How Q2 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 0002005607-26-000004 base2026-07-23acceptance time not in the bulk data set