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Cannon Financial Strategists - Q1 2026 13F Filings

CA

Cannon Financial Strategists, Inc.

CIK: 0002031123
Address: Georgia Athens 649-8 South Milledge Ave
$760.79 M
Portfolio Value
109
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPYG Spdr Portfolio S&P 500 Growth Etf
+$6.27 M
2. CGCB Capital Group Core Bond Etf
+$5.06 M
3. BIV Vanguard Intermediate-Term Bond Etf
+$4.65 M
4. CGMU Capital Group Municipal Income Etf
+$4.04 M
5. AVLV Avantis Us Large Cap Value Etf
+$3.74 M

Top Sells

Q1 2026
1. AAPL Apple
−$754,757.52
2. AVEM Avantis Emerging Markets Equity Etf
−$709,587.1
3. AMGN Amgen
−$280,056.95
4. BLK Blackrock
−$224,771
5. TRMK Trustmark Corporation
−$200,164

Asset Allocation

Stocks/ETFs
+5.74%
$759.57 M 99.84%
Options
$0 0.00%
Debt
$0 0.00%
Other
+24.99%
$1.22 M 0.16%

Sector Allocation (Stocks)

Cannon Financial Strategists Q1 2026 Filing Summary

Cannon Financial Strategists, Inc. filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 760.79 M reflecting a +5.77% change from the prior quarter, spanning 109 assets. The top 10 holdings comprised 76.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 2 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Cannon Financial Strategists’s Q1 2026 Filing

Cannon Financial Strategists submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Cannon Financial Strategists reported a managed portfolio value of 760.79 M, consisting of 109 individual positions.

This page displays the raw filing documents. To see which stocks Cannon Financial Strategists bought or sold during Q1 2026, please visit Cannon Financial Strategists's Portfolio Analysis page.