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Cannon Financial Strategists - Q2 2026 13F Filings

CA

Cannon Financial Strategists, Inc.

CIK: 0002031123
Address: Georgia Athens 649-8 South Milledge Ave
$878.51 M
Portfolio Value
133
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$28.43 M
2. DFIC Dimensional International Core Equity 2 Etf
+$5.52 M
3. CGMU Capital Group Municipal Income Etf
+$4.31 M
4. TMB Thornburg Multi Sector Bond Etf
+$3.88 M
5. SPYG Spdr Portfolio S&P 500 Growth Etf
+$3.66 M

Top Sells

Q2 2026
1. ICSH Ishares Ultra Short Duration Bond Active Etf
−$2.06 M
2. AVEM Avantis Emerging Markets Equity Etf
−$1.36 M
3. CGCB Capital Group Core Bond Etf
−$792,075.6
4. SLYV Spdr S&P 600 Small Cap Value Etf
−$754,713.83
5. VIOV Vanguard S&P Small-Cap 600 Value Etf
−$379,210.13

Asset Allocation

Stocks/ETFs
+15.52%
$877.47 M 99.88%
Options
$0 0.00%
Debt
$0 0.00%
Other
-15.33%
$1.04 M 0.12%

Sector Allocation (Stocks)

Cannon Financial Strategists Q2 2026 Filing Summary

Cannon Financial Strategists, Inc. filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 878.51 M reflecting a +15.47% change from the prior quarter, spanning 133 assets. The top 10 holdings comprised 74.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Cannon Financial Strategists’s Q2 2026 Filing

Cannon Financial Strategists submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Cannon Financial Strategists reported a managed portfolio value of 878.51 M, consisting of 133 individual positions.

This page displays the raw filing documents. To see which stocks Cannon Financial Strategists bought or sold during Q2 2026, please visit Cannon Financial Strategists's Portfolio Analysis page.