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Cannon Financial Strategists - Q4 2025 13F Filings

CA

Cannon Financial Strategists, Inc.

CIK: 0002031123
Address: Georgia Athens 649-8 South Milledge Ave
$719.32 M
Portfolio Value
100
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ICSH Ishares Ultra Short Duration Bond Active Etf
+$1.98 M
2. BIV Vanguard Intermediate-Term Bond Etf
+$1.7 M
3. DFIC Dimensional International Core Equity 2 Etf
+$1.47 M
4. SPIP Spdr Portfolio Tips Etf
+$1.22 M
5. SLYV Spdr S&P 600 Small Cap Value Etf
+$709,838.9

Top Sells

Q4 2025
1. IBTF Ishares Ibonds Dec 2025 Term Treasury Etf
−$1.47 M
2. SPYG Spdr Portfolio S&P 500 Growth Etf
−$1.16 M
3. IBDQ Ishares Ibonds Dec 2025 Term Corporate Etf
−$987,611
4. VUG Vanguard Growth Etf
−$653,736.51
5. AVDE Avantis International Equity Etf
−$649,587.69

Asset Allocation

Stocks/ETFs
+2.92%
$718.34 M 99.86%
Options
$0 0.00%
Debt
$0 0.00%
Other
+17.97%
$979,849 0.14%

Sector Allocation (Stocks)

Cannon Financial Strategists Q4 2025 Filing Summary

Cannon Financial Strategists, Inc. filed its 13F report for Q4 2025 on February 04, 2026. The portfolio totaled 719.32 M reflecting a +2.94% change from the prior quarter, spanning 100 assets. The top 10 holdings comprised 77.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 5 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 Q4 2025 Filing

Cannon Financial Strategists submitted their Form 13F-HR for the Q4 2025 period on 02/04/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Cannon Financial Strategists reported a managed portfolio value of 719.32 M, consisting of 100 individual positions.

This page displays the raw filing documents. To see which stocks Cannon Financial Strategists bought or sold during Q4 2025, please visit Cannon Financial Strategists's Portfolio Analysis page.