Cannon Financial Strategists, Inc.

Q3 2025 13F Holdings

  • Location
    athens, GA
  • Num holdings

    104

  • Value ($000)

    $698,783

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0002031123
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$111.84 M
16 %

3,410,893

---

SPDR SERIES TRUST

S&P 600 SMCP VAL
$88.13 M
13 %

994,143

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$86.78 M
12 %

830,316

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$78.39 M
11 %

1,084,848

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$44.93 M
6 %

575,363

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$31.12 M
5 %

64,891

---

SPDR SERIES TRUST

PORTFLI TIPS ETF
$26.37 M
4 %

1,001,735

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$26.28 M
4 %

349,886

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$23.15 M
3 %

70,547

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$20.93 M
3 %

265,224

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