Sherrill & Hutchins Financial Advisory, Inc Portfolio Holdings

Sherrill & Hutchins Financial Advisory, Inc

  • $141 Billion
  • Q4 2025

Sherrill & Hutchins Financial Advisory, Inc has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 ETF with a value of $49.5B, Fidelity Merrimack Str Tr Tota with a value of $41.3B, American Centy ETF Tr Avantis with a value of $31.9B, Franklin Templeton ETF Tr Libe with a value of $12.8B, and Schwab Strategic Tr 1000 Index with a value of $1.51B.

Examining the 13F form we can see an increase of $2.99B in the current position value, from $138B to 141B.

Sherrill & Hutchins Financial Advisory, Inc is based out at Atlanta, GA

Below you can find more details about Sherrill & Hutchins Financial Advisory, Inc portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $138 Billion
Consumer Cyclical: $1.28 Billion
Financial Services: $929 Million
Healthcare: $678 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $141 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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