Cannon Financial Strategists, Inc. Portfolio Holdings

Cannon Financial Strategists, Inc.

  • $633 Billion
  • Q2 2025

Cannon Financial Strategists, Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $633 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $105B, Spdr Portfolio with a value of $78.1B, Spdr S&P 600 Small Cap Value E with a value of $76B, American Centy ETF Tr Avantis with a value of $71.6B, and Vanguard Bd Index Fd Inc Inter with a value of $40.5B.

Examining the 13F form we can see an increase of $50.6B in the current position value, from $583B to 633B.

Cannon Financial Strategists, Inc. is based out at Athens, GA

Below you can find more details about Cannon Financial Strategists, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $633 Billion
ETFs: $521 Billion
Consumer Defensive: $6.97 Billion
Healthcare: $3.82 Billion
Technology: $3.39 Billion
Financial Services: $3.07 Billion
Utilities: $2.61 Billion
Consumer Cyclical: $2.01 Billion
Industrials: $1.49 Billion
Other: $1.43 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$4.1 Billion 0.65% of portfolio
57,883
Q2 2025 Added 0.07%
$621B
$1.93 Billion 0.3% of portfolio
3,964
Q4 2024 Added 0.25%
$3.69T
$1.49 Billion 0.24% of portfolio
7,286
Q2 2025 Reduced 0.79%
$405B
$1.47 Billion 0.23% of portfolio
4,010
Q2 2025 Added 1.49%
$368B
$1.2 Billion 0.19% of portfolio
7,506
Q4 2024 Added 5.53%
$3.95T
$1.1 Billion 0.17% of portfolio
2,214
Q2 2025 Reduced 0.63%
$351B
$769 Million 0.12% of portfolio
4,141
Q4 2024 Added 2.4%
$281B
$671 Million 0.11% of portfolio
6,867
Q3 2024 Added 213.56%
$452B
$612 Million 0.1% of portfolio
4,006
Q2 2025 Added 48.32%
$229B
$593 Million 0.09% of portfolio
4,361
Q3 2024 Added 7.39%
$442B
$579 Million 0.09% of portfolio
5,370
Q3 2024 Added 7.21%
$859B
$447 Million 0.07% of portfolio
1,542
Q4 2024 Added 6.71%
$210B
$295 Million 0.05% of portfolio
1,000
Q3 2024 New
$203B
$290 Million 0.05% of portfolio
3,666
Q2 2025 Reduced 0.33%
$608B
$271 Million 0.04% of portfolio
348
Q1 2022 Sold Out
$439B
$256 Million 0.04% of portfolio
259
Q4 2024 Added 4.02%
$203B
$250 Million 0.04% of portfolio
8,635
Q1 2025 New
$1.24T
$259 Million 0.04% of portfolio
1,459
Q1 2023 Sold Out
$1.08T
$209 Million 0.03% of portfolio
657
Q2 2025 Reduced 15.01%
$456B
$218 Million 0.03% of portfolio
1,377
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $633 Billion
  • Prior Value $583 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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