Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory reported 19 stocks worth $207M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VONE (25.4%), FBND (20.3%) and QGRO (17.7%). Compared with Q2 2026, the fund added to FBND, QGRO and DFIS, trimmed VONE, AVUV and SCHK and sold out of SPY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VONE Vanguard Scottsdale Fds | $52.6M | 25.4% | 153K | −2,849 (−2%) | 8 of 8 | |
| 2 |  FBND Fidelity Total Bond ETF | $42M | 20.3% | 970K | +26K (+3%) | 8 of 8 | |
| 3 |  QGRO American Centy ETF TR | $36.6M | 17.7% | 313K | +6,975 (+2%) | 3 of 8 | |
| 4 |  AVUV American Centy ETF TR | $33.2M | 16.1% | 282K | −6,640 (−2%) | 8 of 8 | |
| 5 |  DFIS Dimensional ETF Trust | $21.1M | 10.2% | 582K | +32K (+6%) | 3 of 8 | |
| 6 |  FLQM Franklin Templeton ETF TR | $14.2M | 6.9% | 247K | +993 (+0%) | 7 of 8 | |
| 7 |  SCHK Schwab Strategic TR | $1.7M | 0.8% | 46K | −262 (−1%) | 8 of 8 | |
| 8 |  HD Home Depot Inc | $932K | 0.5% | 3,277 | +6 (+0%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $723K | 0.3% | 1,032 | No change | 8 of 8 | |
| 10 |  RSP Invesco Exchange Traded FD T | $657K | 0.3% | 3,158 | +17 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPY Spdr S&P 500 ETF TR | $461K | 617 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sherrill & Hutchins Financial Advisory 13F FAQ
What does Sherrill & Hutchins Financial Advisory own?
Sherrill & Hutchins Financial Advisory reported 19 stocks worth $207M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VONE (25.4%), FBND (20.3%) and QGRO (17.7%). The table above lists every position in the filing (the top 10 without an account).
What did Sherrill & Hutchins Financial Advisory buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 10 added to, 4 trimmed and 1 sold out. It sold all of SPY.
When will Sherrill & Hutchins Financial Advisory file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sherrill & Hutchins Financial Advisory's portfolio worth?
The Q3 2026 filing reports $207M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.