13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002005607
Total reported value
$209.2M
$209.2M
12 檔
59.8%
According to the latest 13F quarterly dataset, Sherrill & Hutchins Financial Advisory, Inc managed an equity portfolio of $209.2M at the end of Q2 2025, spanning 12 distinct U.S. exchange-listed positions.
In Q2 2025, Sherrill & Hutchins Financial Advisory, Inc displayed an active expansion posture, initiating 0 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 35.99% | -2.23% | +1.56% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 30.67% | -3.87% | +0.95% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 22.37% | -2.75% | +4.76% | |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 7.35% | -1.01% | +44.06% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.85% | -0.06% | — | |
| 6 | MCBS | Metrocity Bankshares Inc | Stock-Other | 0.58% | — | — | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.11% | +1.29% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | +0.88% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.03% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | — | -0.13% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | — | -0.09% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 0.18% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLQM | Franklin U.s. Mid Cap Multif | +1.9% | +44.06% | Add |
| 2 | VONE | Vanguard Russell 1000 | +0.9% | +1.56% | Add |
| 3 | TSLA | Tesla Inc | 0% | -0.13% | Trim |
| 4 | SCHK | Schwab 1000 Index ETF | 0% | — | Unchanged |
| 5 | VOO | Vanguard S&p 500 ETF | 0% | +0.88% | Add |
| 6 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 7 | AFL | Aflac Inc | 0% | — | Unchanged |
| 8 | MCBS | Metrocity Bankshares Inc | 0% | — | Unchanged |
| 9 | AVUV | Avantis US Small Cap Value | 0% | +4.76% | Add |
| 10 | HD | Home Depot Inc | 0% | +1.29% | Add |
| 11 | JNJ | Johnson & Johnson | -0.1% | -0.09% | Trim |
| 12 | FBND | Fidelity Total Bond ETF | -2.6% | +0.95% | Add |
According to official SEC Form 13F filings, Sherrill & Hutchins Financial Advisory, Inc reported a total U.S. public equity portfolio value of $209.2M across 12 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONE, FBND, AVUV) accounted for 59.8% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
TSLA
前期市值: $393.1K
During Q2 2025, Sherrill & Hutchins Financial Advisory, Inc's top holdings by market value included VONE (36.0%)、FBND (30.7%)、AVUV (22.4%). The largest single position, VONE, represented 36.0% of total portfolio value.
In Q2 2025, Sherrill & Hutchins Financial Advisory, Inc made 8 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.