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CIK: 0002005607
Total reported value
$209.2M
$209.2M
12 檔
64.1%
During the Q3 2025 filing period, Sherrill & Hutchins Financial Advisory, Inc (CIK: 0002005607) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $209.2M across 12 reported positions.
In Q3 2025, Sherrill & Hutchins Financial Advisory, Inc displayed an active expansion posture, initiating 0 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 35.58% | -2.23% | -1.48% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 29.47% | -3.87% | +1.98% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 22.52% | -2.75% | -1.15% | |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 8.49% | -1.01% | +19.28% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 1.07% | -0.06% | +25.49% | |
| 6 | MCBS | Metrocity Bankshares Inc | Stock-Other | 0.52% | — | — | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.11% | +0.23% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | -0.03% | +0.59% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | — | — | |
| 12 | AFL | Aflac Inc | Stock-Financials | 0.17% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLQM | Franklin U.s. Mid Cap Multif | +3% | +19.28% | Add |
| 2 | VONE | Vanguard Russell 1000 | +0.4% | -1.48% | Add |
| 3 | SCHK | Schwab 1000 Index ETF | +0.2% | +25.49% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | — | Trim |
| 5 | AVUV | Avantis US Small Cap Value | +0.1% | -1.15% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | — | Add |
| 7 | HD | Home Depot Inc | 0% | +0.23% | Add |
| 8 | JNJ | Johnson & Johnson | 0% | — | Trim |
| 9 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.59% | Add |
| 10 | AFL | Aflac Inc | 0% | — | Unchanged |
| 11 | MCBS | Metrocity Bankshares Inc | -0.1% | — | Unchanged |
| 12 | FBND | Fidelity Total Bond ETF | -3.8% | +1.98% | 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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VONE, FBND, AVUV) accounted for 64.1% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
TSLA
前期市值: $393.1K
During Q3 2025, Sherrill & Hutchins Financial Advisory, Inc's top holdings by market value included VONE (35.6%)、FBND (29.5%)、AVUV (22.5%). The largest single position, VONE, represented 35.6% of total portfolio value.
In Q3 2025, Sherrill & Hutchins Financial Advisory, Inc made 10 total portfolio adjustments, initiating 0 new buys, adding to 8 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.
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