Sherrill & Hutchins Financial Advisory, Inc
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,303
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 15 | 169,303 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
| Q4 2025 | 1/12/2026 | 13 | 141,034 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
| Q3 2025 | 10/8/2025 | 12 | 138,045 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
| Q2 2025 | 7/11/2025 | 12 | 128,675 | 13F-HR | Sherrill & Hutchins Financial Advisory, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.029 K | 1.2% | 0 | 95.56 K | -95.56 K |
| ETFs | 167.3 K | 98.8% | 123.8 K | 0 | 123.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
169,303
Holdings
15
QoQ value change ($000)
28,269
(20.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.