Cannon Financial Strategists, Inc.

All 13F Filings

Location
Athens, GA
Most recent 13F
Q2 2026
Holdings value ($000)
878,509
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/7/2026 133 878,509 13F-HR Cannon Financial Strategists, Inc.
Q1 2026 5/12/2026 109 760,794 13F-HR Cannon Financial Strategists, Inc.
Q4 2025 2/4/2026 100 719,323 13F-HR Cannon Financial Strategists, Inc.
Q3 2025 11/6/2025 104 698,783 13F-HR Cannon Financial Strategists, Inc.
Q2 2025 8/6/2025 100 633,128 13F-HR Cannon Financial Strategists, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 41.69 K 4.7% 10.92 K 0 10.92 K
ETFs 813.9 K 92.6% 107.6 K 0 107.6 K
Debt 22.91 K 2.6% 0 824 -824
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
878,509
Holdings
133
QoQ value change ($000)
117,715 (15.5%)
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.