Cannon Financial Strategists, Inc.
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 719,323
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 587.1 K | 81.6% | 47.42 K | 0 | 47.42 K |
| ETFs | 91.84 K | 12.8% | 0 | 25.37 K | -25.37 K |
| Debt | 18.78 K | 2.6% | 0 | 2.101 K | -2.101 K |
| Other | 21.64 K | 3.0% | 588 | 0 | 588 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
719,323
Holdings
100
QoQ value change ($000)
20,540
(2.9%)
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.