Cannon Financial Strategists, Inc.
All 13F Filings
- Location
- Athens, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 760,794
- 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 |
|---|---|---|---|---|---|
| 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 | 30.77 K | 4.0% | 0 | 556.3 K | -556.3 K |
| ETFs | 706.3 K | 92.8% | 614.4 K | 0 | 614.4 K |
| Debt | 23.74 K | 3.1% | 4.954 K | 0 | 4.954 K |
| Other | 0 | 0.0% | 0 | 21.64 K | -21.64 K |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
760,794
Holdings
109
QoQ value change ($000)
41,471
(5.8%)
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.