Sherrill & Hutchins Financial Advisory, Inc - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Sherrill & Hutchins Financial Advisory, Inc held in its portfolio 13 assets valued at $141,033,742 (i.e. $141.03M).

The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($49.48M), FIDELITY MERRIMACK STR TR ($41.28M), and AMERICAN CENTY ETF TR ($31.85M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Sherrill & Hutchins Financial Advisory, Inc Portfolio
VANGUARD SCOTTSDALE FDS
FIDELITY MERRIMACK STR TR
AMERICAN CENTY ETF TR
FRANKLIN TEMPLETON ETF TR
SCHWAB STRATEGIC TR
METROCITY BANKSHARES INC
TESLA INC
VANGUARD INDEX FDS
HOME DEPOT INC
INVESCO EXCHANGE TRADED FD T
Sherrill & Hutchins Financial Advisory, Inc - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
VANGUARD SCOTTSDALE FDS 160106 49479077 VNG RUS1000IDX
FIDELITY MERRIMACK STR TR 896594 41279208 TOTAL BD ETF
AMERICAN CENTY ETF TR 312358 31854290 US SML CP VALU
FRANKLIN TEMPLETON ETF TR 227080 12775530 US MID CP MLTFCT
SCHWAB STRATEGIC TR 46182 1514775 1000 INDEX ETF
METROCITY BANKSHARES INC 26048 691314 COM
TESLA INC 1515 681326 COM
VANGUARD INDEX FDS 1032 647086 S&P 500 ETF SHS
HOME DEPOT INC 1743 599620 COM
INVESCO EXCHANGE TRADED FD T 3107 595178 S&P500 EQL WGT
JOHNSON & JOHNSON 2161 447319 COM
AFLAC INC 2158 237963 COM
ELI LILLY & CO 215 231056 COM