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Cannon Financial Strategists, Inc. - Portfolio Stock Holdings

Cannon Financial Strategists, Inc. disclosed 139 stock positions in a recent SEC 13F filing. $884,687,104 of stock holdings were filed, with the largest holdings including DFIC, SPYG, and AVLV. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,669,821,227 and has 33 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

139

Est. Stock Holding Value:

$884,687,104

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Cannon Financial Strategists, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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