Cannon Financial Strategists, Inc.
•CIK: 2031123•Filing: Q4 2025
**Cannon Financial Strategists, Inc.** manages $719M across a diversified portfolio of 100 positions. The firm exhibits significant conviction in select names, with its top holdings including DFIC at $119.0M and SLYV at $91.1M. Further concentration is evident in SPYG ($87.4M) and AVLV ($82.1M), suggesting a tactical focus on specific market segments. This allocation profile indicates a concentrated, high-conviction approach to generating alpha.
Total AUM
$719.3M
QoQ Performance
+2.9%
Positions
58
Top 10 Concentration
77.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DFIC
SLYV
SPYG
AVLV
BIV
DFIC16.5%
SLYV12.7%
SPYG12.2%
AVLV11.4%
BIV6.5%
VUG4.3%
SPIP3.8%
AVEM3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.1%
ETF1.0%
Technology0.6%
Consumer Staples0.6%
Healthcare0.5%
Financial0.4%
Consumer0.4%
Utilities0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑44 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024