Data as of Q4 2025 (Dec 31, 2025)

Sherrill & Hutchins Financial Advisory, Inc

•CIK: 2005607•Filing: Q4 2025

**Sherrill & Hutchins Financial Advisory, Inc.** manages $141M across a concentrated portfolio of 13 positions. The fund exhibits significant overweighting in VONE, representing $49.5M, followed by substantial allocations to FBND at $41.3M and AVUV at $31.9M. These top holdings suggest a strategic focus on specific fixed-income and factor-based equity exposures. The remaining capital is deployed across diverse holdings, including FLQM ($12.8M) and VOO ($0.6M).

Total AUM
$141.0M
QoQ Performance
+2.2%
Positions
13
Top 10 Concentration
99.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VONE
FBND
AVUV
FLQM
VONE35.1%
FBND29.3%
AVUV22.6%
FLQM9.1%
SCHK1.1%
MCBS0.5%
TSLA0.5%
VOO0.5%

📈 Biggest Buys

FLQM
FRANKLIN TEMPLETON ETF TR
+9.4%
9.1% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+1.9%
29.3% of portfolio
LLY
ELI LILLY & CO
NEW
0.2% of portfolio
SCHK
SCHWAB STRATEGIC TR
+0.3%
1.1% of portfolio
RSP
INVESCO EXCHANGE TRADED FD T
+0.7%
0.4% of portfolio

📉 Biggest Sells

VONE
VANGUARD SCOTTSDALE FDS
-1.5%
35.1% of portfolio
VOO
VANGUARD INDEX FDS
-0.1%
0.5% of portfolio

Sector Breakdown

Other98.2%
Consumer0.9%
Healthcare0.5%
ETF0.5%

Changes from Q3 2025

NEW1 new position
↑6 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VONE35.1%
VANGUARD SCOTTSDALE FDS
$49.5M
FBND29.3%
FIDELITY MERRIMACK STR TR
$41.3M
AVUV22.6%
AMERICAN CENTY ETF TR
$31.9M
FLQM9.1%
FRANKLIN TEMPLETON ETF TR
$12.8M
SCHK1.1%
SCHWAB STRATEGIC TR
$1.5M

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