Sherrill & Hutchins Financial Advisory, Inc

ATLANTA, GA · CIK 2005607 · 13F filing filed 2025-07-11

SEC-registered investment adviser since 1984 · corporation

Assets managed$623.7m
Staff9 · 6 in investment roles
Main clients (by assets)High net worth individuals 80%, Individuals 17%, Charities 2%
Websitesherrillandhutchins.com
Form ADV · 2026-06-26SEC adviser record

$128.7m reported value +9.7% vs Q1 2025

12positions

99.6%in top 10

0 new 6 added 2 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	164,904	$46.3m35.99%	35.99%	Added +2.5k	+2,532 1.6%
2	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	862,695	$39.5m30.67%	30.67%	Added +8.2k	+8,151 0.9%
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	315,934	$28.8m22.37%	22.37%	Added +14.4k	+14,357 4.8%
4	FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT FLQM	FLQM	174,064	$9.5m7.35%	7.35%	Added +53.2k	+53,238 44.1%
5	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	36,684	$1.1m0.85%	0.85%	Unchanged
6	METROCITY BANKSHARES INC COM MCBS	MCBS	26,048	$744.5k0.58%	0.58%	Unchanged
7	HOME DEPOT INC COM HD	HD	1,733	$635.4k0.49%	0.49%	Added +22	+22 1.3%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,033	$586.7k0.46%	0.46%	Added +9	+9 0.9%
9	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,066	$557.2k0.43%	0.43%	Unchanged
10	TESLA INC COM TSLA	TSLA	1,515	$481.3k0.37%	0.37%	Reduced -2	-2 -0.1%
11	JOHNSON & JOHNSON COM JNJ	JNJ	2,161	$330.2k0.26%	0.26%	Reduced -2	-2 -0.1%
12	AFLAC INC COM AFL	AFL	2,158	$227.6k0.18%	0.18%	Unchanged