Sherrill & Hutchins Financial Advisory, Inc

ATLANTA, GA · CIK 2005607 · 13F filing filed 2026-04-22

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

$169.3m reported value +20.0% vs Q4 2025

15positions

99.0%in top 10

5 new 4 added 4 reduced 3 sold out vs Q4 2025

Holdings, Q1 2026

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	157,505	$46.5m27.46%	27.46%	Reduced -2.6k	-2,601 -1.6%
2	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	905,462	$41.3m24.40%	24.40%	Added +8.9k	+8,868 1.0%
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	306,117	$33.8m19.97%	19.97%	Reduced -6.2k	-6,241 -2.0%
4	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	267,827	$28.1m16.62%	16.62%	New
5	FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT FLQM	FLQM	241,098	$13.2m7.82%	7.82%	Added +14.0k	+14,018 6.2%
6	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	46,316	$1.5m0.86%	0.86%	Added +134	+134 0.3%
7	HOME DEPOT INC COM HD	HD	3,375	$1.1m0.66%	0.66%	Added +1.6k	+1,632 93.6%
8	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	26,752	$900.7k0.53%	0.53%	New
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,032	$616.6k0.36%	0.36%	Unchanged
10	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,107	$596.3k0.35%	0.35%	Unchanged
11	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	5,624	$519.0k0.31%	0.31%	New
12	METROCITY BANKSHARES INC COM MCBS	MCBS	13,024	$373.4k0.22%	0.22%	Reduced -13.0k	-13,024 -50.0%
13	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	7,355	$320.6k0.19%	0.19%	New
14	AFLAC INC COM AFL	AFL	2,051	$225.0k0.13%	0.13%	Reduced -107	-107 -5.0%
15	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,030	$204.6k0.12%	0.12%	New

Security	Ticker	Shares held before	Value then
TESLA INC TSLA	TSLA	1,515	$681.3k1.5k shares
JOHNSON & JOHNSON JNJ	JNJ	2,161	$447.3k2.2k shares
ELI LILLY & CO LLY	LLY	215	$231.1k215 shares