Sherrill & Hutchins Financial Advisory, Inc

ATLANTA, GA · CIK 2005607 · 13F filing filed 2026-07-23

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

$209.2m reported value +23.6% vs Q1 2026

20positions

98.3%in top 10

5 new 8 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 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	155,798	$52.8m25.23%	25.23%	Reduced -1.7k	-1,707 -1.1%
2	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	943,913	$42.9m20.53%	20.53%	Added +38.5k	+38,451 4.2%
3	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	305,614	$36.1m17.25%	17.25%	Added +37.8k	+37,787 14.1%
4	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	288,668	$36.0m17.22%	17.22%	Reduced -17.4k	-17,449 -5.7%
5	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	550,660	$19.3m9.22%	9.22%	Added +523.9k	+523,908 1958.4%
6	FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT FLQM	FLQM	246,185	$14.3m6.81%	6.81%	Added +5.1k	+5,087 2.1%
7	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	46,325	$1.7m0.80%	0.80%	Added +9	+9 0.0%
8	HOME DEPOT INC COM HD	HD	3,271	$1.2m0.55%	0.55%	Reduced -104	-104 -3.1%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,032	$708.7k0.34%	0.34%	Unchanged
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,960	$700.5k0.33%	0.33%	New
11	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,141	$668.3k0.32%	0.32%	Added +34	+34 1.1%
12	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	5,695	$525.1k0.25%	0.25%	Added +71	+71 1.3%
13	METROCITY BANKSHARES INC COM MCBS	MCBS	13,024	$467.4k0.22%	0.22%	Unchanged
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	617	$460.6k0.22%	0.22%	New
15	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	7,438	$324.4k0.16%	0.16%	Added +83	+83 1.1%
16	ELI LILLY & CO COM LLY	LLY	215	$257.9k0.12%	0.12%	New
17	AFLAC INC COM AFL	AFL	2,051	$240.5k0.11%	0.11%	Unchanged
18	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,030	$233.6k0.11%	0.11%	Unchanged
19	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	1,404	$220.4k0.11%	0.11%	New
20	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	4,192	$212.4k0.10%	0.10%	New