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Kelly Dixon

Cannon Financial Strategists, Inc.

Assets Managed
$760.794M
Holdings
109
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
5.77%(2Q avg: 4.36%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cannon Financial Strategists, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Cannon Financial Strategists, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 760.794M in assets, with a quarterly growth rate of 5.77% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Kelly Dixon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIC
Dimensional International Co
Recent Activity
Increased 0.06%
16.14%
$122.773M
3.455M shares@ $35.53 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Increased 0.61%
12.54%
$95.342M
1.008M shares@ $94.58 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 4.29%
11.98%
$91.098M
1.13M shares@ $80.61 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 7.82%
11.38%
$86.504M
883,504 shares@ $97.91 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 10.09%
6.67%
$50.743M
657,468 shares@ $77.19 avg price
SPIP
Spdr Portfolio Tips Etf
Recent Activity
Increased 9.92%
3.95%
$29.982M
1.153M shares@ $26.02 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 3.49%
3.78%
$28.726M
65,765 shares@ $436.8 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -2.55%
3.56%
$27.061M
335,823 shares@ $80.58 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.48%
2.97%
$22.59M
70,417 shares@ $320.81 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 1.88%
2.93%
$22.241M
262,157 shares@ $84.84 avg price

1-10 of 109