Cannon Financial Strategists, Inc.
RIA/Wealth
Cannon Financial Strategists, Inc. is a RIA/Wealth based in Salt Lake City, UT led by Clinton Croxall Cannon, managing $698.8M across 104 long positions as of Q3 2025 with 96% ETF concentration, 77% concentrated in top 10 holdings, 16% allocation to DFIC, and minimal technology exposure.
PresidentClinton Croxall Cannon
- Portfolio Value
- $698.8M
- Positions
- 104
- Top Holding
- DFIC at 16.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cannon Financial Strategists, Inc.'s portfolio (77% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $111.8M | 16.01% | +$1.0M Bought | — 3.4M shares | |
ETF ETF | $88.1M | 12.61% | +$3.7M Bought | — 994.1K shares | |
ETF ETF | $86.8M | 12.42% | +$1.2M Bought | — 830.3K shares | |
ETF ETF | $78.4M | 11.22% | +$2.6M Bought | — 1.1M shares | |
ETF ETF | $44.9M | 6.43% | +$4.1M Bought | — 575.4K shares | |
ETF ETF | $31.1M | 4.45% | -$194.7K Sold | — 64.9K shares | |
ETF ETF | $26.4M | 3.77% | +$2.6M Bought | — 1.0M shares | |
ETF ETF | $26.3M | 3.76% | -$1.2M Sold | — 349.9K shares | |
ETF ETF | $23.2M | 3.31% | +$645.8K Bought | — 70.5K shares | |
ETF ETF | $20.9M | 2.99% | -$707.1K Sold | — 265.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cannon Financial Strategists, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+383.91% | |
+24.95% | |
+19.88% | |
+14.55% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-48.94% | |
-32.95% | |
-11.04% |
Analytics
Portfolio insights and performance metrics for Cannon Financial Strategists, Inc.
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