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Cannon Advisors, Inc.
Cannon Advisors, Inc. is a Charlotte, North Carolina-based SEC Registered Investment Adviser that provides integrated wealth management, tax planning, financial planning, and retirement solutions for individuals, families, and institutions. Founded by Bryan Cannon, CFP®, the firm specializes in highly personalized financial strategies, combining investments, tax, accounting, estate, and retirement planning under one roof. Cannon Advisors leverages proprietary technology, Cannon AIQ, to drive investment decisions and risk management. The team offers decades of experience guiding clients through life's transitions, and operates alongside Cannon Tax & Accounting, a separately owned but closely affiliated entity.
Investment Strategy
Cannon Advisors employs a proprietary investment strategy powered by Cannon AIQ, an internal machine learning algorithm that guides buy and sell decisions for client portfolios. The approach blends technical analysis with systematic, algorithm-driven active management, seeking to manage risk, participate in upside market trends, and exit positions based on clear signals. Their strategy emphasizes tailored asset allocations based on individual client needs, risk tolerance, and holistic financial planning, striving for tax efficiency and overall financial well-being.
Latest 13F Filing Activity
Cannon Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 69 equity positions with a total 13F market value of $124M. The fund increased holdings in Cloudflare Inc., Vaneck Etf Trust, American Express Co. among other positions. Cannon Advisors, Inc. reduced exposure to Lowes Cos Inc., Invesco QQQ TR, SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 7.12% | $8.8M | 16,034 | $488.16 | $551.64 | -$972.2K |
S SPY | SPDR S&P 500 ETF TR | 6.99% | $8.7M | 14,046 | $573.80 | $617.85 | -$819.4K |
F FLRN | SPDR SERIES TRUST | 6.42% | $8.0M | 258,548 | $30.84 | $30.83 | +$146.2K |
N NVDA | NVIDIA CORPORATION | 4.74% | $5.9M | 37,298 | $121.44 | $157.99 | -$96.3K |
A AAPL | APPLE INC | 3.90% | $4.8M | 23,597 | $233.00 | $205.17 | -$519.7K |
Industry Allocation
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