CIK 1512779
SRH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
293
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 293
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SRHQ | ELEVATION SERIES TRUST | 4.3M | $1M+ | SH |
| SRHR | ELEVATION SERIES TRUST | 879K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 883K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 57K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 396K | $1M+ | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 408K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 64K | $1M+ | SH |
| EVR | EVERCORE INC | 12K | $1M+ | SH |
| STEW | SRH TOTAL RETURN FUND INC | 189K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VIG | VANGUARD GROUP | 13K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS INC | 11K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PUB LTD | 4K | $1M+ | SH |
| SO | SOUTHERN CO | 13K | $1M+ | SH |
| NVDA | NVIDIA CORP | 6K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| NRG | NRG ENERGY INC | 5K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| ZIG | ETF SER SOLUTIONS | 18K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FD INC | 8K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| KO | COCA COLA CO | 8K | $500K+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 7K | $100K–$500K | SH |
| KR | KROGER CO | 7K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| META | META PLATFORMS INC | 620 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| FWRG | FIRST WATCH RESTAURANT GROUP | 25K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 11K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 3K | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| LLY | LILLY ELI & CO | 267 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 5K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| XMLV | INVESCO EXCHNG TRADED FD TR | 4K | $100K–$500K | SH |