SRH ADVISORS, LLC 13F Holdings

CIK 0001512779 · SALINA, KS

As of Sep 30, 2025, SRH ADVISORS, LLC reported 277 positions worth $342.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ELEVATION SERIES TRUSTSRHQ—4,308,340 66.5M48.68%
ELEVATION SERIES TRUSTSRHR—878,259$48.6M14.22%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity909,561$24.8M7.26%
JPMORGAN CHASE & COJPMFinancial Services57,220 8.0M5.28%
COHEN & STEERS INFRASTRUCTURE FUND INCUTF—407,876 0.1M2.96%
SCHWAB US BROAD MARKET ETFSCHB—387,881 0.0M2.92%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services9,573$4.8M1.41%
AVANTIS US LARGE CAP VALUE ETFAVLV—56,876$4.1M1.20%
EVERCORE INCEVRFinancial Services11,525$3.9M1.14%
SRH TOTAL RETURN FUND INCSTEW—188,645$3.4M1.00%
ISHARES CORE S&P 500 ETFIVV—4,879$3.3M0.95%
VANGUARD 500 INDEX FUNDVOO—5,121$3.1M0.92%
MICROSOFT CORPMSFTTechnology5,423$2.8M0.82%
VANGUARD DIVIDEND APPREC ETFVIG—12,864$2.8M0.81%
WALMART INCWMTConsumer Defensive17,802 .8M0.54%
APPLE INCAAPLTechnology6,765 .7M0.50%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—11,441 .6M0.47%
WILLIS TOWERS WATSON PLCWTWFinancial Services4,486 .5M0.45%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services2 .5M0.44%
SOUTHERN COSOUtilities12,525 .2M0.35%
NVIDIA CORPNVDATechnology5,915 .1M0.32%
TESLA INCTSLAConsumer Cyclical2,105$936.1K0.27%
ETF SER SOLUTIONSZIG—22,015$829.3K0.24%
NRG ENERGY INCNRGUtilities4,750$769.3K0.22%
SCHWAB US LARGE-CAP GROWTHSCHG—21,160$675.2K0.20%