StockDriftsStockDriftsTop 50 Srh Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRHQ | ELEVATION SERIES TRUST | 51.49% | 4.31M | $200.4M | +0.01%(+620) | $27.72(+81.65%) | 2026-09-30 | |
| SRHR | ELEVATION SERIES TRUST | 12.28% | 877.0K | $47.8M | +0.00%(+0) | $58.99(-6.23%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.27% | 870.2K | $28.3M | -0.33%(-2.91K) | $23.57(+50.20%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 4.86% | 57.1K | $18.9M | +0.00%(+0) | $118.46(+184.10%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.93% | 388.8K | $11.4M | -0.92%(-3.61K) | $14.49(+102.47%) | 2026-09-30 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 2.58% | 407.4K | $10.0M | -0.23%(-956) | $24.06(+7.21%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 1.98% | 85.3K | $7.7M | +8.78%(+6.89K) | $72.38(+29.26%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.31% | 10.3K | $5.1M | -0.49%(-50) | $156.72(+249.00%) | 2026-09-30 | |
| IVV | ISHARES TR | 0.96% | 4.9K | $3.7M | -0.12%(-6) | $343.57(+123.37%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 0.91% | 5.1K | $3.6M | +0.00%(+0) | $372.92(+90.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.30% | +7.17% | +41.36% |
| Top 20 Holdings Unweighted | +16.20% | +56.91% | +7.92% | +46.39% |
Srh Advisors LLC reports $389.27M in US-listed equity holdings across 270 positions in its most recent 13F filing. Its largest disclosed positions are SRHQ (51.5%), SRHR (12.3%) and SCHD (7.3%). The top 20 holdings account for 92.09% of reported assets. Its disclosed equity book has returned +50.30% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Srh Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512779). View Srh Advisors LLC’s 13F filings on SEC