StockDriftsStockDriftsTop 50 Srh Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRHQ | SRH U S QUALITY ETF | 50.35% | 4.31M | $197.6M | +0.03%(+1.19K) | $27.71(+81.72%) | 2026-06-30 | |
| SRHR | SRH REIT COVERED CALL ETF | 13.28% | 877.0K | $52.1M | -0.26%(-2.26K) | $58.99(+0.04%) | 2026-06-30 | |
| SCHD | Sch US Div Equity Etf | 7.05% | 873.1K | $27.7M | -0.84%(-7.42K) | $23.57(+45.78%) | 2026-06-30 | |
| JPM | Jpmorgan Chase & Co | 4.77% | 57.1K | $18.7M | -0.12%(-70) | $118.46(+207.89%) | 2026-06-30 | |
| SCHB | Schw US Brd Mkt Etf | 2.9% | 392.4K | $11.4M | -0.66%(-2.59K) | $14.49(+107.16%) | 2026-06-30 | |
| UTF | Cohen & Steers | 2.87% | 408.4K | $11.3M | +0.01%(+43) | $24.06(+12.30%) | 2026-06-30 | |
| AVLV | AVANTIS U S LARGE CAP VALUE ETF | 1.82% | 78.5K | $7.2M | +11.40%(+8.03K) | $70.76(+34.30%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc B | 1.31% | 10.3K | $5.2M | +7.29%(+700) | $156.72(+219.88%) | 2026-06-30 | |
| EVR | Evercore Inc | 1% | 11.5K | $3.9M | +0.00%(+0) | $134.13(+129.17%) | 2026-06-30 | |
| IVV | Ishares Core S&P 500 | 0.93% | 4.9K | $3.7M | +0.00%(+0) | $333.91(+133.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.45% | +46.04% | +7.00% | +40.24% |
| Top 20 Holdings Unweighted | +15.24% | +53.05% | +7.76% | +45.31% |
Srh Advisors LLC reports $392.48M in US-listed equity holdings across 276 positions in its most recent 13F filing. Its largest disclosed positions are SRHQ (50.4%), SRHR (13.3%) and SCHD (7.0%). The top 20 holdings account for 91.67% of reported assets. Its disclosed equity book has returned +46.04% on a three-year cumulative basis. Figures reflect the Q2 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