SRH ADVISORS, LLC — 13F holdings

SRH ADVISORS, LLC reported 270 holdings worth $389M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. SRHQ ELEVATION SERIES TRUST — $200M (51.5%)
  2. SRHR ELEVATION SERIES TRUST — $47.8M (12.3%)
  3. SCHD SCHWAB STRATEGIC TR — $28.3M (7.3%)
  4. JPM JPMORGAN CHASE & CO. — $18.9M (4.9%)
  5. SCHB SCHWAB STRATEGIC TR — $11.4M (2.9%)
  6. UTF COHEN & STEERS INFRASTRUCTUR — $10.0M (2.6%)
  7. AVLV AMERICAN CENTY ETF TR — $7.72M (2.0%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $5.11M (1.3%)
  9. IVV ISHARES TR — $3.73M (1.0%)
  10. VOO VANGUARD INDEX FDS — $3.56M (0.9%)