Institutions / Srh Advisors, LLC
Srh Advisors, LLC
CIK 1512779 · Institution · as of Dec 31, 2025
Portfolio value
$347.29M
Positions
293
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 293 →
| Company | Value | % of portfolio |
|---|---|---|
| Elevation Series Trust | $170.71M | 49.2% |
| Elevation Series Trust | $46.61M | 13.4% |
| Schwab Strategic Tr | $24.21M | 7.0% |
| JPMORGAN CHASE & CO | $18.44M | 5.3% |
| Schwab Strategic Tr | $10.37M | 3.0% |
| Cohen & Steers Infrastructure Fund IncUTF | $9.84M | 2.8% |
| Warren E. Buffett | $4.89M | 1.4% |
| American Centy ETF Tr | $4.87M | 1.4% |
| Evercore Inc | $3.92M | 1.1% |
| SRH Total Return Fund, Inc.STEW | $3.50M | 1.0% |
| iShares Tr | $3.34M | 1.0% |
| Vanguard Index Fds | $3.18M | 0.9% |
| Vanguard Group | $2.83M | 0.8% |
| Microsoft Corp | $2.62M | 0.8% |
| Walmart Inc. | $1.98M | 0.6% |
| Apple Inc. | $1.84M | 0.5% |
| Vanguard Whitehall Fds Inc | $1.61M | 0.5% |
| Berkshire Hathaway Inc Del | $1.51M | 0.4% |
| Willis Towers Watson PLC | $1.47M | 0.4% |
| Southern Co | $1.10M | 0.3% |
| NVIDIA Corp | $1.08M | 0.3% |
| Vanguard Scottsdale Fds | $975.6K | 0.3% |
| Tesla Inc | $946.7K | 0.3% |
| Alphabet Inc. | $768.0K | 0.2% |
| NRG Energy Inc | $756.4K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.