account_balance

Investment manager · 13F filer · SEC CIK 1512779

SRH Advisors, LLC

Reported value$389Mas of Sep 30, 2026
Positions270 6 new, 12 sold out
Top 10 weight86.6%SRHQ alone is 51%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SRHQ Elevation Series Trust 51.5% Held
SRHR Elevation Series Trust 12.3% Held
SCHD Schwab Strategic Tr 7.3% Held
JPM JPMorgan Chase & Co 4.9% Held
SCHB Schwab Strategic Tr 2.9% Held
UTF Cohen & Steers Infrastructure Fund Inc 2.6% Held
AVLV American Centy ETF Tr 2.0% Added +9%
BRK-B Berkshire Hathaway Inc 1.3% Held
IVV iShares Tr 1.0% Held
VOO Vanguard Index FDS 0.9% Held
VIG Vanguard Group 0.8% Held
EVR Evercore Inc. 0.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • VCSH +32%
  • AVDE +14%
  • AVLV +9%
  • VYM +3%
arrow_downwardTrimmed
remove_circleSold out
  • QVAL $133K
  • STAG $95.2K
  • QUBT $40.3K
  • METU $17.6K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist