SRH ADVISORS, LLC: 13F holdings
CIK 15127792026Q2
| Positions | 276 |
|---|
| Reported value | $392.5m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 276 (-2 vs prior quarter) |
|---|
| Reported value | $392.5m (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SRH U S QUALITY ETF | 4,309,525 | $197.6m | 50.4% |
| SRH REIT COVERED CALL ETF | 877,013 | $52.1m | 13.3% |
| SCHD Sch US Div Equity Etf | 873,081 | $27.7m | 7.1% |
| JPM Jpmorgan Chase & Co | 57,150 | $18.7m | 4.8% |
| SCHB Schw US Brd Mkt Etf | 392,383 | $11.4m | 2.9% |
| UTF Cohen & Steers | 408,373 | $11.3m | 2.9% |
| AVLV AVANTIS U S LARGE CAP VALUE ETF | 78,461 | $7.2m | 1.8% |
| BRK-B Berkshire Hathaway Inc B | 10,307 | $5.2m | 1.3% |
| EVR Evercore Inc | 11,525 | $3.9m | 1.0% |
| IVV Ishares Core S&P 500 | 4,879 | $3.7m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512779")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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