§ 13F · FUND PROFILE
SRH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $329M (13F)Positions · 268Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$843K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SRHQ | SRH U S QUALITY ETF | 4.31M | $173M | 49.5% | ±0% |
| 2 | SRHR | SRH REIT COVERED CALL ETF | 879K | $46M | 13.2% | ±0% |
| 3 | SCHD | Sch US Div Equity Etf | 880K | $27M | 7.7% | ±0% |
| 4 | JPM | Jpmorgan Chase & Co | 57K | $17M | 4.8% | ±0% |
| 5 | UTF | Cohen & Steers | 408K | $11M | 3.0% | ±0% |
| 6 | SCHB | Schw US Brd Mkt Etf | 395K | $10M | 2.8% | ±0% |
| 7 | AVLV | AVANTIS U S LARGE CAP VALUE ETF | 70K | $6M | 1.6% | +10% |
| 8 | BRK/B | Berkshire Hathaway Inc B | 10K | $5M | 1.3% | −1% |
| 9 | EVR | Evercore Inc | 12K | $3M | 1.0% | ±0% |
| 10 | STEW | SRH Total Return Fund Inc | 189K | $3M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SRH SIGNAL
AC read
SRH ADVISORS, LLC is a Other fund managing $329 million in assets. The fund runs a broad portfolio of 268 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed