§ 13F · FUND PROFILE
SRH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328.8T (13F)Positions · 268Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$347.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SRHQ | ELEVATION SERIES TRUST | 4.31M | $170.7T | 49.2% | NEW |
| 2 | SRHR | ELEVATION SERIES TRUST | 879K | $46.6T | 13.4% | NEW |
| 3 | SCHD | SCHWAB STRATEGIC TR | 883K | $24.2T | 7.0% | NEW |
| 4 | JPM | JPMORGAN CHASE & CO | 57K | $18.4T | 5.3% | NEW |
| 5 | SCHB | SCHWAB STRATEGIC TR | 396K | $10.4T | 3.0% | NEW |
| 6 | UTF | COHEN & STEERS INFRASTRUCTUR | 408K | $9.8T | 2.8% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $4.9T | 1.4% | NEW |
| 8 | AVLV | AMERICAN CENTY ETF TR | 64K | $4.9T | 1.4% | NEW |
| 9 | EVR | EVERCORE INC | 12K | $3.9T | 1.1% | NEW |
| 10 | STEW | SRH TOTAL RETURN FUND INC | 189K | $3.5T | 1.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SRH SIGNAL
AC read
SRH ADVISORS, LLC is a Other fund managing $328814.1 trillion in assets. The fund runs a broad portfolio of 268 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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