§ 13F · FUND PROFILE
SS&H Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $299.3T (13F)Positions · 123Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$342.7B 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 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO. | 105K | $33.9B | 9.9% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 133K | $24.9B | 7.3% | NEW |
| 3 | MSFT | MICROSOFT CORP | 42K | $20.2B | 5.9% | NEW |
| 4 | AAPL | APPLE INC | 73K | $19.9B | 5.8% | NEW |
| 5 | ABBV | ABBVIE INC | 49K | $11.1B | 3.2% | NEW |
| 6 | AMZN | AMAZON COM INC | 41K | $9.5B | 2.8% | NEW |
| 7 | ORCL | ORACLE CORP | 48K | $9.3B | 2.7% | NEW |
| 8 | PG | PROCTER AND GAMBLE CO | 63K | $9.0B | 2.6% | NEW |
| 9 | GOOG | ALPHABET INC | 28K | $8.7B | 2.5% | NEW |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 25K | $7.4B | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SS&H SIGNAL
AC read
SS&H Financial Advisors, Inc. is a Other fund managing $299325.4 trillion in assets. The fund runs a portfolio of 123 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