1y return+17.3%S&P 500 +20.9%
3y return+45.2%S&P 500 +68.5%
5y return+41.9%S&P 500 +74.5%
10y return+132.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $232 against $357 in the S&P 500.2
Srh Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SRHQSrh U S Quality Etf | $197.6M | 50.4% | |
| SRHRSrh Reit Covered Call Etf | $52.1M | 13.3% | |
| SCHDSch US Div Equity Etf | $27.7M | 7.1% | |
| JPMJpmorgan Chase & Co | $18.7M | 4.8% | |
| SCHBSchw US Brd Mkt Etf | $11.4M | 2.9% | |
| UTFCohen & Steers | $11.3M | 2.9% | |
| AVLVAvantis U S Large Cap Value Etf | $7.2M | 1.8% | +11.4% |
| BRK/BBerkshire Hathaway Inc B | $5.2M | 1.3% | +7.3% |
| EVREvercore Inc | $3.9M | 1.0% | |
| IVVIshares Core S&P 500 | $3.7M | 0.9% | |
| VOOVanguard S&P 500 Etf | $3.5M | 0.9% | |
| VIGVanguard Div Apprciation | $3.2M | 0.8% | +7.9% |
| STEWSRH Total Return Fund Inc | $3.0M | 0.8% | −12.8% |
| MSFTMicrosoft Corp | $2.0M | 0.5% | |
| AAPLApple Inc | $2.0M | 0.5% | |
| VCSHVanguard Corp Bond Etf | $1.7M | 0.4% | +26.5% |
| WMTWal-Mart Stores Inc | $1.6M | 0.4% | −20.2% |
| BRK/ABerkshire Hathaway Inc A | $1.5M | 0.4% | |
| VYMVanguard Whitehall Funds | $1.5M | 0.4% | −9.1% |
| AVMCAvantis U.S. Mid Cap Equity ETF | $1.3M | 0.3% | +5.2% |
| SOThe Southern Company | $1.2M | 0.3% | |
| Willis Towers WatsonCUSIP G96629103 | $1.2M | 0.3% | |
| NVDANvidia Corp | $1.2M | 0.3% | |
| TSLATesla Motors Inc | $885K | 0.2% | |
| GOOGLAlphabet Inc. | $880K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $1.2M |
| GOOGLAlphabet Inc. | June 30, 2020 | +404.0% | $880K |
| NRGNrg Energy Inc | December 31, 2020 | +288.9% | $694K |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $18.7M |
| XLKTechnology Select Sector | September 30, 2020 | +226.5% | $384K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $2.0M |
| WMTWal-Mart Stores Inc | June 30, 2020 | +183.7% | $1.6M |
| BRK/BBerkshire Hathaway Inc B | June 30, 2020 | +180.3% | $5.2M |
| BRK/ABerkshire Hathaway Inc A | June 30, 2020 | +180.2% | $1.5M |
| SCHGSchwab US Large Cap | June 30, 2020 | +166.6% | $674K |
Sold off last quarter
- TOLToll Brothers Inc was $89K
- GRBKGreen Brick Partners Inc was $81K
- DHID R Horton Co was $69K
- MTHMeritage Homes Corp was $62K
- FWRDForward Air Corp was $54K
- SHAKShake Shack Inc was $44K
- KKRKKR & Co Inc was $30K
- ALLAllstate Corporation was $4,147
- VWOVanguard Ftse Emerging was $1,189
- EMBiShares JPMorgan USD Emerg Markets Bond was $751
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +3.8% | +7.8% |
| June 30, 2025 | +3.6% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +11.2% | +5.4% |
| June 30, 2024 | −3.6% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +46.7% | +8.3% |
| March 31, 2023 | −25.1% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −2.2% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Srh Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1512779&type=13F-HR&dateb=&owner=include&count=40CIK 1512779
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1512779/000151277926000007/Filed July 24, 2026 · accession 0001512779-26-000007