SS&H Financial Advisors
SS&H Financial Advisors reported 131 stocks worth $394K in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (7.7%), JPM (6.6%) and AAPL (6.1%). Compared with Q2 2026, the fund opened new positions in XOM, added to AAPL, ABBV and AMZN, trimmed NVDA, JPM and MSFT and sold out of MO, FDXF and IVV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $30K | 7.7% | 133K | −771 (−1%) | 8 of 8 | |
| 2 |  JPM Jpmorgan Chase & Co. | $26K | 6.6% | 79K | −26K (−25%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $24K | 6.1% | 73K | +645 (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $23K | 5.8% | 44K | −405 (−1%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $21K | 5.4% | 20K | −35 (−0%) | 8 of 8 | |
| 6 |  ABBV Abbvie Inc | $13K | 3.2% | 48K | +175 (+0%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $12K | 3.0% | 48K | +210 (+0%) | 8 of 8 | |
| 8 |  GOOG Alphabet Inc | $10K | 2.5% | 29K | +1,500 (+5%) | 8 of 8 | |
| 9 |  MRK Merck & Co Inc | $10K | 2.5% | 67K | −200 (−0%) | 8 of 8 | |
| 10 |  PG Procter & Gamble Co | $9K | 2.3% | 62K | −1,063 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SS&H Financial Advisors 13F FAQ
What does SS&H Financial Advisors own?
SS&H Financial Advisors reported 131 stocks worth $394K in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are NVDA (7.7%), JPM (6.6%) and AAPL (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did SS&H Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 17 added to, 35 trimmed and 3 sold out. New positions include XOM. It sold all of MO, FDXF and IVV.
When will SS&H Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SS&H Financial Advisors's portfolio worth?
The Q3 2026 filing reports $394K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.