Q3 2026 13F · SEC CIK 1911735

SS&H Financial Advisors, Inc.

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $394.2M
Reported positions: 131
Top holdings a year, 3 yrs: +22.0%
Assets under management: $482.2M

SS&H Financial Advisors, Inc. is a wealth manager that reported 131 positions worth $394.2M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Nvidia Corporation (NVDA, 7.7%), Jpmorgan Chase & Co (JPM, 6.6%), Apple Inc (AAPL, 6.1%). A portfolio copying its top holdings returned 22.0% a year over the last 3 years, against 20.4% for the S&P 500.

SS&H Financial Advisors, Inc. holdings largest 50 of 131 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SS&H Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.7%	6.8%	132,935	-0.6%	$30.4M
JPMJpmorgan Chase & Co	6.6%	8.8%	79,060	-24.6%	$26.2M
AAPLApple Inc	6.1%	5.3%	72,546	+0.9%	$24.2M
MSFTMicrosoft Corp	5.8%	4.3%	44,293	-0.9%	$22.7M
MUMicron Technology Inc	5.4%	5.9%	19,930	-0.2%	$21.2M
ABBVAbbvie Inc	3.2%	3.1%	48,091	+0.4%	$12.6M
AMZNAmazon Com Inc	3.0%	2.9%	48,015	+0.4%	$12.0M
GOOGAlphabet Inc	2.5%	2.5%	29,120	+5.4%	$9.9M
MRKMerck & Co Inc	2.5%	2.2%	67,443	-0.3%	$9.8M
PGProcter & Gamble Co	2.3%	2.4%	62,347	-1.7%	$9.1M
GLWCorning Inc	2.3%	3.9%	58,717	-2.5%	$9.0M
XOMExxonmobil Holdings Corp	2.0%	—	49,472	—	$8.1M
AMGNAmgen Inc	2.0%	1.8%	18,853	-0.8%	$7.9M
LRCXLam Research Corp	1.9%	2.6%	22,658	-2.8%	$7.4M
ORCLOracle Corp	1.8%	2.0%	52,880	+0.6%	$7.3M
CSCOCisco Sys Inc	1.7%	2.0%	63,016	-3.1%	$6.8M
IBMInternational Business Machs	1.7%	2.1%	29,590	+0.4%	$6.5M
GLDSpdr Gold Tr	1.3%	1.2%	13,249	+1.5%	$5.0M
SHWSherwin Williams Co	1.2%	1.3%	14,530	-3.3%	$4.7M
TSCOTractor Supply Co	1.2%	0.9%	150,036	+32.0%	$4.7M
SPGIS&p Global Inc	1.2%	1.2%	11,887	+0.0%	$4.7M
GEGe Aerospace	1.2%	1.4%	14,884	-0.5%	$4.6M
AMDAdvanced Micro Devices Inc	1.2%	1.1%	7,550	+0.0%	$4.6M
BMYBristol-Myers Squibb Co	1.1%	1.1%	72,320	+0.0%	$4.5M
PFEPfizer Inc	1.1%	0.9%	151,598	-1.5%	$4.3M
JNJJohnson & Johnson	1.1%	1.1%	16,211	+0.0%	$4.3M
UNPUnion Pac Corp	1.1%	1.1%	15,738	+0.0%	$4.3M
BACBank of Amer Corp	1.0%	1.0%	70,283	-0.3%	$3.8M
CATCaterpillar Inc	0.9%	1.2%	4,475	+0.0%	$3.6M
KOCoca Cola Co	0.8%	0.8%	38,556	-2.5%	$3.3M
VVisa Inc	0.8%	0.8%	9,146	+0.0%	$3.3M
PEPPepsico Inc	0.8%	0.8%	24,544	+0.0%	$3.1M
COSTCostco Wholesale Corporation	0.8%	0.8%	3,305	+4.8%	$3.0M
CLColgate Palmolive Co	0.8%	0.8%	35,213	+0.0%	$3.0M
MCKMckesson Corp	0.7%	0.7%	3,400	+0.0%	$2.9M
TAt&t Inc	0.7%	0.7%	118,616	-3.7%	$2.9M
VZVerizon Communications Inc	0.7%	0.6%	57,691	-2.5%	$2.6M
ABTAbbott Laboratories	0.7%	0.6%	26,758	+0.0%	$2.6M
DEDeere & Co	0.7%	0.6%	3,879	-2.5%	$2.6M
ACNAccenture PLC Ireland	0.6%	—	13,898	—	$2.5M
SLBSlb Limited	0.6%	0.6%	51,336	-0.2%	$2.5M
AFLAflac Inc	0.6%	0.7%	21,816	-0.9%	$2.4M
CVXChevron Corporation	0.6%	0.5%	11,562	-0.9%	$2.4M
LLYEli Lilly & Co	0.6%	0.6%	2,034	+0.0%	$2.4M
EMREmerson Elec Co	0.5%	0.5%	13,900	+0.0%	$2.2M
HIIHuntington Ingalls Inds Inc	0.5%	0.6%	8,070	-0.6%	$2.2M
FLRFluor Corp Com	0.5%	0.6%	44,600	+0.0%	$2.1M
GOOGLAlphabet Inc	0.5%	0.6%	6,086	-1.6%	$2.1M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	2,656	+0.0%	$2.0M
ITAIshares Tr	0.5%	0.6%	9,675	+0.0%	$2.0M

What SS&H Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +22.0% /yr; S&P 500 +20.4%
5 years: +18.4% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$394.2M	131
Q2 2026	$390.9M	130
Q4 2025	$342.7M	125
Q3 2025	$329.0M	125
Q2 2025	$299.3M	123
Q1 2025	$268.1M	122
Q4 2024	$274.5M	122
Q3 2024	$274.5M	126
Q2 2024	$256.1M	119
Q1 2024	$240.1M	115
Q4 2023	$235.8M	116
Q3 2023	$213.6M	117

Questions about SS&H Financial Advisors, Inc.'s portfolio

What stocks does SS&H Financial Advisors, Inc. own?

SS&H Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 131 positions worth $394.2M. The largest are Nvidia Corporation (NVDA) at 7.7%, Jpmorgan Chase & Co (JPM) at 6.6%, Apple Inc (AAPL) at 6.1%, Microsoft Corp (MSFT) at 5.8% and Micron Technology Inc (MU) at 5.4%.

What did SS&H Financial Advisors, Inc. buy last quarter?

In Q3 2026, SS&H Financial Advisors, Inc. added Tractor Supply Co (TSCO) (+32.0% shares) and Alphabet Inc (GOOG) (+5.4% shares), compared with its Q2 2026 filing.

What did SS&H Financial Advisors, Inc. sell last quarter?

In Q3 2026, SS&H Financial Advisors, Inc. cut from its top 50 Boeing Co (BA), cut from its top 50 Nextera Energy Inc (NEE) and Jpmorgan Chase & Co (JPM) (-24.6% shares), compared with its Q2 2026 filing.

How has SS&H Financial Advisors, Inc.'s portfolio performed?

A portfolio copying SS&H Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +18.4% a year against +16.8%.

When is SS&H Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. SS&H Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does SS&H Financial Advisors, Inc. manage?

SS&H Financial Advisors, Inc. reported $482.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $394.2M.