SS&H Financial Advisors, Inc.

Registered adviser

CIK

1911735

Location

TROY, MI

Portfolio Value

Small $393,746,408

Diversification

Diversified

Filing Date

Global Rank

#4,482 / 8,827 ▲ 52 · as of Jun 2026

Top Industry

Semiconductors 15.3%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

17 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 112256

Roster of Nov 1, 2026

Regulatory AUM

$482,168,834

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$482,168,834	Individuals and high net worth (95%)
Mar 2025 to Mar 2026	$347,253,920	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$287,225,437	Individuals and high net worth (100%)
May 2023 to Mar 2024	$260,127,993	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$260,127,993	Individuals and high net worth (100%)
Apr 2022 to Feb 2023	$314,860,383	Individuals and high net worth (90%)

3 earlier changes not shown.

Stated strategy

Fundamental active, Fixed income / rates Form ADV Part 2A, Oct 19, 2026 · original

In the firm's words

Fundamental active: Company financials, price-to-earnings ratios, debt levels, return on equity, dividend rates and growth potential are all part of the investment process
Fixed income / rates: whether selecting a company stock or its bonds as an investment.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.7%, 32.3 effective positions, active share 52.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Long horizon

Value-weighted holding period 16.9 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 52.2%; sector active share 19.2% against the combined 13F book's sector weights.

Over time 16 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

131 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.7%

−1.1 pts

Top 5

31.6%

+0.6 pts

Top 10

45.7%

−1.0 pts

HHI

298

Diversified−11

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$151,392,036	26
Healthcare	14.1%	$55,636,345	16
Financial Services	11.7%	$45,972,675	13
Industrials	8.7%	$34,330,298	22
Consumer Defensive	6.3%	$24,816,828	11
Consumer Cyclical	5.4%	$21,433,868	10
Communication Services	4.8%	$19,040,652	5
Energy	4.0%	$15,801,677	6
Unclassified	3.4%	$13,259,440	11
Utilities	1.7%	$6,601,314	7
Basic Materials	1.3%	$5,171,965	3
Real Estate	0.1%	$289,310	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co	+36,350	150,036	$4,694,626
CLX	Clorox Co	+4,200	6,800	$550,868
APH	Amphenol Corp	+4,000	8,000	$674,400
CRUS	Cirrus Logic, Inc.	+3,200	6,900	$827,793
CRWD	CrowdStrike Holdings, Inc.	+3,000	4,000	$1,059,000
ACN	Accenture plc	+2,000	13,898	$2,548,476
GOOG	Alphabet Inc.	+1,500	29,120	$9,922,348
AAPL	Apple Inc.	+645	72,546	$24,159,268
ORCL	Oracle Corp	+290	52,880	$7,260,424
AMZN	Amazon Com Inc	+210	48,015	$11,962,937
GLD	Spdr Gold Trust	+200	13,249	$5,045,749
INTU	Intuit Inc.	+190	1,045	$288,116
ABBV	AbbVie Inc.	+175	48,091	$12,580,124
META	Meta Platforms, Inc.	+155	2,046	$1,483,718
COST	Costco Wholesale Corp	+150	3,305	$3,008,673
IBM	International Business Machines Corp	+125	29,590	$6,507,728
BA	Boeing Co	+100	10,650	$1,981,432
BMY	Bristol Myers Squibb Co	+20	72,320	$4,512,768
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−25,730	79,060	$26,155,419
PFF	iShares Preferred and Income Securities ETF	−11,800	44,525	$1,313,487
T	At&T Inc.	−4,501	118,616	$2,894,230
PFE	Pfizer Inc	−2,325	151,598	$4,323,574
CSCO	Cisco Systems, Inc.	−2,000	63,016	$6,782,412
GLW	Corning Inc	−1,500	58,717	$9,028,325
VZ	Verizon Communications Inc	−1,482	57,691	$2,646,286
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,082	1,600	$313,200
PG	PROCTER & GAMBLE Co	−1,063	62,347	$9,057,772
KO	Coca Cola Co	−1,000	38,556	$3,318,900
NVDA	Nvidia Corp	−771	132,935	$30,359,695
LRCX	Lam Research Corp	−652	22,658	$7,443,379
SHW	Sherwin Williams Co	−500	14,530	$4,697,113
MSFT	Microsoft Corp	−405	44,293	$22,717,879
AEP	American Electric Power Co Inc	−300	11,123	$1,319,632
MDT	Medtronic plc	−300	19,571	$1,688,781
VTRS	Viatris Inc	−262	54,042	$957,624
MAIN	Main Street Capital CORP	−259	18,691	$1,028,939
EL	Estee Lauder Companies Inc	−200	2,830	$262,539
MRK	Merck & Co., Inc.	−200	67,443	$9,800,142
AFL	Aflac Inc	−200	21,816	$2,438,592
BAC	Bank Of America Corp	−200	70,283	$3,825,503
AMGN	Amgen Inc	−150	18,853	$7,946,728
WMT	Walmart Inc.	−125	10,813	$1,123,686
O	Realty Income Corp	−121	5,328	$289,310
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	49,472	$8,051,568
TMO	Thermo Fisher Scientific Inc.	332	$224,116
SCCO	Southern Copper Corp	1,098	$222,498
MBGL	Mobility Global Inc.	11,887	$203,862
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MO	Altria Group, Inc.	3,550	$255,422
FDXF	FedEx Freight Holding Company, Inc.	1,637	$247,187
IVV	iShares Core S&P 500 ETF	316	$236,649
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $393,746,408 total · filing declares 131 positions · $394,234 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	132,935	-771	$30,359,695	+13.5%	7.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	79,060	-25,730	$26,155,419	−23.7%	6.64%
AAPL	Apple Inc. Technology	Added	72,546	+645	$24,159,268	+16.1%	6.14%
MSFT	Microsoft Corp Technology	Reduced	44,293	-405	$22,717,879	+36.3%	5.77%
MU	Micron Technology Inc Technology	Reduced	19,930	-35	$21,227,642	−7.9%	5.39%
ABBV	AbbVie Inc. Healthcare	Added	48,091	+175	$12,580,124	+4.3%	3.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	48,015	+210	$11,962,937	+5.0%	3.04%
GOOG	Alphabet Inc. Communication Services	Added	29,120	+1,500	$9,922,348	+1.7%	2.52%
MRK	Merck & Co., Inc. Healthcare	Reduced	67,443	-200	$9,800,142	+12.7%	2.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	62,347	-1,063	$9,057,772	−2.6%	2.30%
GLW	Corning Inc Technology	Reduced	58,717	-1,500	$9,028,325	−41.3%	2.29%
XOM	ExxonMobil Holdings Corp Energy	NEW	49,472	NEW	$8,051,568	NEW	2.04%
AMGN	Amgen Inc Healthcare	Reduced	18,853	-150	$7,946,728	+15.5%	2.02%
LRCX	Lam Research Corp Technology	Reduced	22,658	-652	$7,443,379	−26.3%	1.89%
ORCL	Oracle Corp Technology	Added	52,880	+290	$7,260,424	−5.8%	1.84%
CSCO	Cisco Systems, Inc. Technology	Reduced	63,016	-2,000	$6,782,412	−11.2%	1.72%
IBM	International Business Machines Corp Technology	Added	29,590	+125	$6,507,728	−21.5%	1.65%
GLD	Spdr Gold Trust	Added	13,249	+200	$5,045,749	+5.0%	1.28%
SHW	Sherwin Williams Co Basic Materials	Reduced	14,530	-500	$4,697,113	−9.2%	1.19%
TSCO	Tractor Supply Co Consumer Cyclical	Added	150,036	+36,350	$4,694,626	+30.6%	1.19%
SPGI	S&P Global Inc. Financial Services	Held	11,887	0	$4,689,064	−3.1%	1.19%
GE	General Electric Co Industrials	Reduced	14,884	-75	$4,648,124	−16.9%	1.18%
AMD	Advanced Micro Devices Inc Technology	Held	7,550	0	$4,618,788	+5.3%	1.17%
BMY	Bristol Myers Squibb Co Healthcare	Added	72,320	+20	$4,512,768	+8.3%	1.15%
PFE	Pfizer Inc Healthcare	Reduced	151,598	-2,325	$4,323,574	+16.6%	1.10%
JNJ	Johnson & Johnson Healthcare	Held	16,211	0	$4,291,700	+4.2%	1.09%
UNP	Union Pacific Corp Industrials	Held	15,738	0	$4,282,781	+0.0%	1.09%
BAC	Bank Of America Corp Financial Services	Reduced	70,283	-200	$3,825,503	−4.7%	0.97%
CAT	Caterpillar Inc Industrials	Held	4,475	0	$3,628,285	−23.9%	0.92%
KO	Coca Cola Co Consumer Defensive	Reduced	38,556	-1,000	$3,318,900	+3.2%	0.84%
V	Visa Inc. Financial Services	Held	9,146	0	$3,286,432	+4.7%	0.83%
PEP	Pepsico Inc Consumer Defensive	Held	24,544	0	$3,110,215	−6.4%	0.79%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,305	+150	$3,008,673	+1.9%	0.76%
CL	Colgate Palmolive Co Consumer Defensive	Held	35,213	0	$3,004,373	−6.9%	0.76%
MCK	Mckesson Corp Healthcare	Held	3,400	0	$2,902,954	+13.0%	0.74%
T	At&T Inc. Communication Services	Reduced	118,616	-4,501	$2,894,230	+13.6%	0.74%
VZ	Verizon Communications Inc Communication Services	Reduced	57,691	-1,482	$2,646,286	+5.6%	0.67%
ABT	Abbott Laboratories Healthcare	Held	26,758	0	$2,644,493	+8.9%	0.67%
DE	Deere & Co Industrials	Reduced	3,879	-100	$2,604,942	+3.2%	0.66%
ACN	Accenture plc Technology	Added	13,898	+2,000	$2,548,476	+72.1%	0.65%
SLB	Slb Limited Energy	Reduced	51,336	-100	$2,501,089	+4.6%	0.64%
AFL	Aflac Inc Financial Services	Reduced	21,816	-200	$2,438,592	−5.5%	0.62%
CVX	Chevron Corp Energy	Reduced	11,562	-100	$2,361,076	+22.1%	0.60%
LLY	ELI LILLY & Co Healthcare	Held	2,034	0	$2,353,500	−3.5%	0.60%
EMR	Emerson Electric Co Industrials	Held	13,900	0	$2,155,890	+8.3%	0.55%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	8,070	-50	$2,155,254	−5.2%	0.55%
FLR	Fluor Corp Industrials	Held	44,600	0	$2,135,448	−8.6%	0.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,086	-100	$2,094,070	−5.3%	0.53%
SPY	Spdr S&P 500 ETF Trust	Held	2,656	0	$2,025,545	+2.1%	0.51%
ITA	iShares U.S. Aerospace & Defense ETF	Held	9,675	0	$2,004,466	−14.5%	0.51%

Showing the top 50 of 131 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.