SS&H Financial Advisors, Inc.
All 13F Filings
- Location
- Troy, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 394,234
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 131 | 394,234 | 13F-HR | SS&H Financial Advisors, Inc. |
| Q2 2026 | 8/4/2026 | 130 | 390,935 | 13F-HR | SS&H Financial Advisors, Inc. |
| Q4 2025 | 1/20/2026 | 125 | 342,718 | 13F-HR | SS&H Financial Advisors, Inc. |
| Q3 2025 | 10/17/2025 | 125 | 329,040 | 13F-HR | SS&H Financial Advisors, Inc. |
| Q2 2025 | 8/5/2025 | 123 | 299,325 | 13F-HR | SS&H Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 380.5 K | 96.5% | 4.003 K | 0 | 4.003 K |
| ETFs | 13.75 K | 3.5% | 0 | 704 | -704 |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
394,234
Holdings
131
QoQ value change ($000)
3,299
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.