Jacob E. Hemmer
Srh Advisors, Llc
Assets Managed
$392.482M
Holdings
276
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.32%(2Q avg: 6.47%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Srh Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 276 positions.
Assets under management
The assets under management (AUM) of Srh Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 392.482M in assets, with a quarterly growth rate of 12.32% and a 2-quarter average growth rate of 6.47%. The portfolio is managed by Jacob E. Hemmer, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SRHQ Srh Us Quality Etf
| 50.36% | $197.63M 4.31M shares@ $45.86 avg price | Increased 0.03% |
SRHR Srh Reit Covered Call Etf
| 13.29% | $52.13M 877,013 shares@ $59.45 avg price | Decreased -0.25% |
SCHD Schwab Us Dvd Equity Etf
| 7.06% | $27.685M 873,081 shares@ $31.72 avg price | Decreased -0.84% |
JPM Jpmorgan Chase & Co
| 4.77% | $18.707M 57,150 shares@ $327.34 avg price | Decreased -0.12% |
SCHB Schwab Us Broad Market Etf
| 2.9% | $11.363M 392,383 shares@ $28.96 avg price | Decreased -0.65% |
UTF Cohen & Steers Infrastructur
| 2.88% | $11.267M 408,373 shares@ $27.59 avg price | Increased 0.02% |
AVLV Avantis Us Large Cap Value
| 1.83% | $7.156M 78,461 shares@ $91.22 avg price | Increased 11.41% |
BRK.B Berkshire Hathaway Inc-cl B
| 1.32% | $5.158M 10,307 shares@ $500.4 avg price | Increased 7.29% |
EVR Evercore Inc - A
| 1.01% | $3.935M 11,525 shares@ $341.44 avg price | |
IVV Ishares Core S&p 500 Etf
| 0.94% | $3.654M 4,879 shares@ $748.89 avg price |
1-10 of 276