SS&H Financial Advisors, Inc.

DOSSIER · 13F-HR · Q4 2025

SS&H Financial Advisors, Inc.

$343M in tracked AUM across 125 positions as of Q4 2025.

SF

CIK 0001911735 · last filed Dec 31, 2025

Total AUM

$343M

as of Q4 2025

Holdings

125

—

positions

Whale Score

45

45

tracked

Activity

—

no data

changes this Q

AI Analysis · Q4 2025

SS&H Financial Advisors, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.