ETF Holders

SS&H Financial Advisors, Inc. ETF holdings

Troy, MI

Reported $14.5M in 12 ETFs in its Form 13F for June 30, 2026.

ETF value
$14.5M
ETFs held
12
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
3.7%
of $390.9M

Top 10 of 12 ETF holdings

TickerFundValueSharesChange
GLDSPDR Gold Shares$4.8M13,049New position
ITAiShares U.S. Aerospace & Defense ETF$2.3M9,675New position
SPYState Street SPDR S&P 500 ETF Trust$2.0M2,656New position
PFFiShares Preferred and Income Securities ETF$1.7M56,325New position
HACKAmplify Cybersecurity ETF$693K6,600New position
GDXVanEck Gold Miners ETF$641K8,500New position
SLViShares Silver Trust$538K10,066New position
XLKState Street Technology Select Sector SPDR ETF$511K2,682New position
PHOInvesco Water Resources ETF$497K7,200New position
XLYState Street Consumer Discretionary Select Sector SPDR ETF$274K2,334New position
2 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911735. Filings on SEC EDGAR.

Frequently asked questions

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

SS&H Financial Advisors, Inc. reported 12 ETF positions worth $14.5M in its Form 13F for June 30, 2026. The largest was GLD, at $4.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.