SS&H Financial Advisors, Inc.
SS&H Financial Advisors, Inc. is a Michigan-based investment adviser firm located in Troy, MI, serving primarily individual investors (both high net worth and others). The firm was founded in 2011 and employs a small team of 2 professionals, focusing exclusively on investment advisory services for individuals. SS&H manages client portfolios and provides comprehensive wealth management solutions.
Investment Strategy
SS&H Financial Advisors, Inc. pursues a diversified, long-term portfolio management strategy with a strong focus on equities. Their approach emphasizes large-cap stocks, including leading positions in companies such as JPMorgan, Microsoft, Apple, and Nvidia. The firm regularly rebalances holdings based on market conditions and client objectives, adding and reducing positions to optimize risk and return for individual clients, with no focus on institutional accounts or pooled vehicles. The firm aligns investments with comprehensive financial planning tailored to each client.
Latest 13F Filing Activity
SS&H Financial Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 125 equity positions with a total 13F market value of $329M. The fund increased holdings in Apple Inc., Nvidia Corporation, Oracle Corp. among other positions. SS&H Financial Advisors, Inc. reduced exposure to Procter and Gamble Co., Sherwin Williams Co., Dow Inc. among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 10.12% | $33.3M | 105,540 | $145.76 | $315.43 | +$2.7M |
N NVDA | NVIDIA CORPORATION | 7.79% | $25.6M | 137,381 | $47.58 | $186.58 | +$3.3M |
M MSFT | MICROSOFT CORP | 6.67% | $22.0M | 42,398 | $329.67 | $517.95 | +$855.9K |
A AAPL | APPLE INC | 5.68% | $18.7M | 73,351 | $172.78 | $254.63 | +$3.7M |
O ORCL | ORACLE CORP | 3.68% | $12.1M | 43,090 | $111.84 | $281.24 | +$3.0M |