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SS&H Financial Advisors, Inc. Current Holdings: USA ETF

SS&H Financial Advisors, Inc. current holdings: USA ETF

SS&H Financial Advisors, Inc. reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 9 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are ITA, SPY, HACK.

  • ITA: Country of operation —; Class US AER DEF ETF; Shares 9,675; Value $2,345.
  • SPY: Country of operation —; Class TR UNIT; Shares 2,656; Value $1,983.
  • HACK: Country of operation —; Class AMPLIFY CYBERSEC; Shares 6,600; Value $693.
  • GDX: Country of operation —; Class GOLD MINERS ETF; Shares 8,500; Value $641.

Form 13F-HR as filed (SEC CIK 1911735): quarter ended 2026-06-30, filed 2026-08-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
ITA
ISHARES TR
US AER DEF ETF9,675$2,3452026-06-302026-08-04
SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT2,656$1,9832026-06-302026-08-04
HACK
AMPLIFY ETF TR
AMPLIFY CYBERSEC6,600$6932026-06-302026-08-04
GDX
VANECK ETF TRUST
GOLD MINERS ETF8,500$6412026-06-302026-08-04
XLK
SELECT SECTOR SPDR TR
ST STR TECHN ETF2,682$5112026-06-302026-08-04
PHO
INVESCO EXCHANGE TRADED FD T
WATER RES ETF7,200$4972026-06-302026-08-04
XLY
SELECT SECTOR SPDR TR
ST STR DISCR ETF2,334$2742026-06-302026-08-04
IVV
ISHARES TR
CORE S&P500 ETF316$2372026-06-302026-08-04
EFA
ISHARES TR
MSCI EAFE ETF2,000$2082026-06-302026-08-04

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