S&A Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists 88 separate holdings held by the firm.
The filing details a portfolio that includes a mix of individual equities and exchange-traded funds (ETFs). Among the notable individual stock positions listed are Alphabet Inc. Class A shares, Amazon.com Inc., Apple Inc., and Microsoft Corporation. The firm also holds significant positions in ETFs, including the SPDR Series Trust S&P 500 ETF Trust, the iShares Core S&P 500 ETF, and the Schwab Strategic Trust U.S. Large Cap Growth ETF.
The filing indicates that all positions listed are held in a Sole capacity. The report was signed by Gregory Shepard, who is identified as the President and Chief Compliance Officer of S&A Financial Services, Inc.
