SS&H Financial Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 131 separate positions held by the firm, managed by Chief Compliance Officer Robert Sinnaeve. The firm’s principal place of business is located at 50 West Big Beaver Road, Suite 225, Troy, MI.
The portfolio is heavily weighted toward large-cap technology and healthcare names. The top holding is NVIDIA Corporation, which comprises 30,360 shares valued at $132,935. Microsoft Corporation is the second-largest position, with 22,718 shares valued at $44,293. Other significant technology holdings include Oracle Corporation (7,260 shares, $52,880), Meta Platforms, Inc. (1,484 shares, $2,046), and Super Micro Computer Inc. (287 shares, $7,000).
Healthcare and pharmaceutical stocks also represent a major portion of the portfolio. Merck & Co. Inc. is the largest healthcare holding, with 9,800 shares valued at $67,443. Pfizer Inc. holds the second-largest position in this sector, with 4,324 shares valued at $151,598. Other notable healthcare names include Eli Lilly & Co. (2,354 shares, $2,034), Johnson & Johnson (4,292 shares, $16,211), and Thermo Fisher Scientific Inc. (224 shares, $332).
Financial services and consumer staples are also well represented. JPMorgan Chase & Co. is the largest financial holding, with 26,155 shares valued at $79,060. Visa Inc. holds 3,286 shares valued at $9,146, while Procter & Gamble Co. is listed with 9,058 shares valued at $62,347. Other notable positions include Costco Wholesale Corporation (3,008 shares, $3,305), Walmart Inc. (1,124 shares, $10,813), and Coca-Cola Co. (3,319 shares, $38,556).
The filing also includes several exchange-traded funds (ETFs), including the iShares Silver Trust, the iShares MSCI EAFE ETF, and the SPDR Gold Trust. The report indicates that all positions are held in a sole voting capacity.
