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SC&H Financial Advisors

Latest statistics and disclosures from SC&H Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, AVUS, DFAU, DFAI, DFUS, and represent 40.61% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFSD (+$5.2M), DFCF, DCOR, DFAC, DFAI, DFAU, IXUS, DFIC, AAPL, DFEM.
Started 15 new stock positions in CAT, MTB, MGK, TJX, FDIG, IXUS, IWF, JCI, MTUM, TSLA. IBM, RSP, VBK, VGT, MGV.
Reduced shares in these 10 stocks: VV, DFSV, AVUS, IDYN, AVDE, IVV, GOOGL, DES, GOOG, AVLV.
Sold out of its positions in MO, IDYN, ESGU.
SC&H Financial Advisors was a net buyer of stock by $17M.
SC&H Financial Advisors has $646M in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0001907898

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Positions held by SC&H Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SC&H Financial Advisors

SC&H Financial Advisors holds 159 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	13.3	$86M	+2%	2.2M	39.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	10.9	$70M		628k	111.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.1	$39M	+3%	843k	46.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.3	$34M	+5%	900k	38.11	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.0	$33M		438k	74.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.0	$32M	+3%	941k	34.46	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	4.6	$30M	+8%	404k	73.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.2	$27M	-2%	332k	82.32	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	4.2	$27M		539k	50.65	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.8	$25M		318k	77.02	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.2	$20M	+34%	426k	47.95	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$13M	+2%	407k	32.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$11M	-5%	16k	684.92	View chart
Apple (AAPL)	1.7	$11M	+7%	41k	271.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$11M		119k	89.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.3	$8.5M	-23%	27k	314.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.3	$8.4M	+55%	198k	42.56	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$8.0M	+7%	241k	33.08	View chart
Microsoft Corporation (MSFT)	1.2	$7.7M		16k	483.62	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$6.2M		188k	32.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$4.5M		76k	59.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$4.4M	+10%	13k	335.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$4.2M	+7%	6.2k	681.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$4.2M		41k	101.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$4.0M	+2%	57k	69.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.7M	-10%	12k	312.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$3.3M		22k	148.69	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$3.2M	+19%	43k	73.98	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$3.1M	+7%	74k	41.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.9M	+9%	29k	99.88	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$2.9M	-6%	115k	24.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.5M	-12%	8.1k	313.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$2.4M	-3%	29k	83.75	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$2.4M		28k	85.91	View chart
Costco Wholesale Corporation (COST)	0.4	$2.3M		2.7k	862.33	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.3M		7.0k	322.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.2M	+5%	16k	141.06	View chart
Visa Com Cl A (V)	0.3	$2.2M		6.2k	350.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.1M		9.5k	219.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$2.0M		5.3k	373.43	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.9M		29k	67.22	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$1.9M		61k	31.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.9M	-5%	24k	78.81	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.8M	-39%	55k	32.89	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.7M		65k	26.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.7M	+8%	7.9k	211.79	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M	+10%	8.8k	186.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.6M		17k	93.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.6M		9.4k	171.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.6M	+7%	8.9k	177.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M	-4%	2.7k	570.80	View chart
Amazon (AMZN)	0.2	$1.5M	+25%	6.6k	230.82	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$1.5M	-6%	44k	34.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$1.4M	-19%	19k	75.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M		2.6k	502.67	View chart
Meta Platforms Cl A (META)	0.2	$1.3M	+8%	2.0k	660.25	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.3M	+2%	29k	43.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.3M		4.9k	257.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.2M	+2%	16k	75.44	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.2M	-25%	35k	33.45	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.1M		6.6k	163.32	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.0M	NEW	12k	84.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.0M	+3%	3.8k	279.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.0M	+13%	1.7k	614.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.0M	-5%	11k	96.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$983k	+4%	3.4k	290.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$982k	-11%	14k	71.42	View chart
Broadcom (AVGO)	0.2	$970k	-17%	2.8k	346.04	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$919k	-2%	20k	47.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$906k		14k	66.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$886k	+7%	4.2k	209.11	View chart
Cintas Corporation (CTAS)	0.1	$868k		4.6k	188.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$845k		7.0k	120.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$842k	-2%	3.4k	246.17	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$821k		5.9k	139.16	View chart
UnitedHealth (UNH)	0.1	$797k	+7%	2.4k	330.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$778k	+66%	1.2k	627.23	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$736k	+11%	19k	38.03	View chart
McDonald's Corporation (MCD)	0.1	$707k	+22%	2.3k	305.68	View chart
Amphenol Corp Cl A (APH)	0.1	$705k		5.2k	135.14	View chart
Wal-Mart Stores (WMT)	0.1	$697k	+7%	6.3k	111.41	View chart
Procter & Gamble Company (PG)	0.1	$679k		4.7k	143.30	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$676k		14k	46.92	View chart
Home Depot (HD)	0.1	$656k	-25%	1.9k	344.10	View chart
Paychex (PAYX)	0.1	$651k		5.8k	112.17	View chart
Lowe's Companies (LOW)	0.1	$608k		2.5k	241.17	View chart
Thermo Fisher Scientific (TMO)	0.1	$592k		1.0k	579.62	View chart
Prologis (PLD)	0.1	$538k		4.2k	127.67	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$527k	-7%	7.7k	68.11	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$521k		3.9k	132.37	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$513k		14k	38.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$476k	+54%	7.6k	62.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$452k	-18%	2.1k	210.38	View chart
M&T Bank Corporation (MTB)	0.1	$452k	NEW	2.2k	201.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$428k	NEW	568.00	753.93	View chart
Xcel Energy (XEL)	0.1	$413k		5.6k	73.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$410k		5.1k	79.73	View chart
Goldman Sachs (GS)	0.1	$407k		463.00	879.63	View chart
Bank of America Corporation (BAC)	0.1	$404k	+2%	7.3k	55.00	View chart
American Electric Power Company (AEP)	0.1	$394k		3.4k	115.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$391k	+22%	802.00	487.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$381k		3.1k	121.74	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$376k	NEW	3.1k	119.75	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$371k	+13%	8.9k	41.55	View chart
Mccormick & Co Com Vtg (MKC.V)	0.1	$366k		5.4k	68.01	View chart
Vanguard World Energy Etf (VDE)	0.1	$360k		2.9k	125.91	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$360k		7.4k	48.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$360k		7.7k	46.54	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$339k		9.3k	36.58	View chart
American Water Works (AWK)	0.1	$338k	-2%	2.6k	130.51	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$336k	NEW	815.00	412.77	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$336k	+8%	2.9k	117.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$335k	NEW	1.7k	191.56	View chart
Corning Incorporated (GLW)	0.1	$332k		3.8k	87.57	View chart
Johnson & Johnson (JNJ)	0.1	$327k	+7%	1.6k	206.92	View chart
International Business Machines (IBM)	0.0	$322k	NEW	1.1k	296.13	View chart
Textron (TXT)	0.0	$322k		3.7k	87.18	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$321k		12k	27.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$317k		3.1k	102.54	View chart
Hca Holdings (HCA)	0.0	$315k		676.00	466.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$314k	-7%	2.0k	154.12	View chart
Constellation Energy (CEG)	0.0	$311k		879.00	353.43	View chart
Northrop Grumman Corporation (NOC)	0.0	$309k		541.00	570.47	View chart
Eversource Energy (ES)	0.0	$304k		4.5k	67.33	View chart
Abbvie (ABBV)	0.0	$303k	+12%	1.3k	228.41	View chart
Coca-Cola Company (KO)	0.0	$299k	+14%	4.3k	69.91	View chart
Pulte (PHM)	0.0	$291k		2.5k	117.26	View chart
Caterpillar (CAT)	0.0	$291k	NEW	507.00	572.95	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$284k		8.2k	34.74	View chart
Eli Lilly & Co. (LLY)	0.0	$283k		263.00	1075.38	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$271k		1.6k	165.81	View chart
Edwards Lifesciences (EW)	0.0	$270k	-8%	3.2k	85.25	View chart
Assurant (AIZ)	0.0	$267k		1.1k	240.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$266k	NEW	563.00	472.97	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$266k		4.5k	58.74	View chart
Adobe Systems Incorporated (ADBE)	0.0	$265k	+5%	758.00	349.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$262k		975.00	268.30	View chart
PNC Financial Services (PNC)	0.0	$245k		1.2k	208.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$245k		2.8k	88.49	View chart
Atmos Energy Corporation (ATO)	0.0	$244k	-48%	1.5k	167.63	View chart
Mettler-Toledo International (MTD)	0.0	$238k	-14%	171.00	1394.19	View chart
Tesla Motors (TSLA)	0.0	$236k	NEW	524.00	449.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$235k	NEW	939.00	250.39	View chart
Starbucks Corporation (SBUX)	0.0	$235k	+16%	2.8k	84.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$233k	NEW	772.00	302.25	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.0	$233k	NEW	6.0k	38.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$231k		4.3k	53.76	View chart
National Retail Properties (NNN)	0.0	$228k	-26%	5.7k	39.63	View chart
SYSCO Corporation (SYY)	0.0	$227k		3.1k	73.69	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$223k	+5%	862.00	258.79	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$221k		1.6k	141.52	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$221k		9.6k	22.90	View chart
TJX Companies (TJX)	0.0	$218k	NEW	1.4k	153.61	View chart
Zoetis Cl A (ZTS)	0.0	$216k	-23%	1.7k	125.83	View chart
T. Rowe Price (TROW)	0.0	$216k		2.1k	102.39	View chart
Danaher Corporation (DHR)	0.0	$215k	-13%	941.00	228.94	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$214k	-18%	4.0k	53.84	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$204k	NEW	1.4k	141.16	View chart

Past Filings by SC&H Financial Advisors

SEC 13F filings are viewable for SC&H Financial Advisors going back to 2021

SC&H Financial Advisors 2025 Q4 filed Jan. 21, 2026
SC&H Financial Advisors 2025 Q3 filed Oct. 21, 2025
SC&H Financial Advisors 2025 Q2 filed July 17, 2025
SC&H Financial Advisors 2025 Q1 filed April 23, 2025
SC&H Financial Advisors 2024 Q4 filed Jan. 28, 2025
SC&H Financial Advisors 2024 Q3 filed Oct. 25, 2024
SC&H Financial Advisors 2024 Q2 filed Aug. 2, 2024
SC&H Financial Advisors 2024 Q1 filed May 2, 2024
SC&H Financial Advisors 2023 Q4 filed Feb. 1, 2024
SC&H Financial Advisors 2023 Q3 filed Oct. 30, 2023
SC&H Financial Advisors 2023 Q2 filed Aug. 7, 2023
SC&H Financial Advisors 2023 Q1 filed May 12, 2023
SC&H Financial Advisors 2022 Q4 filed Feb. 10, 2023
SC&H Financial Advisors 2022 Q3 filed Nov. 9, 2022
SC&H Financial Advisors 2022 Q2 filed Aug. 10, 2022
SC&H Financial Advisors 2022 Q1 filed May 10, 2022

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