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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, DFUS, DFAI, and represent 40.88% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DCOR, DFSD, DFUS, DFAI, Blackrock Etf Trust, DFIC, DFCF, DFAE, AGG, IUSB.
Started 4 new stock positions in Blackrock Etf Trust, MKC.V, GLW, IUSB.
Reduced shares in these 10 stocks: AVUS, VV, DFAX, DUSB, AVDE, IVV, VIG, AVUV, , AAPL.
Sold out of its positions in CAT, DFVX, EHTH, HON, IYE, IXUS, NSC, TFC, UPS, VBK. VTV, ZDGE, LIN.
SC&H Financial Advisors was a net seller of stock by $-12M.
SC&H Financial Advisors has $613M in assets under management (AUM), dropping by 4.75%.
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 147 positions in its portfolio as reported in the September 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)	13.4	$82M		2.1M	38.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	11.3	$69M	-5%	638k	108.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.1	$37M		814k	45.76	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.1	$31M	+4%	431k	72.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.1	$31M	+4%	853k	36.35	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.9	$30M	+3%	912k	32.79	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	4.4	$27M	-5%	534k	50.78	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.4	$27M	-4%	342k	78.90	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	4.4	$27M	+13%	372k	71.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.9	$24M		314k	75.11	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.5	$15M	+12%	317k	48.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$13M	+5%	398k	31.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$12M	-8%	17k	669.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.8	$11M	-21%	35k	307.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$11M		120k	87.31	View chart
Apple (AAPL)	1.6	$9.5M	-7%	38k	254.63	View chart
Microsoft Corporation (MSFT)	1.4	$8.3M	-4%	16k	517.94	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$7.2M	+3%	224k	32.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$6.0M	-27%	190k	31.38	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$5.4M	+16%	127k	42.76	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$4.5M		77k	58.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$4.2M	-19%	42k	99.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$3.9M	-3%	12k	328.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.8M		5.7k	666.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$3.8M		56k	68.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$3.3M		23k	145.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.2M		13k	243.11	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$3.1M	-3%	122k	25.56	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$2.9M	+4%	69k	42.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$2.9M	-14%	91k	31.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.6M	+18%	26k	100.25	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$2.6M	-3%	36k	71.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$2.5M		30k	84.11	View chart
Costco Wholesale Corporation (COST)	0.4	$2.5M		2.7k	925.60	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$2.3M	-3%	27k	83.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.2M	-7%	9.2k	243.56	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.2M		6.9k	315.43	View chart
Visa Com Cl A (V)	0.3	$2.1M	-2%	6.2k	341.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.0M	-34%	9.5k	215.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.0M	-9%	15k	137.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$2.0M		25k	78.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.9M		5.3k	365.49	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.9M	-5%	28k	65.92	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$1.8M		59k	30.39	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.7M		64k	27.31	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.7M		24k	72.26	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.6M		2.9k	568.90	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$1.6M		46k	33.68	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$1.6M	-23%	48k	32.90	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.6M		17k	89.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.5M	-6%	7.3k	208.72	View chart
NVIDIA Corporation (NVDA)	0.2	$1.5M	-13%	7.9k	186.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.5M	-9%	8.3k	174.59	View chart
Meta Platforms Cl A (META)	0.2	$1.4M	-5%	1.8k	734.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.3M	-2%	2.6k	502.76	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.3M	+6%	29k	44.48	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.3M		9.4k	133.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.2M	-10%	4.8k	254.27	View chart
Amazon (AMZN)	0.2	$1.1M	-5%	5.2k	219.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.1M		16k	73.48	View chart
Broadcom (AVGO)	0.2	$1.1M	+2%	3.4k	329.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.1M		15k	73.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.1M		3.6k	293.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.0M	-4%	11k	93.37	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.0M		6.6k	158.10	View chart
Home Depot (HD)	0.2	$1.0M		2.6k	405.21	View chart
Blackrock Etf Trust Ishares Intl Eq	0.2	$1.0M	NEW	13k	82.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$954k		3.2k	293.74	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$946k		20k	47.21	View chart
Cintas Corporation (CTAS)	0.2	$930k		4.5k	205.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$905k		14k	65.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$899k	+10%	1.5k	600.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$850k	-26%	3.5k	241.98	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$835k	-6%	6.0k	140.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$833k	-3%	7.0k	118.83	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$828k	-5%	4.0k	209.36	View chart
UnitedHealth (UNH)	0.1	$777k		2.3k	345.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Paychex (PAYX)	0.1	$735k		5.8k	126.75	View chart
Procter & Gamble Company (PG)	0.1	$728k	-19%	4.7k	153.66	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$656k	-28%	17k	37.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$651k		14k	45.21	View chart
Amphenol Corp Cl A (APH)	0.1	$646k		5.2k	123.75	View chart
Lowe's Companies (LOW)	0.1	$633k	-12%	2.5k	251.35	View chart
Wal-Mart Stores (WMT)	0.1	$598k	-41%	5.8k	103.06	View chart
McDonald's Corporation (MCD)	0.1	$575k		1.9k	303.96	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$561k	-2%	8.4k	66.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$538k		2.6k	203.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$513k		3.9k	130.28	View chart
Thermo Fisher Scientific (TMO)	0.1	$495k		1.0k	485.17	View chart
Prologis (PLD)	0.1	$482k		4.2k	114.53	View chart
Atmos Energy Corporation (ATO)	0.1	$482k		2.8k	170.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$482k		14k	35.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$456k	-2%	745.00	612.67	View chart
Xcel Energy (XEL)	0.1	$451k		5.6k	80.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$411k	-2%	5.1k	79.93	View chart
American Electric Power Company (AEP)	0.1	$383k	-10%	3.4k	112.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$378k		2.2k	170.87	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$377k		3.1k	120.50	View chart
American Water Works (AWK)	0.1	$372k		2.7k	139.20	View chart
Goldman Sachs (GS)	0.1	$369k		463.00	796.68	View chart
Bank of America Corporation (BAC)	0.1	$368k	-11%	7.1k	51.59	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$360k	NEW	7.7k	46.71	View chart
Vanguard World Energy Etf (VDE)	0.1	$359k		2.9k	125.88	View chart
Mccormick & Co Com Vtg (MKC.V)	0.1	$359k	NEW	5.4k	66.72	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$358k		7.3k	48.84	View chart
National Retail Properties (NNN)	0.1	$333k		7.8k	42.57	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$331k		7.8k	42.23	View chart
Northrop Grumman Corporation (NOC)	0.1	$329k		541.00	608.89	View chart
Pulte (PHM)	0.1	$328k		2.5k	132.13	View chart
Zoetis Cl A (ZTS)	0.1	$328k		2.2k	146.33	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$325k		9.2k	35.28	View chart
Eversource Energy (ES)	0.1	$321k		4.5k	71.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$315k		657.00	479.86	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$313k		2.6k	118.37	View chart
Textron (TXT)	0.1	$312k		3.7k	84.50	View chart
Corning Incorporated (GLW)	0.1	$311k	NEW	3.8k	82.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$309k		12k	26.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$308k		3.1k	99.96	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$304k	-25%	4.9k	62.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$295k		4.9k	59.92	View chart
Constellation Energy (CEG)	0.0	$292k	-35%	886.00	329.13	View chart
Hca Holdings (HCA)	0.0	$288k		676.00	426.00	View chart
Altria (MO)	0.0	$281k		4.3k	66.07	View chart
Abbvie (ABBV)	0.0	$272k		1.2k	231.56	View chart
Johnson & Johnson (JNJ)	0.0	$272k	-8%	1.5k	185.39	View chart
Edwards Lifesciences (EW)	0.0	$269k		3.5k	77.77	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$269k		8.2k	32.89	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$266k		1.6k	162.48	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$257k		4.5k	57.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$256k		2.8k	91.41	View chart
SYSCO Corporation (SYY)	0.0	$254k		3.1k	82.34	View chart
Adobe Systems Incorporated (ADBE)	0.0	$253k	-23%	718.00	352.75	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$252k		815.00	309.74	View chart
Coca-Cola Company (KO)	0.0	$247k	-4%	3.7k	66.32	View chart
Mettler-Toledo International (MTD)	0.0	$247k		201.00	1227.61	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$240k		975.00	246.60	View chart
Assurant (AIZ)	0.0	$240k		1.1k	216.60	View chart
PNC Financial Services (PNC)	0.0	$236k		1.2k	200.88	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$232k	-18%	9.7k	23.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$232k	-19%	4.3k	54.18	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$230k		1.6k	145.59	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$216k		1.6k	138.27	View chart
T. Rowe Price (TROW)	0.0	$216k	-44%	2.1k	102.63	View chart
Danaher Corporation (DHR)	0.0	$215k		1.1k	198.26	View chart
Starbucks Corporation (SBUX)	0.0	$202k	-12%	2.4k	84.60	View chart
Eli Lilly & Co. (LLY)	0.0	$201k		263.00	762.48	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 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
SC&H Financial Advisors 2021 Q4 filed Feb. 10, 2022

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