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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 Dimensional Etf Trust, AVUS, DFAU, DFAI, DFUS, and represent 43.03% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DUSB, DFSD, DFAU, Dimensional Etf Trust, AVUS, DFCF, DFUS, DFIC, AMZN, APH.
Started 4 new stock positions in DHR, PLTR, AVLC, MCK.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$37M), Dimensional Etf Trust, Dimensional Etf Trust, DFAX, IVV, NVDA, SPY, VT, SDY, VTI.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, LAMR, TJX.
SC&H Financial Advisors was a net seller of stock by $-31M.
SC&H Financial Advisors has $722M in assets under management (AUM), dropping by -4.20%.
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 158 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf	13.9	$101M		2.3M	44.45	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	11.6	$84M		653k	128.09	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.6	$48M	+3%	914k	52.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.5	$40M		958k	41.43	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.4	$39M	+2%	470k	83.03	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.3	$39M		1.0M	37.61	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	4.9	$35M	+8%	699k	50.49	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.4	$32M		336k	94.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.1	$30M		329k	90.11	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.6	$26M	+6%	564k	46.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$17M		441k	39.31	View chart
Apple (AAPL)	1.8	$13M		40k	333.02	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	1.6	$11M		32k	351.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$11M	-5%	15k	765.85	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.5	$11M	+9%	276k	40.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$11M		112k	96.88	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$10M	+2%	261k	39.72	View chart
Microsoft Corporation (MSFT)	1.1	$7.9M		16k	512.89	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$7.7M	-9%	208k	37.02	View chart
Dimensional Etf Trust Us Targeted Vlu	0.7	$4.9M		74k	66.44	View chart
Dimensional Etf Trust Us Small Cap Etf	0.7	$4.9M	+2%	63k	77.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$4.8M		40k	117.77	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$4.6M	-6%	12k	374.23	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.6	$4.4M	+4%	53k	82.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$4.3M	-8%	5.7k	762.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.2M		12k	344.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$3.6M		21k	166.28	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$3.5M		88k	39.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.3M	+11%	35k	94.54	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$3.2M		32k	98.34	View chart
Lam Research Corp Com New (LRCX)	0.4	$3.1M		9.4k	328.53	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$2.9M		112k	25.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.7M		8.1k	340.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.6M		5.1k	497.96	View chart
Costco Wholesale Corporation (COST)	0.3	$2.4M		2.7k	910.33	View chart
Visa Com Cl A (V)	0.3	$2.4M		6.6k	359.35	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.3M		7.0k	330.83	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$2.3M		25k	90.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$2.2M		5.3k	416.17	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$2.2M		55k	40.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$2.2M		28k	78.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.1M	-4%	9.1k	233.30	View chart
Amazon (AMZN)	0.3	$2.1M	+33%	8.4k	249.16	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$2.1M	+9%	77k	27.05	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$2.0M		61k	33.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.0M	-16%	13k	157.85	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.0M	-3%	25k	81.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.9M		24k	76.40	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$1.8M		8.0k	231.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.8M		17k	109.38	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$1.7M		8.9k	195.53	View chart
NVIDIA Corporation (NVDA)	0.2	$1.6M	-23%	6.9k	228.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.5M	+24%	18k	84.96	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M	-3%	2.6k	551.42	View chart
Meta Platforms Cl A (META)	0.2	$1.5M		2.0k	725.07	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$1.4M		30k	45.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.3M	-3%	1.8k	739.88	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.3M		34k	37.90	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$1.3M	-8%	4.4k	284.49	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.2M	+6%	27k	44.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.2M		12k	94.99	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$1.1M		3.7k	292.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	-4%	10k	103.89	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.1M		6.6k	159.37	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$1.0M		13k	78.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$991k		14k	71.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$959k	-3%	4.1k	231.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$944k		3.4k	277.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$913k	-4%	6.7k	136.05	View chart
Broadcom (AVGO)	0.1	$906k		2.6k	351.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$891k		1.3k	700.81	View chart
UnitedHealth (UNH)	0.1	$889k		2.4k	367.02	View chart
Cintas Corporation (CTAS)	0.1	$884k		4.5k	195.04	View chart
Amphenol Corp Cl A (APH)	0.1	$882k	+100%	11k	84.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$869k	-5%	12k	70.51	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k		1.00	747005.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$689k		1.0k	675.25	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$671k	-14%	12k	54.43	View chart
Procter & Gamble Company (PG)	0.1	$615k		4.2k	145.28	View chart
Corning Incorporated (GLW)	0.1	$578k		3.8k	153.78	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$572k	-2%	13k	43.29	View chart
Paychex (PAYX)	0.1	$571k		5.8k	98.49	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$571k		3.9k	145.04	View chart
Wal-Mart Stores (WMT)	0.1	$552k		5.3k	103.92	View chart
Prologis (PLD)	0.1	$547k		4.2k	129.85	View chart
Home Depot (HD)	0.1	$543k		1.9k	284.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$540k		7.7k	70.61	View chart
McDonald's Corporation (MCD)	0.1	$534k		2.3k	230.98	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$511k	-40%	3.5k	146.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$497k	-13%	4.0k	125.67	View chart
M&T Bank Corporation (MTB)	0.1	$488k		2.2k	217.57	View chart
Vanguard World Energy Etf (VDE)	0.1	$481k		2.8k	172.15	View chart
Johnson Controls Internation SHS (JCI)	0.1	$470k		3.2k	148.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$448k	-11%	1.8k	247.95	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$434k		4.8k	90.12	View chart
Johnson & Johnson (JNJ)	0.1	$418k		1.6k	264.81	View chart
Goldman Sachs (GS)	0.1	$418k		464.00	900.04	View chart
Caterpillar (CAT)	0.1	$411k		507.00	811.53	View chart
American Electric Power Company (AEP)	0.1	$410k		3.5k	118.65	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$403k		3.1k	128.92	View chart
Lowe's Companies (LOW)	0.1	$400k		2.2k	184.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$397k		5.1k	77.25	View chart
Xcel Energy (XEL)	0.1	$394k		5.6k	70.48	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$376k		12k	31.47	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$374k		9.4k	39.91	View chart
Coca-Cola Company (KO)	0.1	$371k		4.3k	86.07	View chart
Bank of America Corporation (BAC)	0.1	$365k		6.7k	54.43	View chart
Valero Energy Corporation (VLO)	0.1	$364k		940.00	387.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$364k		1.7k	208.02	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$359k		9.2k	39.06	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$356k		7.5k	47.25	View chart
Abbvie (ABBV)	0.0	$347k		1.3k	261.68	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$341k		3.7k	92.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$340k		3.1k	110.27	View chart
American Water Works (AWK)	0.0	$336k		2.6k	129.48	View chart
PNC Financial Services (PNC)	0.0	$328k	-15%	1.5k	222.33	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$317k	-7%	7.2k	44.09	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$317k		2.9k	110.97	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$312k	-12%	6.7k	46.40	View chart
T. Rowe Price (TROW)	0.0	$307k	+39%	2.9k	104.05	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$303k		1.6k	185.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$299k		942.00	317.17	View chart
Assurant (AIZ)	0.0	$293k		1.1k	263.50	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$291k	+3%	4.2k	69.14	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.0	$291k		8.2k	35.55	View chart
Hca Holdings (HCA)	0.0	$288k		676.00	426.54	View chart
Pulte (PHM)	0.0	$288k		2.5k	116.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$283k		2.3k	125.26	View chart
Textron (TXT)	0.0	$281k		3.7k	76.20	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$279k		4.8k	57.81	View chart
Eversource Energy (ES)	0.0	$274k		4.3k	64.16	View chart
Edwards Lifesciences (EW)	0.0	$273k		3.2k	86.32	View chart
Eli Lilly & Co. (LLY)	0.0	$266k	-22%	230.00	1156.21	View chart
Northrop Grumman Corporation (NOC)	0.0	$262k		542.00	483.85	View chart
Starbucks Corporation (SBUX)	0.0	$262k		2.8k	93.97	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$261k		773.00	337.66	View chart
Mettler-Toledo International (MTD)	0.0	$258k		171.00	1510.95	View chart
Mccormick & Co Com Vtg (MKC.V)	0.0	$258k		5.4k	47.94	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.0	$255k		6.1k	42.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$252k		4.2k	59.31	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$248k		1.6k	158.80	View chart
SYSCO Corporation (SYY)	0.0	$240k		3.1k	77.96	View chart
Cisco Systems (CSCO)	0.0	$236k		2.2k	107.61	View chart
National Retail Properties (NNN)	0.0	$236k		5.7k	41.09	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.0	$233k		1.4k	161.09	View chart
Palantir Technologies Cl A (PLTR)	0.0	$225k	NEW	1.2k	187.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$224k		2.0k	112.11	View chart
McKesson Corporation (MCK)	0.0	$224k	NEW	262.00	853.27	View chart
Atmos Energy Corporation (ATO)	0.0	$221k	-3%	1.4k	156.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$220k		1.3k	166.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$215k		2.0k	109.60	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.0	$213k	NEW	2.4k	90.28	View chart
Linde SHS (LIN)	0.0	$210k		442.00	474.98	View chart
Danaher Corporation (DHR)	0.0	$209k	NEW	942.00	221.47	View chart
Tesla Motors (TSLA)	0.0	$206k		581.00	354.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$205k		3.7k	55.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$202k	-19%	2.3k	89.63	View chart
International Business Machines (IBM)	0.0	$201k		912.00	219.95	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 2026 Q3 filed Oct. 14, 2026
SC&H Financial Advisors 2026 Q2 filed Aug. 4, 2026
SC&H Financial Advisors 2026 Q1 filed April 23, 2026
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

View all past filings

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