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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, DFIC, and represent 40.04% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DUSB, DFSD, VV, DCOR, DFAU, DFCF, DFAI, DFAX, BRK.B, DFUS.
Started 2 new stock positions in VLO, LIN.
Reduced shares in these 10 stocks: , , IEFA, FDIG, AJG, , DHR, REET, IVV, MSFT.
Sold out of its positions in ADBE, DHR, FDIG, AJG, TROW, ACN.
SC&H Financial Advisors was a net buyer of stock by $22M.
SC&H Financial Advisors has $663M in assets under management (AUM), dropping by 2.61%.
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 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.8	$85M		2.2M	38.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	10.7	$71M		636k	111.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.9	$39M	+3%	873k	45.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.5	$36M	+3%	932k	38.96	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.2	$34M	+2%	964k	35.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.9	$32M	+3%	454k	70.91	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	4.6	$31M	+12%	607k	50.71	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	4.6	$31M	+4%	424k	72.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.2	$28M		331k	84.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.9	$26M		320k	80.58	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.5	$23M	+13%	484k	47.88	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$14M	+3%	421k	33.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$11M		16k	653.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$11M	-2%	116k	90.53	View chart
Apple (AAPL)	1.5	$10M		40k	253.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$9.8M	+22%	33k	298.85	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.4	$9.6M	+15%	228k	42.22	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.3	$8.6M	+3%	249k	34.55	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$7.6M	+19%	224k	33.97	View chart
Microsoft Corporation (MSFT)	0.9	$5.8M	-2%	16k	370.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$4.7M	-2%	75k	62.45	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$4.5M		41k	110.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.2M		13k	320.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$4.1M		58k	71.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$4.0M		6.2k	650.35	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$3.6M	+17%	87k	41.54	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.5	$3.6M	+14%	49k	73.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.5M	+3%	12k	287.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.3M	+16%	34k	99.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$3.1M	-3%	22k	142.43	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$2.8M	-4%	110k	25.15	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$2.7M	+8%	30k	88.02	View chart
Costco Wholesale Corporation (COST)	0.4	$2.7M		2.7k	996.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.4M	+94%	5.1k	479.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$2.4M		29k	82.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.3M		8.0k	286.87	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$2.1M	+10%	61k	35.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.1M		15k	138.32	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$2.1M	+31%	58k	35.71	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.1M		7.0k	294.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.0M		9.5k	215.06	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.0M		9.4k	213.67	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$2.0M	+31%	25k	80.61	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.0M		29k	69.75	View chart
Visa Com Cl A (V)	0.3	$2.0M	+7%	6.6k	302.22	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$1.9M		61k	32.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.9M		5.3k	356.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$1.9M		24k	78.41	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$1.8M	+3%	67k	26.58	View chart
NVIDIA Corporation (NVDA)	0.3	$1.8M	+14%	10k	174.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.7M		17k	99.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.7M		8.0k	217.24	View chart
Amazon (AMZN)	0.3	$1.7M	+21%	8.0k	208.28	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.6M		8.9k	184.28	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M		2.7k	499.61	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$1.3M	+47%	29k	46.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.3M		4.9k	261.90	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.2M		34k	35.94	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.2M	-7%	27k	44.02	View chart
Meta Platforms Cl A (META)	0.2	$1.1M		2.0k	572.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.1M	-5%	15k	77.11	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.1M		12k	86.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.0M		11k	97.13	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.0M		6.6k	157.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.0M	+3%	1.8k	577.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$973k		3.4k	287.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$965k		3.8k	257.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$957k	-4%	13k	73.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$928k		14k	67.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$878k		4.3k	205.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$874k		7.0k	124.31	View chart
Broadcom (AVGO)	0.1	$867k		2.8k	309.56	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$861k		5.9k	145.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$841k		3.4k	248.00	View chart
Cintas Corporation (CTAS)	0.1	$781k		4.6k	169.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$759k	+2%	1.3k	597.44	View chart
McDonald's Corporation (MCD)	0.1	$719k		2.3k	310.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$688k	-3%	19k	36.76	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$686k		14k	47.53	View chart
Procter & Gamble Company (PG)	0.1	$675k		4.7k	144.45	View chart
Wal-Mart Stores (WMT)	0.1	$660k	-15%	5.3k	124.28	View chart
Amphenol Corp Cl A (APH)	0.1	$660k		5.2k	126.35	View chart
UnitedHealth (UNH)	0.1	$654k		2.4k	270.59	View chart
Home Depot (HD)	0.1	$627k		1.9k	328.96	View chart
Prologis (PLD)	0.1	$557k		4.2k	132.19	View chart
Paychex (PAYX)	0.1	$541k		5.9k	92.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$532k		14k	39.44	View chart
Corning Incorporated (GLW)	0.1	$518k		3.8k	135.99	View chart
Lowe's Companies (LOW)	0.1	$513k	-13%	2.2k	236.33	View chart
Thermo Fisher Scientific (TMO)	0.1	$502k		1.0k	491.68	View chart
Vanguard World Energy Etf (VDE)	0.1	$496k		2.9k	173.04	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$492k		3.9k	125.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$489k		7.6k	64.08	View chart
M&T Bank Corporation (MTB)	0.1	$463k		2.2k	206.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$460k		2.2k	213.68	View chart
American Electric Power Company (AEP)	0.1	$449k		3.4k	131.07	View chart
Xcel Energy (XEL)	0.1	$444k		5.6k	79.44	View chart
Johnson Controls Internation SHS (JCI)	0.1	$412k		3.1k	130.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$408k		5.1k	79.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$397k		569.00	697.26	View chart
Goldman Sachs (GS)	0.1	$392k		464.00	845.10	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$390k		7.7k	50.44	View chart
Johnson & Johnson (JNJ)	0.1	$386k		1.6k	244.39	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$373k		8.9k	41.72	View chart
Northrop Grumman Corporation (NOC)	0.1	$370k		542.00	681.89	View chart
Caterpillar (CAT)	0.1	$359k		507.00	708.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$359k		7.4k	48.46	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$358k		7.7k	46.19	View chart
American Water Works (AWK)	0.1	$353k		2.6k	136.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$350k		802.00	436.88	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$346k		9.3k	37.20	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$343k		3.1k	109.68	View chart
Bank of America Corporation (BAC)	0.1	$336k	-6%	6.9k	48.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$336k		1.7k	191.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$330k		12k	27.85	View chart
Coca-Cola Company (KO)	0.0	$325k		4.3k	76.05	View chart
Textron (TXT)	0.0	$323k		3.7k	87.56	View chart
Hca Holdings (HCA)	0.0	$320k		676.00	473.02	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$317k		2.9k	110.87	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$315k		3.1k	102.24	View chart
Eversource Energy (ES)	0.0	$313k		4.5k	69.29	View chart
PNC Financial Services (PNC)	0.0	$307k	+25%	1.5k	208.05	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.0	$296k		8.2k	36.12	View chart
Pulte (PHM)	0.0	$292k		2.5k	117.61	View chart
Abbvie (ABBV)	0.0	$289k		1.3k	217.48	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$283k		4.5k	62.30	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$277k	+20%	4.8k	57.65	View chart
Eli Lilly & Co. (LLY)	0.0	$272k	+12%	296.00	918.50	View chart
Mccormick & Co Com Vtg (MKC.V)	0.0	$271k		5.4k	50.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$270k	-9%	736.00	367.44	View chart
Atmos Energy Corporation (ATO)	0.0	$269k		1.5k	184.72	View chart
International Business Machines (IBM)	0.0	$264k		1.1k	242.35	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$259k		1.6k	158.45	View chart
Edwards Lifesciences (EW)	0.0	$253k		3.2k	80.08	View chart
Starbucks Corporation (SBUX)	0.0	$250k		2.8k	89.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$246k		2.8k	88.72	View chart
Constellation Energy (CEG)	0.0	$246k		879.00	279.39	View chart
Assurant (AIZ)	0.0	$242k		1.1k	217.81	View chart
National Retail Properties (NNN)	0.0	$241k		5.7k	42.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$240k		563.00	426.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$234k		772.00	302.43	View chart
Valero Energy Corporation (VLO)	0.0	$232k	NEW	940.00	247.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$232k		4.3k	54.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$230k	-2%	2.0k	115.01	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$229k		9.7k	23.65	View chart
TJX Companies (TJX)	0.0	$227k		1.4k	159.71	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$226k		940.00	240.00	View chart
SYSCO Corporation (SYY)	0.0	$220k		3.1k	71.33	View chart
Linde SHS (LIN)	0.0	$219k	NEW	442.00	495.81	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$216k		1.6k	138.40	View chart
Mettler-Toledo International (MTD)	0.0	$216k		171.00	1261.20	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$210k		1.4k	144.95	View chart
Tesla Motors (TSLA)	0.0	$209k	+7%	561.00	371.90	View chart
Zoetis Cl A (ZTS)	0.0	$203k		1.7k	118.22	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 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
SC&H Financial Advisors 2022 Q3 filed Nov. 9, 2022
SC&H Financial Advisors 2022 Q2 filed Aug. 10, 2022

View all past filings

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