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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 40.31% of SC&H Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DCOR, DFSD, DFAC, DUSB, DFIC, AVEM, DFCF, AVUS, DFAI, VO.
Started 7 new stock positions in ESGU, CSCO, DFUV, TROW, LAMR, FDIG, IJK.
Reduced shares in these 10 stocks: IVV, IEFA, AMZN, IEMG, CEG, AGG, NVDA, , VV, DFLV.
Sold out of its positions in CEG, ZTS.
SC&H Financial Advisors was a net buyer of stock by $18M.
SC&H Financial Advisors has $754M in assets under management (AUM), dropping by 13.66%.
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 160 positions in its portfolio as reported in the June 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 (DFAC)	13.1	$99M	+2%	2.2M	44.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	10.9	$82M		644k	128.08	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	6.1	$46M		884k	51.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.2	$39M	+2%	953k	41.25	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	5.0	$38M		460k	81.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.0	$38M	+4%	1.0M	37.26	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	4.9	$37M	+6%	452k	81.98	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	4.4	$33M	+6%	646k	50.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.3	$32M	+3%	332k	96.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.9	$30M		332k	89.20	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	3.3	$25M	+9%	529k	47.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$18M	+4%	439k	40.21	View chart
Apple (AAPL)	1.5	$12M		40k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$12M	-4%	15k	748.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$11M		32k	343.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$11M	-3%	112k	96.58	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.4	$11M	+10%	251k	42.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.4	$10M	+2%	255k	40.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$8.5M	+2%	229k	36.84	View chart
Microsoft Corporation (MSFT)	0.8	$5.8M		16k	373.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$5.2M		75k	69.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$5.1M		41k	124.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$5.1M	+6%	62k	82.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.8M		13k	370.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$4.6M		6.2k	746.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.4M		12k	357.38	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.6	$4.2M	+4%	51k	82.79	View chart
Lam Research Corp Com New (LRCX)	0.5	$4.1M		9.4k	433.34	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$3.6M		88k	41.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$3.6M		22k	164.27	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$3.2M	+6%	32k	99.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$3.1M	-6%	31k	98.98	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$3.0M		110k	27.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.8M		8.0k	353.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.6M		5.1k	500.40	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M		2.7k	935.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.4M		15k	156.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$2.3M		60k	38.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$2.3M	-3%	28k	82.65	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.3M		7.0k	327.33	View chart
Visa Com Cl A (V)	0.3	$2.3M		6.7k	343.07	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$2.3M		25k	91.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$2.2M		9.5k	236.63	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$2.2M	-4%	56k	39.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$2.2M		5.3k	409.51	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.1M	-10%	26k	82.84	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$2.1M		61k	34.12	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.3	$2.0M	+4%	70k	28.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.9M		8.0k	242.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.9M		24k	77.91	View chart
NVIDIA Corporation (NVDA)	0.2	$1.8M	-10%	9.0k	200.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.8M		8.9k	197.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.7M	-3%	17k	103.05	View chart
Amazon (AMZN)	0.2	$1.5M	-20%	6.3k	238.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.5M		4.8k	303.11	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M		2.7k	513.56	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$1.4M	+3%	30k	46.57	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.4M		34k	40.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M	+5%	1.8k	736.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.2M		14k	85.49	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.2M		6.6k	185.14	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.2M	-6%	25k	47.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$1.2M		13k	95.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.1M		3.8k	306.29	View chart
Meta Platforms Cl A (META)	0.2	$1.1M		2.0k	563.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M		11k	103.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M	+293%	13k	80.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.1M		14k	77.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.1M		4.3k	246.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M		7.0k	148.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M		3.4k	300.49	View chart
UnitedHealth (UNH)	0.1	$1.0M		2.4k	415.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$982k		13k	74.90	View chart
Broadcom (AVGO)	0.1	$975k	-7%	2.6k	377.74	View chart
Corning Incorporated (GLW)	0.1	$961k		3.8k	255.46	View chart
Amphenol Corp Cl A (APH)	0.1	$920k		5.2k	176.32	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$898k		5.9k	152.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$873k		1.3k	686.61	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$782k		19k	41.73	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$781k		15k	54.03	View chart
Cintas Corporation (CTAS)	0.1	$771k		4.5k	170.06	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Home Depot (HD)	0.1	$673k		1.9k	352.76	View chart
McDonald's Corporation (MCD)	0.1	$625k		2.3k	270.36	View chart
Procter & Gamble Company (PG)	0.1	$620k	-9%	4.2k	146.64	View chart
Wal-Mart Stores (WMT)	0.1	$607k		5.4k	113.26	View chart
Prologis (PLD)	0.1	$571k		4.2k	135.48	View chart
Paychex (PAYX)	0.1	$571k		5.8k	98.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$558k		3.9k	141.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$549k	+707%	4.6k	119.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$545k		7.6k	71.25	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$542k		14k	40.13	View chart
Caterpillar (CAT)	0.1	$540k		507.00	1065.59	View chart
M&T Bank Corporation (MTB)	0.1	$534k		2.2k	237.98	View chart
Thermo Fisher Scientific (TMO)	0.1	$512k		1.0k	501.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$493k	-5%	2.0k	242.39	View chart
Lowe's Companies (LOW)	0.1	$478k		2.2k	220.54	View chart
American Electric Power Company (AEP)	0.1	$471k		3.4k	136.80	View chart
Goldman Sachs (GS)	0.1	$469k		464.00	1010.62	View chart
Johnson Controls Internation SHS (JCI)	0.1	$461k		3.2k	146.11	View chart
Xcel Energy (XEL)	0.1	$449k		5.6k	80.30	View chart
PNC Financial Services (PNC)	0.1	$429k	+18%	1.7k	246.23	View chart
Vanguard World Energy Etf (VDE)	0.1	$419k	-2%	2.8k	150.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$415k	+500%	4.8k	86.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$407k		5.1k	79.03	View chart
Johnson & Johnson (JNJ)	0.1	$401k		1.6k	253.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$400k		3.1k	127.80	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$390k		7.7k	50.42	View chart
Bank of America Corporation (BAC)	0.1	$382k	-2%	6.7k	56.98	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$375k		9.3k	40.13	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$374k		9.1k	41.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$372k		1.7k	212.77	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$370k		12k	31.10	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$360k		7.5k	48.25	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$358k		7.8k	46.15	View chart
Eli Lilly & Co. (LLY)	0.0	$355k		296.00	1199.24	View chart
Coca-Cola Company (KO)	0.0	$349k		4.3k	81.27	View chart
American Water Works (AWK)	0.0	$341k		2.6k	131.59	View chart
Pulte (PHM)	0.0	$340k		2.5k	137.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$340k		3.1k	110.15	View chart
Textron (TXT)	0.0	$339k		3.7k	91.73	View chart
Abbvie (ABBV)	0.0	$334k		1.3k	251.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$324k	+400%	3.7k	87.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$322k		941.00	342.66	View chart
Eversource Energy (ES)	0.0	$308k	-5%	4.3k	72.28	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$306k		2.9k	107.13	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$299k	-10%	4.1k	73.35	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.0	$299k		8.2k	36.49	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$298k		1.6k	182.28	View chart
Assurant (AIZ)	0.0	$298k		1.1k	268.53	View chart
Edwards Lifesciences (EW)	0.0	$286k		3.2k	90.46	View chart
Starbucks Corporation (SBUX)	0.0	$285k		2.8k	102.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$283k		773.00	365.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$280k	+300%	2.3k	124.19	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$279k		4.8k	57.84	View chart
Northrop Grumman Corporation (NOC)	0.0	$276k		542.00	509.70	View chart
Mccormick & Co Com Vtg (MKC.V)	0.0	$272k		5.4k	50.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$268k		2.8k	96.44	View chart
National Retail Properties (NNN)	0.0	$267k		5.7k	46.53	View chart
Hca Holdings (HCA)	0.0	$263k		676.00	389.71	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.0	$259k	NEW	6.1k	42.73	View chart
Cisco Systems (CSCO)	0.0	$258k	NEW	2.2k	117.48	View chart
SYSCO Corporation (SYY)	0.0	$258k		3.1k	83.58	View chart
International Business Machines (IBM)	0.0	$256k	-16%	912.00	281.19	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$254k		9.7k	26.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$253k		4.2k	59.69	View chart
Atmos Energy Corporation (ATO)	0.0	$251k		1.5k	172.27	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$245k		1.6k	157.00	View chart
Valero Energy Corporation (VLO)	0.0	$245k		940.00	260.44	View chart
Tesla Motors (TSLA)	0.0	$245k	+3%	581.00	420.77	View chart
T. Rowe Price (TROW)	0.0	$240k	NEW	2.1k	113.68	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$237k		1.4k	163.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$235k		2.0k	117.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$230k	NEW	2.0k	117.49	View chart
Linde SHS (LIN)	0.0	$230k		442.00	519.14	View chart
Mettler-Toledo International (MTD)	0.0	$219k		171.00	1277.51	View chart
TJX Companies (TJX)	0.0	$218k		1.4k	151.51	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$216k	NEW	1.3k	163.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$205k	NEW	3.7k	55.01	View chart
Lamar Advertising Cl A (LAMR)	0.0	$201k	NEW	1.3k	155.97	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 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
SC&H Financial Advisors 2022 Q3 filed Nov. 9, 2022

View all past filings

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