SC&H Financial Advisors, Inc.
Sector Allocation
- Other89.4%$645.4M
- Technology5.5%$39.4M
- Financials2.2%$16.1M
- Consumer Discretionary0.7%$5.2M
- Consumer Staples0.7%$5.0M
- Industrials0.5%$3.8M
- Healthcare0.5%$3.6M
- Utilities0.2%$1.4M
- Materials0.1%$788,147
- Real Estate0.1%$782,950
AUM History
13fpro.ai/research/fund/sc-and-h-financial-advisors-inc-1907898
Conviction and streaks
Concentrating · top 10 = 65.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$100.6M
- AMERICAN$83.6M
- DIMENSIONAL$47.8M
- DIMENSIONAL$39.7M
- DIMENSIONAL$39.0M
- DIMENSIONAL$38.6M
- DIMENSIONAL$35.3M
- AMERICAN$31.6M
- AMERICAN$29.7M
- DIMENSIONAL$26.2M
- DIMENSIONAL$17.3M
AAPL
$13.3M- VANGUARD$11.4M
- ISHARES$11.1M
- DIMENSIONAL$11.1M
- ISHARES$10.8M
- DIMENSIONAL$10.3M
MSFT
$7.9M- DIMENSIONAL$7.7M
- DIMENSIONAL$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sc-and-h-financial-advisors-inc-1907898
SC&H Financial Advisors, Inc. 13F holdings — Q3 2026
$722.2M portfolio (-4.2% QoQ) · 158 holdings · Q3 2026 13F · top 10 are 65% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$100.6M
13.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
AMERICAN CENTY ETF TR - US EQT ETF
$83.6M
11.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$47.8M
6.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$39.7M
5.5% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$39.0M
5.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$38.6M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - ULTR FIX INC ETF
$35.3M
4.9% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$31.6M
4.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
AMERICAN CENTY ETF TR - INTL EQT ETF
$29.7M
4.1% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$26.2M
3.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $100.6M | 13.9% | +2% | — | — | — | — | |
| 2 | AMERICAN CENTY ETF TR - US EQT ETF | $83.6M | 11.6% | +1% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $47.8M | 6.6% | +3% | — | — | — | — | |
| 4 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $39.7M | 5.5% | +0.6% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $39.0M | 5.4% | +2% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $38.6M | 5.3% | +2% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - ULTR FIX INC ETF | $35.3M | 4.9% | +8% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $31.6M | 4.4% | +1% | — | — | — | — | |
| 9 | AMERICAN CENTY ETF TR - INTL EQT ETF | $29.7M | 4.1% | -0.9% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $26.2M | 3.6% | +7% | — | — | — | — |
All holdings — SC&H Financial Advisors, Inc. (Q3 2026)
158 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund | — | $17.3M | 2.4% | 441K | +0.6% | — | — | 13F |
| 12 | Apple Inc. | Technology | $13.3M | 1.8% | 40K | -0.5% | 11+ qtrs | 75.7 | 13F | |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAPetf/fund | — | $11.4M | 1.6% | 32K | +0.0% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $11.1M | 1.5% | 15K | -6% | — | — | 13F |
| 15 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund | — | $11.1M | 1.5% | 276K | +10% | — | — | 13F |
| 16 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $10.8M | 1.5% | 112K | -0.2% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $10.3M | 1.4% | 261K | +2% | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $7.9M | 1.1% | 15K | -0.3% | 11+ qtrs | 79.8 | 13F | |
| 19 | — | DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund | — | $7.7M | 1.1% | 208K | -9% | — | — | 13F |
| 20 | — | DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund | — | $4.9M | 0.7% | 74K | -0.7% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $4.9M | 0.7% | 63K | +3% | — | — | 13F |
| 22 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $4.8M | 0.7% | 40K | -1% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $4.6M | 0.6% | 12K | -7% | — | — | 13F |
| 24 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETFetf/fund | — | $4.4M | 0.6% | 53K | +4% | — | — | 13F |
| 25 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.3M | 0.6% | 5,699 | -8% | 11+ qtrs | — | 13F | |
| 26 | $GOOGL | Alphabet Inc. | Technology | $4.2M | 0.6% | 12K | -0.2% | |||
| 27 | — | ISHARES TR - CORE S&P TTL STK | — | $3.6M | 0.5% | 21K | -2% | |||
| 28 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $3.5M | 0.5% | 88K | +0.0% | |||
| 29 | — | ISHARES TR - CORE US AGGBD ET | — | $3.3M | 0.5% | 35K | +11% | |||
| 30 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $3.2M | 0.4% | 32K | -0.1% | |||
| 31 | $LRCX | LAM RESEARCH CORP | Technology | $3.1M | 0.4% | 9,439 | — | |||
| 32 | — | ISHARES TR - GLOBAL REIT ETF | — | $2.9M | 0.4% | 112K | +2% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $2.7M | 0.4% | 8,053 | +0.2% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.6M | 0.3% | 5,125 | — | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.4M | 0.3% | 2,664 | — | |||
| 36 | $V | VISA INC. | Financials | $2.4M | 0.3% | 6,649 | -0.1% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $2.3M | 0.3% | 7,007 | +0.1% | |||
| 38 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $2.3M | 0.3% | 25K | +0.2% | |||
| 39 | — | ISHARES TR - RUS 1000 ETF | — | $2.2M | 0.3% | 5,282 | +0.0% | |||
| 40 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $2.2M | 0.3% | 55K | -2% | |||
| 41 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $2.2M | 0.3% | 28K | -0.4% | |||
| 42 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.1M | 0.3% | 9,095 | -4% | |||
| 43 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.3% | 8,421 | +34% | |||
| 44 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $2.1M | 0.3% | 77K | +10% | |||
| 45 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $2.0M | 0.3% | 61K | +0.1% | |||
| 46 | $DOV | DOVER Corp | Industrials | $2.0M | 0.3% | 13K | -16% | |||
| 47 | — | ISHARES INC - CORE MSCI EMKT | — | $2.0M | 0.3% | 25K | -3% | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $1.9M | 0.3% | 24K | +0.5% | |||
| 49 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.8M | 0.3% | 7,978 | +0.1% | |||
| 50 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $1.8M | 0.3% | 17K | +0.1% | |||
| 51 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $1.7M | 0.2% | 8,884 | -0.6% | |||
| 52 | $NVDA | NVIDIA CORP | Technology | $1.6M | 0.2% | 6,946 | -23% | |||
| 53 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.5M | 0.2% | 18K | +24% | |||
| 54 | $MA | Mastercard Inc | Financials | $1.5M | 0.2% | 2,640 | -3% | |||
| 55 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.2% | 2,003 | -0.2% | |||
| 56 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | — | $1.4M | 0.2% | 30K | -1.0% | |||
| 57 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.2% | 1,776 | -4% | |||
| 58 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.2% | 34K | +0.1% | |||
| 59 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.3M | 0.2% | 4,409 | -8% | |||
| 60 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | — | $1.2M | 0.2% | 27K | +6% | |||
| 61 | — | ISHARES TR - CORE MSCI TOTAL | — | $1.2M | 0.2% | 12K | -0.6% | |||
| 62 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $1.1M | 0.1% | 3,707 | -1% | |||
| 63 | — | ISHARES TR - MSCI EAFE ETF | — | $1.1M | 0.1% | 10K | -5% | |||
| 64 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $1.1M | 0.1% | 6,600 | — | |||
| 65 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.0M | 0.1% | 13K | — | |||
| 66 | — | ISHARES TR - CORE S&P MCP ETF | — | $991K | 0.1% | 14K | +0.1% | |||
| 67 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $959K | 0.1% | 4,140 | -3% | |||
| 68 | — | ISHARES TR - RUSSELL 2000 ETF | — | $944K | 0.1% | 3,397 | +0.1% | |||
| 69 | — | ISHARES TR - CORE S&P SCP ETF | — | $913K | 0.1% | 6,711 | -5% | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $906K | 0.1% | 2,578 | -0.1% | |||
| 71 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $891K | 0.1% | 1,271 | — | |||
| 72 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $889K | 0.1% | 2,421 | -1% | |||
| 73 | $CTAS | CINTAS CORP | Consumer Discretionary | $884K | 0.1% | 4,533 | — | |||
| 74 | $APH | AMPHENOL CORP /DE/ | Technology | $882K | 0.1% | 10K | +100% | |||
| 75 | $IVZ | Invesco Ltd. | Financials | $869K | 0.1% | 12K | -6% | |||
| 76 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 77 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $689K | 0.1% | 1,021 | — | |||
| 78 | $IVZ | Invesco Ltd. | Financials | $671K | 0.1% | 12K | -15% | |||
| 79 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $615K | 0.1% | 4,234 | +0.2% | |||
| 80 | $GLW | CORNING INC /NY | Materials | $578K | 0.1% | 3,760 | — | |||
| 81 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $571K | 0.1% | 13K | -2% | |||
| 82 | $PAYX | PAYCHEX INC | Technology | $571K | 0.1% | 5,802 | — | |||
| 83 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $571K | 0.1% | 3,935 | — | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $552K | 0.1% | 5,308 | -0.9% | |||
| 85 | $PLD | Prologis, Inc. | Real Estate | $547K | 0.1% | 4,212 | — | |||
| 86 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $543K | 0.1% | 1,907 | — | |||
| 87 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $540K | 0.1% | 7,653 | +0.1% | |||
| 88 | $MCD | MCDONALDS CORP | Consumer Discretionary | $534K | 0.1% | 2,312 | — | |||
| 89 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $511K | 0.1% | 3,491 | -41% | |||
| 90 | — | VANGUARD WORLD FD - INF TECH ETF | — | $497K | 0.1% | 3,952 | -14% | |||
| 91 | $MTB | M&T BANK CORP | Financials | $488K | 0.1% | 2,242 | — | |||
| 92 | — | VANGUARD WORLD FD - ENERGY ETF | — | $481K | 0.1% | 2,795 | +0.2% | |||
| 93 | $JCI | Johnson Controls International plc | Industrials | $470K | 0.1% | 3,165 | +0.3% | |||
| 94 | — | ISHARES TR - RUS 1000 VAL ETF | — | $448K | 0.1% | 1,808 | -11% | |||
| 95 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $434K | 0.1% | 4,816 | +0.0% | |||
| 96 | $JNJ | JOHNSON & JOHNSON | Healthcare | $418K | 0.1% | 1,580 | — | |||
| 97 | $GS | GOLDMAN SACHS GROUP INC | Financials | $418K | 0.1% | 464 | — | |||
| 98 | $CAT | CATERPILLAR INC | Industrials | $411K | 0.1% | 507 | — | |||
| 99 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $410K | 0.1% | 3,452 | +0.3% | |||
| 100 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $403K | 0.1% | 3,127 | — | |||
| 101 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $400K | 0.1% | 2,169 | — | |||
| 102 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $397K | 0.1% | 5,144 | — | |||
| 103 | $XEL | XCEL ENERGY INC | Utilities | $394K | 0.1% | 5,592 | — | |||
| 104 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $376K | 0.1% | 12K | +0.4% | |||
| 105 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $374K | 0.1% | 9,360 | +0.3% | |||
| 106 | $KO | COCA COLA CO | Consumer Staples | $371K | 0.1% | 4,315 | +0.5% | |||
| 107 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $365K | 0.1% | 6,700 | +0.0% | |||
| 108 | $VLO | VALERO ENERGY CORP/TX | Energy | $364K | 0.1% | 940 | — | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $364K | 0.1% | 1,749 | — | |||
| 110 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | — | $359K | 0.1% | 9,190 | +1% | |||
| 111 | — | ISHARES TR - CORE 1 5 YR USD | — | $356K | 0.1% | 7,524 | +1.0% | |||
| 112 | $ABBV | AbbVie Inc. | Healthcare | $347K | 0.1% | 1,327 | — | |||
| 113 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $341K | 0.1% | 3,680 | — | |||
| 114 | — | ISHARES TR - CORE S&P US VLU | — | $340K | 0.1% | 3,087 | +0.1% | |||
| 115 | $AWK | American Water Works Company, Inc. | Utilities | $336K | 0.1% | 2,593 | — | |||
| 116 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $328K | 0.1% | 1,477 | -15% | |||
| 117 | — | ISHARES TR - CORE UNIVRSL USD | — | $317K | 0.0% | 7,192 | -7% | |||
| 118 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $317K | 0.0% | 2,856 | — | |||
| 119 | $MKC | MCCORMICK & CO INC | Consumer Staples | $312K | 0.0% | 6,732 | -13% | |||
| 120 | $TROW | PRICE T ROWE GROUP INC | Financials | $307K | 0.0% | 2,947 | +39% | |||
| 121 | — | ISHARES TR - DOW JONES US ETF | — | $303K | 0.0% | 1,636 | — | |||
| 122 | — | ISHARES TR - MSCI USA MMENTM | — | $299K | 0.0% | 942 | +0.1% | |||
| 123 | $AIZ | ASSURANT, INC. | Financials | $292K | 0.0% | 1,110 | — | |||
| 124 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $291K | 0.0% | 4,210 | +3% | |||
| 125 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $291K | 0.0% | 8,182 | — | |||
| 126 | $HCA | HCA Healthcare, Inc. | Healthcare | $288K | 0.0% | 676 | — | |||
| 127 | $PHM | PULTEGROUP INC/MI/ | Industrials | $288K | 0.0% | 2,480 | — | |||
| 128 | — | ISHARES TR - RUS 1000 GRW ETF | — | $282K | 0.0% | 2,255 | +0.0% | |||
| 129 | $TXT | TEXTRON INC | Industrials | $281K | 0.0% | 3,692 | +0.0% | |||
| 130 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $279K | 0.0% | 4,826 | +0.1% | |||
| 131 | $ES | EVERSOURCE ENERGY | Utilities | $274K | 0.0% | 4,264 | +0.0% | |||
| 132 | $EW | Edwards Lifesciences Corp | Healthcare | $273K | 0.0% | 3,162 | — | |||
| 133 | $LLY | ELI LILLY & Co | Healthcare | $266K | 0.0% | 230 | -22% | |||
| 134 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $262K | 0.0% | 542 | — | |||
| 135 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $262K | 0.0% | 2,787 | — | |||
| 136 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $261K | 0.0% | 773 | — | |||
| 137 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $258K | 0.0% | 171 | — | |||
| 138 | $MKC | MCCORMICK & CO INC | Consumer Staples | $258K | 0.0% | 5,376 | — | |||
| 139 | — | FIDELITY COVINGTON TRUST - CRYPTO IND & DIG | — | $255K | 0.0% | 6,054 | +0.0% | |||
| 140 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $252K | 0.0% | 4,243 | +0.1% | |||
| 141 | — | ISHARES TR - MSCI ACWI ETF | — | $248K | 0.0% | 1,563 | — | |||
| 142 | $SYY | SYSCO CORP | Consumer Discretionary | $240K | 0.0% | 3,081 | — | |||
| 143 | $CSCO | CISCO SYSTEMS, INC. | Technology | $236K | 0.0% | 2,195 | +0.0% | |||
| 144 | $NNN | NNN REIT, INC. | Real Estate | $236K | 0.0% | 5,744 | — | |||
| 145 | — | VANGUARD WORLD FD - MRNGSTR VAL ETF | — | $233K | 0.0% | 1,448 | — | |||
| 146 | $PLTR | Palantir Technologies Inc. | Technology | $224K | 0.0% | 1,200 | New | |||
| 147 | $BX | Blackstone Inc. | Financials | $224K | 0.0% | 1,996 | — | |||
| 148 | $MCK | MCKESSON CORP | Consumer Staples | $224K | 0.0% | 262 | New | |||
| 149 | $ATO | ATMOS ENERGY CORP | Energy | $221K | 0.0% | 1,410 | -3% | |||
| 150 | — | ISHARES TR - ESG AWR MSCI USA | — | $220K | 0.0% | 1,321 | +0.2% |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 59 added to, 46 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (59)
- DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+8%
now $35.3M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+7%
now $26.2M
- DIMENSIONAL ETF TRUST - US CORE EQT MKT+3%
now $47.8M
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+2%
now $100.6M
- AMERICAN CENTY ETF TR - US EQT ETF+1%
now $83.6M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+10%
now $11.1M
+53 more in the Excel export
Trimmed (46)
- DIMENSIONAL ETF TRUST - WORLD EX US CORE-9%
now $7.7M
- ISHARES TR - CORE S&P500 ETF-6%
now $11.1M
$NVDANVIDIA CORP-23%
now $1.6M · held 11+ qtrs, 2 trims in a row
$SPYSPDR S&P 500 ETF TRUST-8%
now $4.3M · held 11+ qtrs
$DOVDOVER Corp-16%
now $2.0M · held 11+ qtrs
- SPDR SERIES TRUST - ST STR SP DIV-41%
now $511K
+40 more in the Excel export
Holdings by quarter
Every 13F SC&H Financial Advisors, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SC&H Financial Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 5% over the last 4
Top 10 weight
65%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SC&H Financial Advisors, Inc. disclosed 158 positions worth $722.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $PLTR. The portfolio is most concentrated in Other (89.4% of disclosed assets). All figures are sourced directly from SC&H Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1907898.
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AI-Powered Hedge Fund Analysis: SC&H Financial Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For SC&H Financial Advisors, Inc. (SEC CIK: 1907898), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SC&H Financial Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.