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SC&H Financial Advisors, Inc. — 13F Holdings & Portfolio

CIK 1907898 · latest 13F-HR filed 2026-08-04

Backtest portfolio

SC&H Financial Advisors, Inc. manages $753.8M in 13F-reported U.S. long-equity assets across 160 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (13.11%), AVUS (10.93%), DFAU (6.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 2, added to 103, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
226 SCHILLING CIRCLE
STE 300
HUNT VALLEY, MD 21031
Phone
(410) 403-1500
Filing Manager
SC&H Financial Advisors, Inc.
HUNT VALLEY, MD
Signatory
Caitlin Garner
Chief Compliance Officer
Loading holdings…
AUM

$753.8M

Long-equity book

Holdings

160

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+7 / −2 / ↑103 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$14.0M +16.5%
  • AMERICAN CENTY ETF TR$11.7M +16.6%
  • DIMENSIONAL ETF TRUST$6.5M +21.3%
  • DIMENSIONAL ETF TRUST$6.3M +15.9%
  • AMERICAN CENTY ETF TR$6.2M +24.2%
Show all 103 →

Top Trims

  • ISHARES TR-$234.6K -7.0%
  • COSTCO WHOLESALE CORPORATION-$162.4K -6.1%
  • AMAZON COM INC-$157.2K -9.5%
  • MCDONALDS CORP-$93.6K -13.0%
  • NORTHROP GRUMMAN CORP-$93.3K -25.3%
Show all 11 →

New Positions

  • FIDELITY COVINGTON TRUST$258.6K
  • CISCO SYS INC$257.7K
  • PRICE T ROWE GROUP INC$240.4K
  • ISHARES TR$230.3K
  • ISHARES TR$215.8K
Show all 7 →

Exited Positions

  • CONSTELLATION ENERGY CORP$245.6K
  • ZOETIS INC$203.2K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $98.8M 13.11% 2,228,328 SH
2 AMERICAN CENTY ETF TR AVUS 025072885 $82.4M 10.93% 643,544 SH
3 DIMENSIONAL ETF TRUST DFAU 25434V104 $45.7M 6.06% 883,580 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $39.3M 5.21% 952,732 SH
5 DIMENSIONAL ETF TRUST DFUS 25434V401 $37.6M 4.99% 459,468 SH
6 DIMENSIONAL ETF TRUST DFIC 25434V799 $37.6M 4.99% 1,008,819 SH
7 DIMENSIONAL ETF TRUST DCOR 25434V625 $37.1M 4.92% 452,203 SH
8 DIMENSIONAL ETF TRUST DUSB 25434V591 $32.8M 4.35% 645,927 SH
9 AMERICAN CENTY ETF TR AVEM 025072604 $32.0M 4.25% 332,081 SH
10 AMERICAN CENTY ETF TR AVDE 025072703 $29.6M 3.93% 332,244 SH
11 DIMENSIONAL ETF TRUST DFSD 25434V864 $25.2M 3.35% 528,603 SH
12 DIMENSIONAL ETF TRUST DFAE 25434V302 $17.6M 2.34% 438,518 SH
13 APPLE INC AAPL 037833100 $11.6M 1.54% 40,034 SH
14 ISHARES TR IVV 464287200 $11.5M 1.53% 15,422 SH
15 VANGUARD INDEX FDS VV 922908637 $11.1M 1.48% 32,349 SH
16 ISHARES TR IEFA 46432F842 $10.8M 1.43% 111,815 SH
17 DIMENSIONAL ETF TRUST DFCF 25434V872 $10.6M 1.41% 251,315 SH
18 DIMENSIONAL ETF TRUST DFEM 25434V732 $10.4M 1.38% 255,345 SH
19 DIMENSIONAL ETF TRUST DFAX 25434V880 $8.5M 1.12% 229,431 SH
20 MICROSOFT CORP MSFT 594918104 $5.8M 0.77% 15,538 SH
21 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.2M 0.69% 74,620 SH
22 AMERICAN CENTY ETF TR AVUV 025072877 $5.1M 0.68% 40,882 SH
23 DIMENSIONAL ETF TRUST DFAS 25434V500 $5.1M 0.67% 61,513 SH
24 VANGUARD INDEX FDS VTI 922908769 $4.8M 0.64% 13,069 SH
25 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.6M 0.62% 6,226 SH
26 ALPHABET INC GOOGL 02079K305 $4.4M 0.58% 12,210 SH
27 DIMENSIONAL ETF TRUST DFAW 25434V617 $4.2M 0.56% 51,130 SH
28 LAM RESEARCH CORP LRCX 512807306 $4.1M 0.54% 9,439 SH
29 AMERICAN CENTY ETF TR AVIG 025072562 $3.6M 0.48% 87,837 SH
30 ISHARES TR ITOT 464287150 $3.6M 0.47% 21,710 SH
31 AMERICAN CENTY ETF TR AVGE 025072232 $3.2M 0.42% 32,246 SH
32 ISHARES TR AGG 464287226 $3.1M 0.41% 31,344 SH
33 ISHARES TR REET 46434V647 $3.0M 0.40% 109,875 SH
34 ALPHABET INC GOOG 02079K107 $2.8M 0.38% 8,037 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 0.34% 5,125 SH
36 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.5M 0.33% 2,664 SH
37 VANGUARD INTL EQUITY INDEX F VT 922042742 $2.4M 0.32% 15,380 SH
38 DIMENSIONAL ETF TRUST DFSV 25434V815 $2.3M 0.31% 60,341 SH
39 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.3M 0.31% 27,827 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $2.3M 0.30% 6,997 SH
41 VISA INC V 92826C839 $2.3M 0.30% 6,654 SH
42 AMERICAN CENTY ETF TR AVLV 025072349 $2.3M 0.30% 25,011 SH
43 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.2M 0.30% 9,489 SH
44 DIMENSIONAL ETF TRUST DFLV 25434V666 $2.2M 0.29% 55,493 SH
45 ISHARES TR IWB 464287622 $2.2M 0.29% 5,280 SH
46 ISHARES INC IEMG 46434G103 $2.1M 0.28% 25,738 SH
47 DIMENSIONAL ETF TRUST DIHP 25434V765 $2.1M 0.27% 60,599 SH
48 DIMENSIONAL ETF TRUST DFGR 25434V658 $2.0M 0.27% 70,221 SH
49 VANGUARD INDEX FDS VBR 922908611 $1.9M 0.26% 7,969 SH
50 VANGUARD BD INDEX FDS BSV 921937827 $1.9M 0.25% 24,109 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $753.8M 160 0001907898-26-000004
2026-03-31 2026-04-23 $663.2M 155 0001907898-26-000002
2025-12-31 2026-01-21 $646.4M 159 0001085146-26-000096