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

CIK 1907898 · latest 13F-HR filed 2026-04-23

Backtest portfolio

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.

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AUM

$663.2M

Long-equity book

Holdings

155

Distinct positions

Period

2026-03-31

Filed 2026-04-23

Q/Q Activity

+2 / −6 / ↑41 / ↓39

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$3.5M +12.8%
  • DIMENSIONAL ETF TRUST$2.8M +13.6%
  • DIMENSIONAL ETF TRUST$2.0M +5.9%
  • DIMENSIONAL ETF TRUST$1.8M +5.7%
  • DIMENSIONAL ETF TRUST$1.5M +23.6%
Show all 41 →

Top Trims

  • MICROSOFT CORP-$1.9M -25.0%
  • APPLE INC-$794.5K -7.2%
  • ISHARES TR-$646.1K -5.8%
  • ISHARES TR-$243.3K -7.3%
  • ALPHABET INC-$227.0K -9.0%
Show all 39 →

New Positions

  • VALERO ENERGY CORP$232.3K
  • LINDE PLC$219.1K
Show all 2 →

Exited Positions

  • ADOBE INC$265.3K
  • ACCENTURE PLC IRELAND$261.6K
  • FIDELITY COVINGTON TRUST$232.7K
  • GALLAGHER ARTHUR J & CO$223.1K
  • PRICE T ROWE GROUP INC$215.5K
Show all 6 →
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 $84.9M 12.80% 2,184,097 SH
2 AMERICAN CENTY ETF TR AVUS 025072885 $70.7M 10.66% 635,792 SH
3 DIMENSIONAL ETF TRUST DFAU 25434V104 $39.4M 5.94% 873,258 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $36.3M 5.48% 932,172 SH
5 DIMENSIONAL ETF TRUST DFIC 25434V799 $34.2M 5.16% 963,800 SH
6 DIMENSIONAL ETF TRUST DFUS 25434V401 $32.2M 4.86% 454,165 SH
7 DIMENSIONAL ETF TRUST DUSB 25434V591 $30.8M 4.64% 607,348 SH
8 DIMENSIONAL ETF TRUST DCOR 25434V625 $30.6M 4.61% 423,921 SH
9 AMERICAN CENTY ETF TR AVDE 025072703 $28.1M 4.23% 330,713 SH
10 AMERICAN CENTY ETF TR AVEM 025072604 $25.8M 3.89% 320,134 SH
11 DIMENSIONAL ETF TRUST DFSD 25434V864 $23.2M 3.50% 484,186 SH
12 DIMENSIONAL ETF TRUST DFAE 25434V302 $14.3M 2.15% 421,263 SH
13 ISHARES TR IVV 464287200 $10.5M 1.59% 16,149 SH
14 ISHARES TR IEFA 46432F842 $10.5M 1.59% 116,277 SH
15 APPLE INC AAPL 037833100 $10.2M 1.54% 40,224 SH
16 VANGUARD INDEX FDS VV 922908637 $9.8M 1.48% 32,894 SH
17 DIMENSIONAL ETF TRUST DFCF 25434V872 $9.6M 1.45% 227,577 SH
18 DIMENSIONAL ETF TRUST DFEM 25434V732 $8.6M 1.30% 249,065 SH
19 DIMENSIONAL ETF TRUST DFAX 25434V880 $7.6M 1.15% 224,206 SH
20 MICROSOFT CORP MSFT 594918104 $5.8M 0.88% 15,680 SH
21 DIMENSIONAL ETF TRUST DFAT 25434V609 $4.7M 0.70% 74,591 SH
22 AMERICAN CENTY ETF TR AVUV 025072877 $4.5M 0.68% 40,591 SH
23 VANGUARD INDEX FDS VTI 922908769 $4.2M 0.63% 13,081 SH
24 DIMENSIONAL ETF TRUST DFAS 25434V500 $4.1M 0.62% 57,507 SH
25 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.0M 0.61% 6,188 SH
26 AMERICAN CENTY ETF TR AVIG 025072562 $3.6M 0.55% 87,365 SH
27 DIMENSIONAL ETF TRUST DFAW 25434V617 $3.6M 0.55% 49,157 SH
28 ALPHABET INC GOOGL 02079K305 $3.5M 0.53% 12,265 SH
29 ISHARES TR AGG 464287226 $3.3M 0.50% 33,616 SH
30 ISHARES TR ITOT 464287150 $3.1M 0.47% 21,664 SH
31 ISHARES TR REET 46434V647 $2.8M 0.42% 109,646 SH
32 AMERICAN CENTY ETF TR AVGE 025072232 $2.7M 0.40% 30,186 SH
33 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.7M 0.40% 2,664 SH
34 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.4M 0.37% 5,110 SH
35 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.4M 0.36% 28,844 SH
36 ALPHABET INC GOOG 02079K107 $2.3M 0.35% 8,031 SH
37 DIMENSIONAL ETF TRUST DFSV 25434V815 $2.1M 0.32% 60,459 SH
38 VANGUARD INTL EQUITY INDEX F VT 922042742 $2.1M 0.32% 15,222 SH
39 DIMENSIONAL ETF TRUST DFLV 25434V666 $2.1M 0.31% 58,239 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $2.1M 0.31% 6,996 SH
41 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.0M 0.31% 9,484 SH
42 LAM RESEARCH CORP LRCX 512807306 $2.0M 0.30% 9,437 SH
43 AMERICAN CENTY ETF TR AVLV 025072349 $2.0M 0.30% 24,932 SH
44 ISHARES INC IEMG 46434G103 $2.0M 0.30% 28,763 SH
45 VISA INC V 92826C839 $2.0M 0.30% 6,637 SH
46 DIMENSIONAL ETF TRUST DIHP 25434V765 $1.9M 0.29% 60,501 SH
47 ISHARES TR IWB 464287622 $1.9M 0.28% 5,278 SH
48 VANGUARD BD INDEX FDS BSV 921937827 $1.9M 0.28% 23,982 SH
49 DIMENSIONAL ETF TRUST DFGR 25434V658 $1.8M 0.27% 67,371 SH
50 NVIDIA CORPORATION NVDA 67066G104 $1.8M 0.26% 10,077 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-23 $663.2M 155 0001907898-26-000002
2025-12-31 2026-01-21 $646.4M 159 0001085146-26-000096