SF
SC&H Financial Advisors, Inc. SEC 13F Holdings (Q2 2026) — Top Position: DIMENSIONAL US CORE EQUITY 2
SC&H Financial Advisors, Inc.CIK: 0001907898
Diversified strategyMomentum followerLong-term holder
Total reported value
$753.8M
Reporting period: 2026-06-30 · Number of holdings: 160
SC&H Financial Advisors, Inc. disclosed 160 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $753.8M and a quarterly turnover rate of 13.3%.
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Personality snowflake
- Concentration
- 20.79
- Portfolio Stability
- 13.26
- Momentum
- 100
- Sector conviction
- 71.14
- Diversification
- 100
- Sizing Uniformity
- 72.86
SC&H Financial Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.052 — mathematically equivalent to about 19 equally-sized positions, well below its 160 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.71), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 9% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AVEM
+3.7% $6.2M
Add DFAC
+2.0% $14.0M
Add DCOR
+6.7% $6.5M
Trim AVDE
+0.5% $1.6M
Trim DUSB
+6.4% $2.0M
Add AVUS
+1.2% $11.7M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.11% | +0.31% | +2.03% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.93% | +0.27% | +1.22% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.06% | +0.12% | +1.18% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.21% | -0.27% | +2.21% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.99% | +0.13% | +1.17% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 4.99% | -0.17% | +4.67% | |
| 7 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 4.92% | +0.31% | +6.67% | |
| 8 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.35% | -0.29% | +6.35% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.25% | +0.36% | +3.73% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 3.93% | -0.30% | +0.46% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 3.35% | -0.15% | +9.17% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.34% | +0.19% | +4.10% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.54% | — | -0.47% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | -0.06% | -4.50% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.48% | — | -1.66% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.43% | -0.16% | -3.84% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.41% | -0.04% | +10.43% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.38% | +0.08% | +2.52% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.12% | -0.03% | +2.33% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.11% | -0.91% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.69% | -0.01% | +0.04% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.68% | — | +0.72% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.67% | +0.05% | +6.97% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.01% | -0.09% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.01% | +0.61% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.05% | -0.45% | |
| 27 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.56% | +0.01% | +4.01% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.24% | +0.02% | |
| 29 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.48% | -0.07% | +0.54% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | — | +0.21% | |
| 31 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.42% | +0.02% | +6.82% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.41% | -0.09% | -6.76% | |
| 33 | REET | Ishares Global Reit ETF | ETF-Other | 0.40% | -0.02% | +0.21% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.03% | +0.07% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.03% | +0.29% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.07% | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.32% | — | +1.04% | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.31% | -0.01% | -0.20% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.31% | -0.05% | -3.53% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.01% | +0.01% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | — | +0.26% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.30% | — | +0.32% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.01% | +0.05% | |
| 44 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | -4.72% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.29% | +0.01% | +0.04% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | -0.02% | -10.52% | |
| 47 | DIHP | Dimensional International Hi | ETF-Other | 0.27% | -0.02% | +0.16% | |
| 48 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.27% | — | +4.23% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | — | +0.09% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | -0.03% | +0.53% |
1–50 of 160
Portfolio Performance
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+21.2%
- Stdev
- +11.4%
- Beta
- +0.83
- Alpha
- +1.1%
- Max Drawdown
- -5.4%
- Annualized Perf
- +18.6%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.12
- Stutzer
- +0.45
- Treynor
- +0.21
- Sterling
- +1.26
- Calmar
- +3.46
- Information Ratio
- -0.52
- Tracking Error
- +4.3%
- Stdev Down
- +5.7%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +30.7%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.56
- Stdev Sectors
- +11.5%
- Skewness
- -0.15
- Kurtosis
- -0.31
- Upside Potential
- +4.67
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 160 | $753.8M | 13 | ||
| 2026 Q1 | 155 | $663.2M | 6 | ||
| 2025 Q4 | 159 | $646.4M | 8 | ||
| 2025 Q3 | 147 | $613.4M | 20 | ||
| 2025 Q2 | 156 | $585.6M | 0 | ||
| 2025 Q1 | 151 | $508.3M | 0 | ||
| 2024 Q4 | 148 | $484.1M | 0 | ||
| 2024 Q3 | 153 | $457.7M | 0 | ||
| 2024 Q2 | 144 | $408.0M | 0 | ||
| 2024 Q1 | 143 | $384.1M | 0 | ||
| 2023 Q4 | 138 | $346.8M | 0 | ||
| 2023 Q3 | 130 | $300.8M | 0 | ||
| 2023 Q2 | 136 | $302.6M | 0 | ||
| 2023 Q1 | 131 | $274.3M | 0 | ||
| 2022 Q4 | 125 | $241.3M | 0 | ||
| 2022 Q3 | 126 | $200.0M | 0 | ||
| 2022 Q2 | 135 | $214.5M | 0 | ||
| 2022 Q1 | 149 | $210.3M | 0 | ||
| 2021 Q4 | 151 | $181.2M | 0 |
Holding changes this quarter
SC&H Financial Advisors, Inc.'s most significant position changes for 2026-06-30: New buy: Fidelity Crypto Indu & Dgtl (FDIG); New buy: Cisco Systems Inc (CSCO); Sold out: Constellation Energy (CEG); New buy: T Rowe Price Group Inc (TROW); New buy: Ishares S&p Mid-cap 400 Grow (IJK).
1–50 of 162
Filing History
FAQ
What is SC&H Financial Advisors, Inc. and what type of investor is it?
SC&H Financial Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $753.8M, spread across 160 disclosed positions.
What are SC&H Financial Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, SC&H Financial Advisors, Inc.'s top holdings by market value are:
1. Dimensional US Core Equity 2 (DFAC) — $98.8M (13.1%)
2. Avantis U.s. Equity ETF (AVUS) — $82.4M (10.9%)
3. Dimensional US Core Equity M (DFAU) — $45.7M (6.1%)
4. Dimensional International Co (DFAI) — $39.3M (5.2%)
5. Dimensional US Eq Mkt ETF (DFUS) — $37.6M (5.0%)
What changes did SC&H Financial Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, SC&H Financial Advisors, Inc. made 120 notable position adjustments: 7 new positions were initiated, 80 existing holdings were added to, 31 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Fidelity Crypto Indu & Dgtl (FDIG); New buy: Cisco Systems Inc (CSCO); Sold out: Constellation Energy (CEG); New buy: T Rowe Price Group Inc (TROW); New buy: Ishares S&p Mid-cap 400 Grow (IJK)
What sectors does SC&H Financial Advisors, Inc. focus on?
SC&H Financial Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 42.5%
• Financials: 15.3%
• Communication Services: 13.0%
• Consumer Staples: 7.8%
• Consumer Discretionary: 6.8%
• Health Care: 6.0%
Investment Profile
SC&H Financial Advisors, Inc. returned an annualized 18.6% over the trailing 36 months — outperforming the S&P 500 by 1.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.83 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 42.5% of the portfolio concentrated in Information Technology.
It has added to its AVUS position over the past two quarters (+$12.2M, now $82.4M), while trimming MSFT over the same stretch (-$1.9M, still holding $5.8M).
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Developer Access
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