SF
SC&H Financial Advisors, Inc. SEC 13F Holdings (Q3 2026) — Top Position: DIMENSIONAL US CORE EQUITY 2
SC&H Financial Advisors, Inc.CIK: 0001907898
Diversified strategyMomentum followerSector-focused
Total reported value
$722.2M
Reporting period: 2026-09-30 · Number of holdings: 158
SC&H Financial Advisors, Inc. disclosed 158 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $722.2M and a quarterly turnover rate of 9.6%.
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Personality snowflake
- Concentration
- 22.5
- Portfolio Stability
- 9.59
- Momentum
- 100
- Sector conviction
- 75.66
- Diversification
- 100
- Sizing Uniformity
- 71.83
SC&H Financial Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.056 — mathematically equivalent to about 18 equally-sized positions, well below its 158 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 2.82), 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.govSold out DCOR
Add DFAC
+1.5% $1.7M
Add AVUS
+1.4% $1.2M
Add DFAU
+3.4% $2.2M
Add DUSB
+8.2% $2.5M
Add DFUS
+2.2% $1.4M
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 | 13.93% | +0.82% | +1.54% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 11.58% | +0.65% | +1.43% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.62% | +0.56% | +3.38% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.50% | +0.29% | +0.58% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.40% | +0.41% | +2.24% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.35% | +0.36% | +1.80% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.89% | +0.54% | +8.20% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.37% | +0.12% | +1.06% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 4.11% | +0.18% | -0.86% | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 3.63% | +0.28% | +6.67% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.40% | +0.06% | +0.60% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.30% | -0.48% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.58% | +0.10% | +0.05% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.01% | -5.71% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.53% | +0.12% | +9.80% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.50% | +0.07% | -0.24% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.43% | +0.05% | +2.03% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | +0.33% | -0.26% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.07% | -0.05% | -9.17% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 0.68% | -0.01% | -0.71% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.68% | +0.01% | +2.53% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.66% | -0.02% | -1.07% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.01% | -6.79% | |
| 24 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.61% | +0.05% | +4.46% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.02% | -8.46% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | -0.23% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.49% | +0.02% | -1.60% | |
| 28 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.48% | — | +0.00% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | +0.05% | +11.07% | |
| 30 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.44% | +0.02% | -0.06% | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | -0.11% | — | |
| 32 | REET | Ishares Global Reit ETF | ETF-Other | 0.40% | — | +1.63% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | — | +0.20% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | +0.01% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | +0.01% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | +0.03% | -0.08% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.02% | +0.14% | |
| 38 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.31% | +0.01% | +0.25% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | +0.01% | +0.04% | |
| 40 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | -1.76% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.30% | -0.01% | -0.42% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.01% | -4.15% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | +0.09% | +33.73% | |
| 44 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.29% | +0.02% | +9.68% | |
| 45 | DIHP | Dimensional International Hi | ETF-Other | 0.28% | +0.01% | +0.09% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.28% | -0.04% | -16.37% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | — | -3.40% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.26% | +0.01% | +0.54% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | — | +0.11% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.25% | +0.02% | +0.08% |
1–50 of 158
Portfolio Performance
Performance for Q4 2026
+0.8%
Performance Last 4 Quarters
+14.4%
- Stdev
- +10.7%
- Beta
- +0.83
- Alpha
- +1%
- Max Drawdown
- -5.4%
- Annualized Perf
- +20.7%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.91
- Stutzer
- +0.53
- Treynor
- +0.24
- Sterling
- +1.4
- Calmar
- +3.87
- Information Ratio
- -0.7
- Tracking Error
- +4.3%
- Stdev Down
- +5%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +30.7%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.75
- Sharpe
- +1.82
- Stdev Sectors
- +12.1%
- Skewness
- -0.11
- Kurtosis
- -0.01
- Upside Potential
- +5.33
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 158 | $722.2M | 10 | ||
| 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 2026-09-30: Sold out: Dimensional US Core Eq 1 ETF (DCOR); Sold out: Dimensional US Small Cap Val (DFSV); Sold out: Dimensional US High Profi Et (DUHP); Sold out: Dimensional US Real Est ETF (DFAR); New buy: Palantir Technologies Inc-a (PLTR).
1–50 of 164
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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $722.2M, spread across 158 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) — $100.6M (13.9%)
2. Avantis U.s. Equity ETF (AVUS) — $83.6M (11.6%)
3. Dimensional US Core Equity M (DFAU) — $47.8M (6.6%)
4. Dimensional International Co (DFAI) — $39.7M (5.5%)
5. Dimensional US Eq Mkt ETF (DFUS) — $39.0M (5.4%)
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 115 notable position adjustments: 4 new positions were initiated, 59 existing holdings were added to, 46 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Dimensional US Core Eq 1 ETF (DCOR); Sold out: Dimensional US Small Cap Val (DFSV); Sold out: Dimensional US High Profi Et (DUHP); Sold out: Dimensional US Real Est ETF (DFAR); New buy: Palantir Technologies Inc-a (PLTR)
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: 44.6%
• Financials: 14.6%
• Communication Services: 12.7%
• Consumer Staples: 7.3%
• Health Care: 6.5%
• Consumer Discretionary: 6.5%
Investment Profile
SC&H Financial Advisors, Inc. returned an annualized 20.7% over the trailing 36 months — outperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 44.6% of the portfolio concentrated in Information Technology.
It has added to its DFAC position over the past two quarters (+$15.7M, now $100.6M), while trimming COST over the same stretch (-$229.3K, still holding $2.4M).
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Developer Access
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