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CIK: 0001907898
Total reported value
$722.2M
$722.2M
160 檔
42.1%
According to the latest 13F quarterly dataset, SC&H Financial Advisors, Inc. managed an equity portfolio of $722.2M at the end of Q2 2026, spanning 160 distinct U.S. exchange-listed positions.
In Q2 2026, SC&H Financial Advisors, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 80 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 13.11% | +0.82% | +2.03% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.93% | +0.65% | +1.22% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.06% | +0.56% | +1.18% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.21% | +0.29% | +2.21% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.99% | +0.41% | +1.17% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 4.99% | +0.36% | +4.67% | |
| 7 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 4.92% | -4.92% | EXIT | |
| 8 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 4.35% | +0.54% | +6.35% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.25% | +0.12% | +3.73% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 3.93% | +0.18% | +0.46% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 3.35% | +0.28% | +9.17% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.34% | +0.06% | +4.10% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.30% | -0.47% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.01% | -4.50% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.48% | +0.10% | -1.66% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.43% | +0.07% | -3.84% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.41% | +0.12% | +10.43% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.38% | +0.05% | +2.52% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.12% | -0.05% | +2.33% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.33% | -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% | -0.02% | +0.72% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.67% | +0.01% | +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% | -0.02% | +0.61% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | -0.45% | |
| 27 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.56% | +0.05% | +4.01% | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | -0.11% | +0.02% | |
| 29 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.48% | — | +0.54% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | +0.02% | +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% | +0.05% | -6.76% | |
| 33 | REET | Ishares Global Reit ETF | ETF-Other | 0.40% | — | +0.21% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | — | +0.07% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.01% | +0.29% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | +0.01% | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.32% | -0.04% | +1.04% | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.31% | -0.31% | EXIT | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.31% | -0.01% | -3.53% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.02% | +0.01% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | +0.03% | +0.26% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.30% | +0.01% | +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% | +0.01% | -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% | — | -10.52% | |
| 47 | DIHP | Dimensional International Hi | ETF-Other | 0.27% | +0.01% | +0.16% | |
| 48 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.27% | +0.02% | +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% | +0.01% | +0.53% |
According to official SEC Form 13F filings, SC&H Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $722.2M across 160 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVUS, DFAU) accounted for 42.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
FDIG
市值: $258.6K
Top Position Liquidated / Trimmed
CEG
前期市值: $245.6K
During Q2 2026, SC&H Financial Advisors, Inc.'s top holdings by market value included DFAC (13.1%)、AVUS (10.9%)、DFAU (6.1%). The largest single position, DFAC, represented 13.1% of total portfolio value.
In Q2 2026, SC&H Financial Advisors, Inc. made 120 total portfolio adjustments, initiating 7 new buys, adding to 80 positions, trimming 31 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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