SF

SC&H Financial Advisors, Inc.

Diversified strategyMomentum followerLong-term holder

Total reported value

$663.2M

Reporting period: 2026-03-31 · Number of holdings: 155

SC&H Financial Advisors, Inc. disclosed 155 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $663.2M and a quarterly turnover rate of 5.8%.

Personality snowflake

Concentration
20.31
Portfolio Stability
5.84
Momentum/Contrarian
100
Sector conviction
78.59
Diversification
100
Sizing Uniformity
73.71

Recent moves

  • Trim DFAC

    +0.5%　-$1.2M

  • Add DUSB

    +12.6%　$3.5M

  • Add DFSD

    +13.8%　$2.8M

  • Trim MSFT

    -2.1%　-$1.9M

  • Add DFAX

    +19.1%　$1.5M

  • Trim AVUS

    +1.3%　$512.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other12.80%-0.51%+0.50%
2AVUSAvantis U.s. Equity ETFETF-Other10.66%-0.20%+1.27%
3DFAUDimensional US Core Equity METF-Other5.94%—+3.62%
4DFAIDimensional International CoETF-Other5.48%+0.17%+3.54%
5DFICDimensional International CoETF-Other5.16%+0.15%+2.47%
6DFUSDimensional US Eq Mkt ETFETF-Other4.86%-0.17%+3.62%
7DUSBDimension Ultrashort Fi ETFETF-Other4.64%+0.42%+12.65%
8DCORDimensional US Core Eq 1 ETFETF-Other4.61%—+4.86%
9AVDEAvantis International EquityETF-Other4.23%—-0.34%
10AVEMAvantis Emerging Markets EqETF-Emerging Markets3.89%+0.11%+0.79%
11DFSDDimensional Short DurationETF-Other3.50%+0.34%+13.80%
12DFAEDimensional Emerging Core EqETF-Emerging Markets2.15%+0.10%+3.63%
13IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.59%-0.14%-1.20%
14IEFAIshares Core Msci Eafe ETFETF-Other1.59%—-2.34%
15AAPLApple INCStock-Tech1.54%-0.16%-0.62%
16VVVanguard Large-cap ETFETF-Other1.48%+0.17%+22.53%
17DFCFDimensional Core Fixed INCETF-Other1.45%+0.15%+15.10%
18DFEMDimensional Emrg Mrkt CoreETF-Other1.30%+0.06%+3.17%
19DFAXDimensional World Ex US CoreETF-Other1.15%+0.20%+19.12%
20MSFTMicrosoft CORPStock-Tech0.88%-0.32%-2.06%
21DFATDimensional US Target ValueETF-Other0.70%—-2.13%
22AVUVAvantis US Small Cap ValueETF-Small Cap0.68%+0.03%-1.19%
23VTIVanguard Total Stock Mkt ETFETF-Other0.63%-0.05%-0.40%
24DFASDimensional US Small Cap ETFETF-Small Cap0.62%—+1.02%
25SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.61%-0.04%+0.05%
26AVIGAvantis Core Fixed IncomeETF-Other0.55%+0.07%+17.69%
27DFAWDimensional World Eqty ETFETF-Other0.55%+0.06%+14.89%
28GOOGLAlphabet Inc-cl AStock-Comm Services0.53%-0.05%+3.02%
29AGGIshares Core U.s. AggregateETF-Other0.50%+0.05%+16.50%
30ITOTIshares Core S&p Total U.s.ETF-Other0.47%-0.05%-3.24%
31REETIshares Global Reit ETFETF-Other0.42%—-4.47%
32AVGEAvantis All Eqty Mrkts ETFETF-Other0.40%+0.03%+8.99%
33COSTCostco Wholesale CORPStock-Consumer Staples0.40%+0.04%—
34BRK-BBerkshire Hathaway Inc-cl BStock-Other0.37%+0.17%+94.30%
35VCITVanguard Int-term CorporateETF-Corp Bonds0.36%—-0.39%
36GOOGAlphabet Inc-cl CStock-Comm Services0.35%-0.04%-0.42%
37DFSVDimensional US Small Cap ValETF-Small Cap0.32%+0.04%+10.98%
38VTVanguard Tot World Stk ETFETF-Other0.32%—-1.70%
39DFLVDim US Large Cap Value ETFETF-Large Cap & Growth0.31%+0.08%+31.76%
40JPMJpmorgan Chase & CoStock-Financials0.31%-0.04%+0.01%
41VIGVanguard Dividend Apprec ETFETF-Other0.31%—+0.05%
42LRCXLam Research CORPStock-Tech0.30%+0.05%+0.02%
43AVLVAvantis US Large Cap ValueETF-Large Cap & Growth0.30%+0.08%+31.23%
44IEMGIshares Core Msci EmergingETF-Emerging Markets0.30%—-0.17%
45VVisa Inc-class A SharesStock-Financials0.30%-0.03%+7.90%
46DIHPDimensional International HiETF-Other0.29%—+0.08%
47IWBIshares Russell 1000 ETFETF-Other0.28%—+0.04%
48BSVVanguard Short-term Bond ETFETF-Other0.28%—+0.42%
49DFGRDim Global Real Estate ETFETF-Other0.27%—+3.14%
50NVDANvidia CORPStock-Tech0.26%—+14.69%
1–50 of 155

Holding changes this quarter

SC&H Financial Advisors, Inc.'s most significant position changes for 2026-03-31: Sold out: Adobe INC (ADBE); Sold out: Accenture plc (ACN); Sold out: Fidelity Crypto Indu & Dgtl (FDIG); New buy: Valero Energy CORP (VLO); Sold out: Arthur J Gallagher & Co (AJG).

Position changes disclosed by SC&H Financial Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DUSBDimension Ultrashort Fi ETF+0.4%+12.65%Add
2DFSDDimensional Short Duration+0.3%+13.80%Add
3DFAXDimensional World Ex US Core+0.2%+19.12%Add
4DFAIDimensional International Co+0.2%+3.54%Add
5VVVanguard Large-cap ETF+0.2%+22.53%Add
6BRK-BBerkshire Hathaway Inc-cl B+0.2%+94.30%Add
7DFICDimensional International Co+0.2%+2.47%Add
8DFCFDimensional Core Fixed INC+0.2%+15.10%Add
9AVEMAvantis Emerging Markets Eq+0.1%+0.79%Add
10DFAEDimensional Emerging Core Eq+0.1%+3.63%Add
11AVLVAvantis US Large Cap Value+0.1%+31.23%Add
12DFLVDim US Large Cap Value ETF+0.1%+31.76%Add
13AVIGAvantis Core Fixed Income+0.1%+17.69%Add
14DFEMDimensional Emrg Mrkt Core+0.1%+3.17%Add
15DFAWDimensional World Eqty ETF+0.1%+14.89%Add
16AVSFAvantis Short-term Fixed INC+0.1%+47.71%Add
17AGGIshares Core U.s. Aggregate+0.1%+16.50%Add
18LRCXLam Research CORP+0.1%+0.02%Add
19COSTCostco Wholesale CORP0%—Unchanged
20DFSVDimensional US Small Cap Val0%+10.98%Add
21AVUVAvantis US Small Cap Value0%-1.19%Trim
22AVGEAvantis All Eqty Mrkts ETF0%+8.99%Add
23GLWCorning INC0%+0.53%Add
24AMZNAmazon.com INC0%+21.38%Add
25DCORDimensional US Core Eq 1 ETF—+4.86%Add
26AVDEAvantis International Equity—-0.34%Trim
27UNHUnitedhealth Group INC0%+0.08%Add
28METAMeta Platforms Inc-class A0%+0.30%Add
29VVisa Inc-class A Shares0%+7.90%Add
30GOOGAlphabet Inc-cl C0%-0.42%Trim
31JPMJpmorgan Chase & Co0%+0.01%Add
32SPYSs Spdr S&p 500 ETF Trust-us0%+0.05%Add
33MAMastercard INC - A0%—Unchanged
34ITOTIshares Core S&p Total U.s.-0.1%-3.24%Trim
35VTIVanguard Total Stock Mkt ETF-0.1%-0.40%Trim
36GOOGLAlphabet Inc-cl A-0.1%+3.02%Add
37IVVIshares Core S&p 500 ETF-0.1%-1.20%Trim
38AAPLApple INC-0.2%-0.62%Trim
39DFUSDimensional US Eq Mkt ETF-0.2%+3.62%Add
40AVUSAvantis U.s. Equity ETF-0.2%+1.27%Add
41MSFTMicrosoft CORP-0.3%-2.06%Trim
42DFACDimensional US Core Equity 2-0.5%+0.50%Add
43ADBEAdobe INC—EXITSold out
44ACNAccenture plc—EXITSold out
45FDIGFidelity Crypto Indu & Dgtl—EXITSold out
46VLOValero Energy CORP—NEWNew buy
47AJGArthur J Gallagher & Co—EXITSold out
48LINLinde plc—NEWNew buy
49TROWT Rowe Price Group INC—EXITSold out
50DHRDanaher CORP—EXITSold out

FAQ

What is SC&H Financial Advisors, Inc. and what type of investor is it?
SC&H Financial Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $663.2M, spread across 155 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) — $84.9M (12.8%) 2. Avantis U.s. Equity ETF (AVUS) — $70.7M (10.7%) 3. Dimensional US Core Equity M (DFAU) — $39.4M (5.9%) 4. Dimensional International Co (DFAI) — $36.3M (5.5%) 5. Dimensional International Co (DFIC) — $34.2M (5.2%)
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 48 notable position adjustments: 2 new positions were initiated, 32 existing holdings were added to, 8 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Adobe INC (ADBE); Sold out: Accenture plc (ACN); Sold out: Fidelity Crypto Indu & Dgtl (FDIG); New buy: Valero Energy CORP (VLO); Sold out: Arthur J Gallagher & Co (AJG)
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: 43.7% • Financials: 17.9% • Communication Services: 14.6% • Consumer Staples: 9.0% • Consumer Discretionary: 8.3% • Health Care: 5.3%