Q3 2026 13F · SEC CIK 1907898

SC&H Financial Advisors, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $722.2M
Reported positions: 158
Top holdings a year, 3 yrs: +17.9%
Assets under management: $1.2B

SC&H Financial Advisors, Inc. is a wealth manager that reported 158 positions worth $722.2M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Dimensional ETF Trust (DFAC, 13.9%), Avantis U.S. Equity ETF (AVUS, 11.6%), Dimensional ETF Trust (DFAU, 6.6%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

SC&H Financial Advisors, Inc. holdings largest 50 of 158 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SC&H Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	13.9%	13.1%	2,262,631	+1.5%	$100.6M
AVUSAvantis U.S. Equity ETF	11.6%	10.9%	652,755	+1.4%	$83.6M
DFAUDimensional ETF Trust	6.6%	6.1%	913,483	+3.4%	$47.8M
DFAIDimensional ETF Trust	5.5%	5.2%	958,273	+0.6%	$39.7M
DFUSDimensional ETF Trust	5.4%	5.0%	469,767	+2.2%	$39.0M
DFICDimensional ETF Trust	5.3%	5.0%	1,027,001	+1.8%	$38.6M
DUSBDimensional Ultrashort Fixed Income ETF	4.9%	4.4%	698,875	+8.2%	$35.3M
AVEMAmerican Centy ETF Tr	4.4%	4.3%	335,603	+1.1%	$31.6M
AVDEAvantis International Equity ETF	4.1%	3.9%	329,378	-0.9%	$29.7M
DFSDDimensional Short-Duration Fixed Income	3.6%	3.3%	563,845	+6.7%	$26.2M
DFAEDimensional ETF Trust	2.4%	2.3%	441,153	+0.6%	$17.3M
AAPLApple Inc	1.8%	1.5%	39,843	-0.5%	$13.3M
VVVanguard Index Fds	1.6%	1.5%	32,365	+0.0%	$11.4M
IVVIshares Tr	1.5%	1.5%	14,541	-5.7%	$11.1M
DFCFDimensional ETF Trust	1.5%	1.4%	275,940	+9.8%	$11.1M
IEFAIshares Tr	1.5%	1.4%	111,546	-0.2%	$10.8M
DFEMDimensional ETF Trust	1.4%	1.4%	260,519	+2.0%	$10.3M
MSFTMicrosoft Corp	1.1%	0.8%	15,498	-0.3%	$7.9M
DFAXDimensional ETF Trust	1.1%	1.1%	208,399	-9.2%	$7.7M
DFATDimensional ETF Trust	0.7%	0.7%	74,087	-0.7%	$4.9M
DFASDimensional ETF Trust	0.7%	0.7%	63,072	+2.5%	$4.9M
AVUVAmerican Centy ETF Tr	0.7%	0.7%	40,446	-1.1%	$4.8M
VTIVanguard Index Fds	0.6%	0.6%	12,181	-6.8%	$4.6M
DFAWDimensional ETF Trust	0.6%	0.6%	53,408	+4.5%	$4.4M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	5,699	-8.5%	$4.3M
GOOGLAlphabet Inc	0.6%	0.6%	12,182	-0.2%	$4.2M
ITOTIshares Tr	0.5%	0.5%	21,363	-1.6%	$3.6M
AVIGAmerican Centy ETF Tr	0.5%	0.5%	87,840	+0.0%	$3.5M
AGGIshares Tr	0.5%	0.4%	34,813	+11.1%	$3.3M
AVGEAmerican Centy ETF Tr	0.4%	0.4%	32,228	-0.1%	$3.2M
LRCXLam Research Corp	0.4%	0.5%	9,439	+0.0%	$3.1M
REETIshares Tr	0.4%	0.4%	111,670	+1.6%	$2.9M
GOOGAlphabet Inc	0.4%	0.4%	8,053	+0.2%	$2.7M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.3%	5,125	+0.0%	$2.6M
COSTCostco Wholesale Corporation	0.3%	0.3%	2,664	+0.0%	$2.4M
VVisa Inc	0.3%	0.3%	6,649	-0.1%	$2.4M
JPMJpmorgan Chase & Co	0.3%	0.3%	7,007	+0.1%	$2.3M
AVLVAmerican Centy ETF Tr	0.3%	0.3%	25,073	+0.2%	$2.3M
IWBIshares Tr	0.3%	0.3%	5,282	+0.0%	$2.2M
DFLVDimensional ETF Trust	0.3%	0.3%	54,518	-1.8%	$2.2M
VCITVanguard Scottsdale Fds	0.3%	0.3%	27,711	-0.4%	$2.2M
VIGVanguard Specialized Funds	0.3%	0.3%	9,095	-4.2%	$2.1M
AMZNAmazon Com Inc	0.3%	—	8,421	—	$2.1M
DFGRDimensional ETF Trust	0.3%	0.3%	77,021	+9.7%	$2.1M
DIHPDimensional International High Profitabi	0.3%	0.3%	60,652	+0.1%	$2.0M
VTVanguard Intl Equity Index F	0.3%	0.3%	12,863	-16.4%	$2.0M
IEMGIshares Inc	0.3%	0.3%	24,864	-3.4%	$2.0M
BSVVanguard Bd Index Fds	0.3%	0.2%	24,238	+0.5%	$1.9M
VBRVanguard Index Fds	0.3%	0.3%	7,978	+0.1%	$1.8M
AVDVAmerican Centy ETF Tr	0.3%	—	16,816	—	$1.8M

What SC&H Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.4% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +10.9% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$722.2M	158
Q2 2026	$753.8M	160
Q1 2026	$663.2M	155
Q4 2025	$646.4M	159
Q3 2025	$613.4M	147
Q2 2025	$585.6M	156
Q1 2025	$508.3M	151
Q4 2024	$484.1M	148
Q3 2024	$457.7M	153
Q2 2024	$408.0M	144
Q1 2024	$384.1M	143
Q4 2023	$346.8M	138

Questions about SC&H Financial Advisors, Inc.'s portfolio

What stocks does SC&H Financial Advisors, Inc. own?

SC&H Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 158 positions worth $722.2M. The largest are Dimensional ETF Trust (DFAC) at 13.9%, Avantis U.S. Equity ETF (AVUS) at 11.6%, Dimensional ETF Trust (DFAU) at 6.6%, Dimensional ETF Trust (DFAI) at 5.5% and Dimensional ETF Trust (DFUS) at 5.4%.

What did SC&H Financial Advisors, Inc. buy last quarter?

In Q3 2026, SC&H Financial Advisors, Inc. added Ishares Tr (AGG) (+11.1% shares), Dimensional ETF Trust (DFCF) (+9.8% shares) and Dimensional ETF Trust (DFGR) (+9.7% shares), compared with its Q2 2026 filing.

What did SC&H Financial Advisors, Inc. sell last quarter?

In Q3 2026, SC&H Financial Advisors, Inc. cut from its top 50 Dimensional US Core Equity 1 ETF (DCOR), cut from its top 50 Dimensional US Small Cap (DFSV), Vanguard Intl Equity Index F (VT) (-16.4% shares), Dimensional ETF Trust (DFAX) (-9.2% shares) and State Str Spdr S&p 500 ETF T (SPY) (-8.5% shares), compared with its Q2 2026 filing.

How has SC&H Financial Advisors, Inc.'s portfolio performed?

A portfolio copying SC&H Financial Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.4% against +20.1%. Over 5 years: +10.9% a year against +13.0%.

When is SC&H Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. SC&H Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does SC&H Financial Advisors, Inc. manage?

SC&H Financial Advisors, Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $722.2M.