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SC&H Financial Advisors, Inc. Portfolio
$722.2M across 158 positions as of 2026-09-30, with 65% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.8%
-1.7% a year vs the S&P 500
3 years
+16.8%
-4.5% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
8 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $100.6M | 13.9% | 2,262,631 |
| AVUSAvantis U.S. Equity ETF | $83.6M | 11.6% | 652,755 |
| DFAUDimensional US Core Equity Market ETF | $47.8M | 6.6% | 913,483 |
| DFAIDimensional International Core Equity Market ETF | $39.7M | 5.5% | 958,273 |
| DIMENSIONAL ETF TRUST | $39M | 5.4% | 469,767 |
| DIMENSIONAL ETF TRUST | $38.6M | 5.3% | 1,027,001 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $35.3M | 4.9% | 698,875 |
| AVEMAvantis Emerging Markets Equity ETF | $31.6M | 4.4% | 335,603 |
| AVDEAvantis International Equity ETF | $29.7M | 4.1% | 329,378 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $26.2M | 3.6% | 563,845 |
| DFAEDimensional Emerging Core Equity Market ETF | $17.3M | 2.4% | 441,153 |
| AAPLApple Inc | $13.3M | 1.8% | 39,843 |
| VVVanguard Large-Cap ETF | $11.4M | 1.6% | 32,365 |
| IVViShares Core S&P 500 ETF | $11.1M | 1.5% | 14,541 |
| DFCFDimensional Core Fixed Income ETF | $11.1M | 1.5% | 275,940 |
| IEFAiShares Core MSCI EAFE ETF | $10.8M | 1.5% | 111,546 |
| DIMENSIONAL ETF TRUST | $10.3M | 1.4% | 260,519 |
| MSFTMicrosoft Corp | $7.9M | 1.1% | 15,498 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $7.7M | 1.1% | 208,399 |
| DFATDimensional U.S. Targeted Value ETF | $4.9M | 0.7% | 74,087 |
| DIMENSIONAL ETF TRUST | $4.9M | 0.7% | 63,072 |
| AVUVAvantis U.S. Small Cap Value ETF | $4.8M | 0.7% | 40,446 |
| VTIVanguard Total Stock Market ETF | $4.6M | 0.6% | 12,181 |
| DIMENSIONAL ETF TRUST | $4.4M | 0.6% | 53,408 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.3M | 0.6% | 5,699 |
| GOOGLAlphabet Inc | $4.2M | 0.6% | 12,182 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $3.6M | 0.5% | 21,363 |
| AVIGAvantis Core Fixed Income ETF | $3.5M | 0.5% | 87,840 |
| AGGiShares Core U.S. Aggregate Bond ETF | $3.3M | 0.5% | 34,813 |
| AMERICAN CENTY ETF TR | $3.2M | 0.4% | 32,228 |
| LRCXLam Research Corp | $3.1M | 0.4% | 9,439 |
| REETiShares Trust iShares Global REIT ETF | $2.9M | 0.4% | 111,670 |
| GOOGAlphabet Inc | $2.7M | 0.4% | 8,053 |
| BRK.BBerkshire Hathaway Inc | $2.6M | 0.4% | 5,125 |
| COSTCostco Wholesale Corp | $2.4M | 0.3% | 2,664 |
| VVisa Inc | $2.4M | 0.3% | 6,649 |
| JPMJPMorgan Chase & Co | $2.3M | 0.3% | 7,007 |
| AVLVAvantis U.S. Large Cap Value ETF | $2.3M | 0.3% | 25,073 |
| IWBiShares Russell 1000 ETF | $2.2M | 0.3% | 5,282 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $2.2M | 0.3% | 54,518 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $2.2M | 0.3% | 27,711 |
| VIGVanguard Div Appreciation ETF | $2.1M | 0.3% | 9,095 |
| AMZNAmazon.com Inc | $2.1M | 0.3% | 8,421 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $2.1M | 0.3% | 77,021 |
| DIMENSIONAL ETF TRUST | $2M | 0.3% | 60,652 |
| VTVanguard Total World Stock Index ETF | $2M | 0.3% | 12,863 |
| IEMGiShares Core MSCI Emerging Markets ETF | $2M | 0.3% | 24,864 |
| BSVVanguard Short-Term Bond ETF | $1.9M | 0.3% | 24,238 |
| VBRVanguard Small-Cap Value ETF | $1.8M | 0.3% | 7,978 |
| AVDVAvantis International Small Cap Value ETF | $1.8M | 0.3% | 16,816 |
| VOEVanguard Mid-Cap Value ETF | $1.7M | 0.2% | 8,884 |
| NVDANVIDIA Corp | $1.6M | 0.2% | 6,946 |
| VXUSVanguard Total International Stock ETF | $1.5M | 0.2% | 17,916 |
| MAMastercard Inc | $1.5M | 0.2% | 2,640 |
| METAMeta Platforms Inc | $1.5M | 0.2% | 2,003 |
| AVSFAvantis Short-Term Fixed Income ETF | $1.4M | 0.2% | 29,676 |
| QQQInvesco QQQ Trust, Series 1 | $1.3M | 0.2% | 1,776 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $1.3M | 0.2% | 33,827 |
| VBVanguard Small-Cap ETF | $1.3M | 0.2% | 4,409 |
| AVREAvantis Real Estate ETF | $1.2M | 0.2% | 26,740 |
| IXUSiShares Core MSCI Total International Stock ETF | $1.2M | 0.2% | 12,418 |
| VOTVanguard Mid-Cap Growth ETF | $1.1M | 0.1% | 3,707 |
| EFAiShares MSCI EAFE ETF | $1.1M | 0.1% | 10,337 |
| CINFCincinnati Financial Corp | $1.1M | 0.1% | 6,600 |
| VOVanguard Mid-Cap ETF | $1M | 0.1% | 13,334 |
| IJHiShares Core S&P Mid-Cap ETF | $990.6K | 0.1% | 13,768 |
| VXFVanguard Extended Market ETF | $958.9K | 0.1% | 4,140 |
| IWMiShares Russell 2000 Index Fund | $943.9K | 0.1% | 3,397 |
| IJRiShares Core S&P Small-Cap ETF | $913K | 0.1% | 6,711 |
| AVGOBroadcom Inc | $905.5K | 0.1% | 2,578 |
| VOOVanguard S&P 500 ETF | $890.7K | 0.1% | 1,271 |
| UNHUnitedHealth Group Inc | $888.5K | 0.1% | 2,421 |
| CTASCintas Corp | $884.1K | 0.1% | 4,533 |
| APHAmphenol Corp | $882.1K | 0.1% | 10,464 |
| SPLVInvesco S&P 500 Low Volatility ETF | $869K | 0.1% | 12,324 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.1% | 1 |
| TMOThermo Fisher Scientific Inc | $689.4K | 0.1% | 1,021 |
| PRFInvesco FTSE RAFI US 1000 ETF | $671K | 0.1% | 12,327 |
| PGProcter & Gamble Co | $615.1K | 0.1% | 4,234 |
| GLWCorning Inc | $578.2K | 0.1% | 3,760 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $571.5K | 0.1% | 13,201 |
| PAYXPaychex Inc | $571.4K | 0.1% | 5,802 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $570.7K | 0.1% | 3,935 |
| WMTWalmart Inc | $551.6K | 0.1% | 5,308 |
| PLDPrologis Inc | $546.9K | 0.1% | 4,212 |
| HDHome Depot Inc | $542.6K | 0.1% | 1,907 |
| VEAVanguard FTSE Developed Markets ETF | $540.4K | 0.1% | 7,653 |
| MCDMcDonald's Corp | $534K | 0.1% | 2,312 |
| SDYState Street SPDR S&P Dividend ETF | $511.3K | 0.1% | 3,491 |
| VGTVanguard Information Tech ETF | $496.6K | 0.1% | 3,952 |
| MTBM&T Bank Corp | $487.8K | 0.1% | 2,242 |
| VDEVanguard Energy ETF | $481.1K | 0.1% | 2,795 |
| JOHNSON CONTROLS INTERNATION | $470.4K | 0.1% | 3,165 |
| IWDiShares Russell 1000 Value ETF | $448.3K | 0.1% | 1,808 |
| VUGVanguard Growth ETF | $434K | 0.1% | 4,816 |
| JNJJohnson & Johnson | $418.4K | 0.1% | 1,580 |
| GSGoldman Sachs Group Inc | $417.6K | 0.1% | 464 |
| CATCaterpillar Inc | $411.4K | 0.1% | 507 |
| AEPAmerican Electric Power Company Inc | $409.6K | 0.1% | 3,452 |
| VONGVanguard Russell 1000 Growth ETF | $403.1K | 0.1% | 3,127 |
| LOWLowe's Companies Inc | $399.8K | 0.1% | 2,169 |
| VCSHVanguard Short-Term Corporate Bond ETF | $397.4K | 0.1% | 5,144 |
| XELXcel Energy Inc | $394.1K | 0.1% | 5,592 |
| FNDXSchwab Fundamental US Large Company Index ETF | $375.7K | 0.1% | 11,937 |
| FENIFidelity Enhanced International ETF | $373.6K | 0.1% | 9,360 |
| KOCoca-Cola Co | $371.4K | 0.1% | 4,315 |
| BACBank of America Corp | $364.7K | 0.1% | 6,700 |
| VLOValero Energy Corp | $364.4K | 0.1% | 940 |
| RSPInvesco S&P 500 Equal Weight ETF | $363.8K | 0.1% | 1,749 |
| DIMENSIONAL ETF TRUST | $359K | 0.0% | 9,190 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $355.5K | 0.0% | 7,524 |
| ABBVAbbVie Inc | $347.3K | 0.0% | 1,327 |
| MGKVanguard Mega Cap Growth ETF | $341K | 0.0% | 3,680 |
| IUSViShares Core S&P U.S. Value ETF | $340.4K | 0.0% | 3,087 |
| AWKAmerican Water Works Co Inc | $335.7K | 0.0% | 2,593 |
| PNCPNC Financial Services Group Inc | $328.4K | 0.0% | 1,477 |
| IUSBiShares Core Total USD Bond Market ETF | $317.1K | 0.0% | 7,192 |
| XLCThe Communication Services Select Sector SPDR Fund | $316.9K | 0.0% | 2,856 |
| MKCMcCormick & Company Inc | $312.4K | 0.0% | 6,732 |
| TROWT Rowe Price Group Inc | $306.6K | 0.0% | 2,947 |
| IYYISHARES TR | $303.3K | 0.0% | 1,636 |
| MTUMiShares MSCI USA Momentum Factor ETF | $298.8K | 0.0% | 942 |
| AIZAssurant Inc | $292.5K | 0.0% | 1,110 |
| AVSCAvantis U.S Small Cap Equity ETF | $291.1K | 0.0% | 4,210 |
| BROOKFIELD INFRASTRUCTURE PA | $290.9K | 0.0% | 8,182 |
| HCAHCA Healthcare Inc | $288.3K | 0.0% | 676 |
| PHMPultegroup Inc | $287.8K | 0.0% | 2,480 |
| IWFiShares Russell 1000 Growth ETF | $282.5K | 0.0% | 2,255 |
| TXTTextron Inc | $281.3K | 0.0% | 3,692 |
| MDLZMondelez International Inc | $279K | 0.0% | 4,826 |
| ESEversource Energy | $273.6K | 0.0% | 4,264 |
| EWEdwards Lifesciences Corp | $272.9K | 0.0% | 3,162 |
| LLYEli Lilly and Co | $265.9K | 0.0% | 230 |
| NOCNorthrop Grumman Corp | $262.2K | 0.0% | 542 |
| SBUXStarbucks Corp | $261.9K | 0.0% | 2,787 |
| VBKVanguard Small-Cap Growth ETF | $261K | 0.0% | 773 |
| MTDMettler-toledo International Inc | $258.4K | 0.0% | 171 |
| MCCORMICK & CO INC | $257.7K | 0.0% | 5,376 |
| FIDELITY COVINGTON TRUST | $255.1K | 0.0% | 6,054 |
| VWOVanguard FTSE Emerging Markets ETF | $251.7K | 0.0% | 4,243 |
| ACWIiShares MSCI ACWI ETF | $248.2K | 0.0% | 1,563 |
| SYYSysco Corp | $240.2K | 0.0% | 3,081 |
| CSCOCisco Systems Inc | $236.2K | 0.0% | 2,195 |
| NNNNNN REIT Inc | $236K | 0.0% | 5,744 |
| MGVVanguard Mega Cap Value ETF | $233.3K | 0.0% | 1,448 |
| PLTRPalantir Technologies Inc | $224.5K | 0.0% | 1,200 |
| BXBlackstone Inc | $223.8K | 0.0% | 1,996 |
| MCKMcKesson Corp | $223.6K | 0.0% | 262 |
| ATOAtmos Energy Corp | $220.6K | 0.0% | 1,410 |
| ESGUiShares ESG Aware MSCI USA ETF | $220.4K | 0.0% | 1,321 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $214.8K | 0.0% | 1,960 |
| AMERICAN CENTY ETF TR | $213.2K | 0.0% | 2,362 |
| LINDE PLC | $209.9K | 0.0% | 442 |
| DHRDanaher Corp | $208.6K | 0.0% | 942 |
| TSLATesla Inc | $206.2K | 0.0% | 581 |
| DIMENSIONAL ETF TRUST | $205.4K | 0.0% | 3,734 |
| VNQVanguard Real Estate ETF | $201.7K | 0.0% | 2,250 |
| IBMInternational Business Machines Corp | $200.6K | 0.0% | 912 |
Quarter ending 2026-09-30.
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