SC&H Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, SC&H Financial Advisors, Inc. held in its portfolio 159 assets valued at $646,357,650 (i.e. $646.36M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($86.04M), AMERICAN CENTY ETF TR ($70.18M), and DIMENSIONAL ETF TRUST ($39.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 159 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SC&H Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2173247 | 86038846 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 627798 | 70175310 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 842788 | 39442499 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 900258 | 34308843 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 438278 | 32507089 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 940566 | 32411912 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 404292 | 29768004 | US CORE EQUITY 1 |
| AMERICAN CENTY ETF TR | 331828 | 27316116 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 539150 | 27307938 | ULTRASHORT FIXED |
| AMERICAN CENTY ETF TR | 317635 | 24464271 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 425472 | 20401369 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 406509 | 13239985 | EMGR CRE EQT MNG |
| ISHARES TR | 16345 | 11195035 | CORE S&P500 ETF |
| APPLE INC | 40473 | 11002857 | COM |
| ISHARES TR | 119068 | 10651819 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 26846 | 8451118 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 197721 | 8415018 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 241423 | 7986284 | EMERGING MKTS CO |
| MICROSOFT CORP | 16010 | 7742828 | COM |
| DIMENSIONAL ETF TRUST | 188224 | 6160582 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 76218 | 4538039 | US TARGETED VLU |
| VANGUARD INDEX FDS | 13133 | 4402948 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 6185 | 4217844 | TR UNIT |
| AMERICAN CENTY ETF TR | 41081 | 4189453 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 56928 | 3966193 | US SMALL CAP ETF |
| ALPHABET INC | 11905 | 3726109 | CAP STK CL A |
| ISHARES TR | 22389 | 3328948 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 42787 | 3165408 | WORLD EQUITY ETF |
| AMERICAN CENTY ETF TR | 74233 | 3112082 | AVANTIS CORE FI |
| ISHARES TR | 28855 | 2881990 | CORE US AGGBD ET |
| ISHARES TR | 114781 | 2863796 | GLOBAL REIT ETF |
| ALPHABET INC | 8065 | 2530867 | CAP STK CL C |
| VANGUARD SCOTTSDALE FDS | 28956 | 2425076 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 27695 | 2379272 | AVANTIS ALL EQT |
| COSTCO WHSL CORP NEW | 2664 | 2297237 | COM |
| JPMORGAN CHASE & CO. | 6995 | 2253815 | COM |
| VANGUARD INTL EQUITY INDEX F | 15486 | 2184447 | TT WRLD ST ETF |
| VISA INC | 6151 | 2157357 | COM CL A |
| VANGUARD SPECIALIZED FUNDS | 9479 | 2083267 | DIV APP ETF |
| ISHARES TR | 5276 | 1970236 | RUS 1000 ETF |
| ISHARES INC | 28813 | 1936803 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 60454 | 1914289 | INTL HIGH PROFIT |
| VANGUARD BD INDEX FDS | 23881 | 1882088 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 54479 | 1791819 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 65321 | 1725769 | GLOBAL REAL EST |
| VANGUARD INDEX FDS | 7949 | 1683510 | SM CP VAL ETF |
| NVIDIA CORPORATION | 8786 | 1638665 | COM |
| AMERICAN CENTY ETF TR | 17386 | 1633743 | INTL SMCP VLU |
| LAM RESEARCH CORP | 9435 | 1615130 | COM NEW |
| VANGUARD INDEX FDS | 8931 | 1584141 | MCAP VL IDXVIP |
| MASTERCARD INCORPORATED | 2713 | 1548594 | CL A |
| AMAZON COM INC | 6559 | 1513935 | COM |
| DIMENSIONAL ETF TRUST | 44200 | 1512080 | US LARGE CAP VAL |
| AMERICAN CENTY ETF TR | 18999 | 1439528 | US LARGE CAP VLU |
| BERKSHIRE HATHAWAY INC DEL | 2630 | 1322017 | CL B NEW |
| META PLATFORMS INC | 2002 | 1321819 | CL A |
| AMERICAN CENTY ETF TR | 29338 | 1277078 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 4867 | 1255356 | SMALL CP ETF |
| VANGUARD STAR FDS | 15565 | 1174193 | VG TL INTL STK F |
| WISDOMTREE TR | 34675 | 1159894 | US SMALLCAP DIVD |
| CINCINNATI FINL CORP | 6600 | 1077903 | COM |
| ISHARES TR | 12392 | 1048840 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 3751 | 1046965 | MCAP GR IDXVIP |
| INVESCO QQQ TR | 1694 | 1040572 | UNIT SER 1 |
| ISHARES TR | 10620 | 1019883 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 3388 | 983311 | MID CAP ETF |
| INVESCO EXCH TRADED FD TR II | 13748 | 981883 | S&P500 LOW VOL |
| BROADCOM INC | 2802 | 969608 | COM |
| AMERICAN CENTY ETF TR | 19513 | 918765 | AVANTIS SHFXDINC |
| ISHARES TR | 13727 | 905983 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 4237 | 886006 | EXTEND MKT ETF |
| CINTAS CORP | 4616 | 868202 | COM |
| ISHARES TR | 7031 | 845042 | CORE S&P SCP ETF |
| ISHARES TR | 3419 | 841670 | RUSSELL 2000 ETF |
| SPDR SERIES TRUST | 5898 | 820790 | STATE STREET SPD |
| UNITEDHEALTH GROUP INC | 2415 | 797117 | COM |
| VANGUARD INDEX FDS | 1241 | 778398 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| DIMENSIONAL ETF TRUST | 19365 | 736447 | US HIGH PROFITAB |
| MCDONALDS CORP | 2312 | 706742 | COM |
| AMPHENOL CORP NEW | 5220 | 705431 | CL A |
| WALMART INC | 6253 | 696672 | COM |
| PROCTER AND GAMBLE CO | 4737 | 678834 | COM |
| INVESCO EXCHANGE TRADED FD T | 14414 | 676312 | RAFI US 1000 ETF |
| HOME DEPOT INC | 1907 | 656204 | COM |
| PAYCHEX INC | 5802 | 650813 | COM |
| LOWES COS INC | 2520 | 607758 | COM |
| THERMO FISHER SCIENTIFIC INC | 1021 | 591797 | COM |
| PROLOGIS INC. | 4212 | 537746 | COM |
| MCCORMICK & CO INC | 7737 | 526967 | COM NON VTG |
| GOLDMAN SACHS ETF TR | 3935 | 520876 | ACTIVEBETA US LG |
| DIMENSIONAL ETF TRUST | 13497 | 512886 | INTL SMALL CAP V |
| VANGUARD TAX-MANAGED FDS | 7624 | 476266 | VAN FTSE DEV MKT |
| ISHARES TR | 2148 | 451903 | RUS 1000 VAL ETF |
| M & T BK CORP | 2242 | 451654 | COM |
| VANGUARD WORLD FD | 568 | 428233 | INF TECH ETF |
| XCEL ENERGY INC | 5592 | 413014 | COM |
| VANGUARD SCOTTSDALE FDS | 5144 | 410131 | SHRT TRM CORP BD |
| GOLDMAN SACHS GROUP INC | 463 | 407271 | COM |
| BANK AMERICA CORP | 7349 | 404184 | COM |
| AMERICAN ELEC PWR CO INC | 3416 | 393905 | COM |
| VANGUARD INDEX FDS | 802 | 391205 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 3127 | 380682 | VNG RUS1000GRW |
| JOHNSON CTLS INTL PLC | 3136 | 375536 | SHS |
| DIMENSIONAL ETF TRUST | 8933 | 371198 | INFLATION PROTE |
| MCCORMICK & CO INC | 5376 | 365622 | COM VTG |
| VANGUARD WORLD FD | 2860 | 360095 | ENERGY ETF |
| ISHARES TR | 7384 | 359974 | CORE 1 5 YR USD |
| ISHARES TR | 7727 | 359608 | CORE UNIVRSL USD |
| FIDELITY COVINGTON TRUST | 9260 | 338736 | ENHANCED INTL |
| AMERICAN WTR WKS CO INC NEW | 2593 | 338418 | COM |
| VANGUARD WORLD FD | 815 | 336408 | MEGA GRWTH IND |
| SELECT SECTOR SPDR TR | 2855 | 336054 | STATE STREET COM |
| INVESCO EXCHANGE TRADED FD T | 1749 | 335038 | S&P500 EQL WGT |
| CORNING INC | 3789 | 331804 | COM |
| JOHNSON & JOHNSON | 1578 | 326527 | COM |
| INTERNATIONAL BUSINESS MACHS | 1088 | 322192 | COM |
| TEXTRON INC | 3689 | 321596 | COM |
| SCHWAB STRATEGIC TR | 11799 | 321062 | FUNDAMENTAL US L |
| ISHARES TR | 3095 | 317372 | CORE S&P US VLU |
| HCA HEALTHCARE INC | 676 | 315449 | COM |
| BLACKSTONE INC | 2037 | 313933 | COM |
| CONSTELLATION ENERGY CORP | 879 | 310667 | COM |
| NORTHROP GRUMMAN CORP | 541 | 308622 | COM |
| EVERSOURCE ENERGY | 4515 | 303988 | COM |
| ABBVIE INC | 1327 | 303096 | COM |
| COCA COLA CO | 4270 | 298504 | COM |
| PULTE GROUP INC | 2480 | 290805 | COM |
| CATERPILLAR INC | 507 | 290486 | COM |
| BROOKFIELD INFRAST PARTNERS | 8182 | 284228 | LP INT UNIT |
| ELI LILLY & CO | 263 | 282825 | COM |
| ISHARES TR | 1636 | 271265 | DOW JONES US ETF |
| EDWARDS LIFESCIENCES CORP | 3162 | 269561 | COM |
| ASSURANT INC | 1110 | 267344 | COM |
| ISHARES TR | 563 | 266284 | RUS 1000 GRW ETF |
| AMERICAN CENTY ETF TR | 4533 | 266247 | AVANTIS US SMALL |
| ADOBE INC | 758 | 265292 | COM |
| ACCENTURE PLC IRELAND | 975 | 261593 | SHS CLASS A |
| PNC FINL SVCS GROUP INC | 1173 | 244780 | COM |
| VANGUARD INDEX FDS | 2764 | 244595 | REAL ESTATE ETF |
| ATMOS ENERGY CORP | 1455 | 243902 | COM |
| METTLER TOLEDO INTERNATIONAL | 171 | 238406 | COM |
| TESLA INC | 524 | 235756 | COM |
| ISHARES TR | 939 | 235115 | MSCI USA MMENTM |
| STARBUCKS CORP | 2787 | 234694 | COM |
| VANGUARD INDEX FDS | 772 | 233336 | SML CP GRW ETF |
| FIDELITY COVINGTON TRUST | 6040 | 232722 | CRYPTO IND & DIG |
| VANGUARD INTL EQUITY INDEX F | 4294 | 230858 | FTSE EMR MKT ETF |
| NNN REIT INC | 5744 | 227635 | COM |
| SYSCO CORP | 3081 | 227050 | COM |
| GALLAGHER ARTHUR J & CO | 862 | 223077 | COM |
| ISHARES TR | 1563 | 221197 | MSCI ACWI ETF |
| DIMENSIONAL ETF TRUST | 9646 | 220916 | US REAL ESTATE E |
| TJX COS INC NEW | 1419 | 217968 | COM |
| ZOETIS INC | 1719 | 216304 | CL A |
| PRICE T ROWE GROUP INC | 2105 | 215533 | COM |
| DANAHER CORPORATION | 941 | 215428 | COM |
| MONDELEZ INTL INC | 3981 | 214320 | CL A |
| VANGUARD WORLD FD | 1448 | 204400 | MEGA CAP VAL ETF |
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