SC&H Financial Advisors, Inc.

CIK 0001907898 · HUNT VALLEY, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

SC&H Financial Advisors, Inc. reported 160 positions worth $753.8M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: DFAC (13.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$753.8M
2026 Q2
Positions
160
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.8%
Est. Net Flow (Q)
2026 Q2
10 / 160 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$98.8M13.11%2,228,328
2AVUSAMERICAN CENTY ETF TRSH$82.4M10.93%643,544
3DFAUDIMENSIONAL ETF TRUSTSH$45.7M6.06%883,580
4DFAIDIMENSIONAL ETF TRUSTSH$39.3M5.21%952,732
5DFUSDIMENSIONAL ETF TRUSTSH$37.6M4.99%459,468
6DFICDIMENSIONAL ETF TRUSTSH$37.6M4.99%1,008,819
7DCORDIMENSIONAL ETF TRUSTSH$37.1M4.92%452,203
8DUSBDIMENSIONAL ETF TRUSTSH$32.8M4.35%645,927
9AVEMAMERICAN CENTY ETF TRSH$32.0M4.25%332,081
10AVDEAMERICAN CENTY ETF TRSH$29.6M3.93%332,244

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SC&H Financial Advisors, Inc. hold as of Q2 2026?

SC&H Financial Advisors, Inc. reported 160 positions worth $753.8M in its Q2 2026 13F filing. Largest positions: DFAC (13.1%), AVUS (10.9%), DFAU (6.1%), DFAI (5.2%) and DFUS (5.0%).

What did SC&H Financial Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SC&H Financial Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.