Institutions / SC&H Financial Advisors, Inc.

SC&H Financial Advisors, Inc.

CIK 1907898 · Institution · as of Dec 31, 2025

Portfolio value

$646.36M

Positions

159

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 159 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$86.04M	2,173,247	13.3%
American Centy ETF Tr	—	$70.18M	627,798	10.9%
Dimensional ETF Trust	—	$39.44M	842,788	6.1%
Dimensional ETF Trust	—	$34.31M	900,258	5.3%
Dimensional ETF Trust	—	$32.51M	438,278	5.0%
Dimensional ETF Trust	—	$32.41M	940,566	5.0%
Dimensional ETF Trust	—	$29.77M	404,292	4.6%
American Centy ETF Tr	—	$27.32M	331,828	4.2%
Dimensional ETF Trust	—	$27.31M	539,150	4.2%
American Centy ETF Tr	—	$24.46M	317,635	3.8%
Dimensional ETF Trust	—	$20.40M	425,472	3.2%
Dimensional ETF Trust	—	$13.24M	406,509	2.0%
iShares Tr	—	$11.20M	16,345	1.7%
Apple Inc.	—	$11.00M	40,473	1.7%
iShares Tr	—	$10.65M	119,068	1.6%
Vanguard Index Fds	—	$8.45M	26,846	1.3%
Dimensional ETF Trust	—	$8.42M	197,721	1.3%
Dimensional ETF Trust	—	$7.99M	241,423	1.2%
Microsoft Corp	—	$7.74M	16,010	1.2%
Dimensional ETF Trust	—	$6.16M	188,224	1.0%
Dimensional ETF Trust	—	$4.54M	76,218	0.7%
Vanguard Index Fds	—	$4.40M	13,133	0.7%
SPDR S&P 500 ETF Tr	—	$4.22M	6,185	0.7%
American Centy ETF Tr	—	$4.19M	41,081	0.6%
Dimensional ETF Trust	—	$3.97M	56,928	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.