Sc&H Financial Advisors, Inc. Portfolio Holdings

Sc&H Financial Advisors, Inc.

$548 Million
Q3 2025

Sc&H Financial Advisors, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $548 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $82M, American Centy ETF Tr Avantis with a value of $69.3M, Dimensional ETF Tr with a value of $37.2M, Dimensional ETF Tr U S Equity with a value of $31.2M, and Dimensional ETF Tr with a value of $31M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $524M to 548M.

Sc&H Financial Advisors, Inc. is based out at Sparks, MD

Below you can find more details about Sc&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $548 Million

ETFs: $480 Million

Technology: $21.9 Million

Financial Services: $11.1 Million

Communication Services: $6.82 Million

Consumer Defensive: $5.43 Million

Consumer Cyclical: $3.92 Million

Healthcare: $3.36 Million

Utilities: $2.57 Million

Other: $3.12 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$82 Million 14.97% of portfolio	2,125,703	Q3 2025 Reduced 0.01%
AVUS American Centy ETF Tr Avantis ETFs	$0	$69.3 Million 12.66% of portfolio	637,933	Q3 2025 Reduced 5.56%
DFAU Dimensional ETF Tr ETFs	$0	$37.2 Million 6.8% of portfolio	813,543	Q3 2025 Added 0.13%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$31.2 Million 5.7% of portfolio	430,716	Q3 2025 Added 4.46%
DFAI Dimensional ETF Tr ETFs	$0	$31 Million 5.66% of portfolio	853,261	Q3 2025 Added 4.35%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$29.9 Million 5.46% of portfolio	912,047	Q3 2025 Added 3.28%
AVDE American Centy ETF Tr Avantis ETFs	$0	$27 Million 4.93% of portfolio	341,897	Q3 2025 Reduced 4.53%
AVEM American Centy ETF Tr Avantis ETFs	$0	$23.6 Million 4.31% of portfolio	314,435	Q3 2025 Added 0.44%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$15.3 Million 2.79% of portfolio	317,094	Q3 2025 Added 12.99%
DFAE Dimensional ETF Tr ETFs	$0	$12.6 Million 2.29% of portfolio	398,056	Q3 2025 Added 5.28%
IVV Ishares Core S&P 500 ETF ETFs	$0	$11.6 Million 2.11% of portfolio	17,269	Q3 2025 Reduced 8.97%
VV Vanguard Large Cap ETF ETFs	$0	$10.7 Million 1.96% of portfolio	34,898	Q3 2025 Reduced 21.91%
IEFA Ishares Tr ETFs	$0	$10.5 Million 1.91% of portfolio	119,850	Q3 2025 Added 0.07%
AAPL Apple Inc. Technology	$4.38T	$9.54 Million 1.74% of portfolio	37,484	Q3 2025 Reduced 7.07%
MSFT Microsoft Corp Technology	$3.8T	$8.33 Million 1.52% of portfolio	16,089	Q3 2025 Reduced 4.24%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$7.17 Million 1.31% of portfolio	223,598	Q3 2025 Added 3.04%
DFAX Dimensional ETF Tr	$0	$5.97 Million 1.09% of portfolio	190,132	Q3 2025 Reduced 27.02%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$5.42 Million 0.99% of portfolio	126,828	Q3 2025 Added 16.73%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$4.5 Million 0.82% of portfolio	77,222	Q3 2025 Reduced 0.28%
AVUV American Centy ETF Tr Avantis ETFs	$0	$4.16 Million 0.76% of portfolio	41,794	Q3 2025 Reduced 19.77%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.9 Million 0.71% of portfolio	11,872	Q3 2025 Reduced 3.83%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$3.81 Million 0.7% of portfolio	55,717	Q3 2025 Reduced 1.34%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.82 Million 0.7% of portfolio	5,733	Q3 2025 Reduced 0.92%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$3.31 Million 0.6% of portfolio	22,710	Q3 2025 Reduced 0.36%
GOOGL Alphabet Inc. Communication Services	$1.65T	$3.22 Million 0.59% of portfolio	13,229	Q3 2025 Added 0.16%
REET Ishares Global Reit ETF ETFs	$0	$3.12 Million 0.57% of portfolio	122,147	Q3 2025 Reduced 3.41%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$2.89 Million 0.53% of portfolio	90,626	Q3 2025 Reduced 14.76%
AVIG American Centy ETF Tr Avantis ETFs	$0	$2.9 Million 0.53% of portfolio	68,842	Q3 2025 Added 4.49%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.64 Million 0.48% of portfolio	26,384	Q3 2025 Added 18.01%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.51 Million 0.46% of portfolio	29,879	Q3 2025 Reduced 0.57%
COST Costco Wholesale Corp Consumer Defensive	$409B	$2.46 Million 0.45% of portfolio	2,656	Q3 2025 Reduced 1.23%
GOOG Alphabet Inc. Communication Services	$1.69T	$2.24 Million 0.41% of portfolio	9,217	Q3 2025 Reduced 7.87%
JPM Jpmorgan Chase & CO Financial Services	$891B	$2.18 Million 0.4% of portfolio	6,924	Q3 2025 Reduced 0.97%
V Visa Inc. Financial Services	$540B	$2.1 Million 0.38% of portfolio	6,151	Q3 2025 Reduced 2.13%
VT Vanguard Total World Stk Index ETFs	$0	$2.03 Million 0.37% of portfolio	14,739	Q3 2025 Reduced 9.13%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.99 Million 0.36% of portfolio	25,248	Q3 2025 Added 0.88%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.93 Million 0.35% of portfolio	5,273	Q3 2025 Added 0.04%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$1.8 Million 0.33% of portfolio	59,339	Q3 2025 Added 0.07%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.72 Million 0.31% of portfolio	9,462	Q3 2025 Reduced 34.61%
AVLV American Centy ETF Tr Avantis	$0	$1.7 Million 0.31% of portfolio	23,511	Q3 2025 Added 0.25%
MA Mastercard Inc Financial Services	$521B	$1.62 Million 0.3% of portfolio	2,853	Q3 2025 Added 0.14%
DES Wisdomtree Tr U.S. Smallcap Di ETFs	$0	$1.56 Million 0.29% of portfolio	46,395	Q3 2025 Added 0.25%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.55 Million 0.28% of portfolio	17,438	Q2 2025 Added 0.57%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.53 Million 0.28% of portfolio	7,325	Q3 2025 Reduced 6.05%
IEMG Ishares Inc ETFs	$0	$1.53 Million 0.28% of portfolio	28,431	Q3 2025 Reduced 5.2%
NVDA Nvidia Corp Technology	$474B	$1.48 Million 0.27% of portfolio	7,917	Q3 2025 Reduced 13.88%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.45 Million 0.27% of portfolio	8,333	Q3 2025 Reduced 9.57%
META Meta Platforms, Inc. Communication Services	$1.37T	$1.36 Million 0.25% of portfolio	1,848	Q3 2025 Reduced 5.38%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.32 Million 0.24% of portfolio	2,616	Q3 2025 Reduced 2.79%
AVRE American Centy ETF Tr Avantis	$0	$1.28 Million 0.23% of portfolio	28,716	Q3 2025 Added 7.0%

Summary

Portfolio
No. of Stocks 147
Current Value $548 Million
Prior Value $524 Million
Filing
Period Q3 2025
Filing Date October 21, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 46 stocks
Sold out of 0 stocks
Reduced holdings in 64 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sc&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sc&H Financial Advisors, Inc. with notifications on news.

Account

Sc&H Financial Advisors, Inc. Portfolio Holdings