Sc&H Financial Advisors, Inc. Portfolio Holdings

Sc&H Financial Advisors, Inc.

  • $524 Million
  • Q2 2025

Sc&H Financial Advisors, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $524 Million distributed in 156 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 $76.2M, American Centy ETF Tr Avantis with a value of $68.1M, Dimensional ETF Tr with a value of $34.4M, Dimensional ETF Tr with a value of $28.3M, and Dimensional ETF Tr U S Equity with a value of $27.6M.

Examining the 13F form we can see an increase of $56.6M in the current position value, from $468M to 524M.

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 $524 Million
ETFs: $457 Million
Technology: $20.2 Million
Financial Services: $11.2 Million
Consumer Defensive: $6.42 Million
Communication Services: $5.58 Million
Consumer Cyclical: $3.85 Million
Industrials: $3.3 Million
Healthcare: $3.11 Million
Other: $3.36 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76.2 Million 14.53% of portfolio
2,125,865
Q2 2025 Reduced 1.89%
$0
$68.1 Million 12.98% of portfolio
675,484
Q2 2025 Added 5.95%
$0
$34.4 Million 6.56% of portfolio
812,484
Q2 2025 Added 4.47%
$0
$28.3 Million 5.39% of portfolio
817,655
Q2 2025 Added 7.64%
$0
$27.6 Million 5.27% of portfolio
412,324
Q2 2025 Added 6.52%
$0
$27.5 Million 5.23% of portfolio
883,048
Q2 2025 Added 3.04%
$0
$26.5 Million 5.05% of portfolio
358,129
Q2 2025 Added 6.46%
$0
$21.5 Million 4.09% of portfolio
313,052
Q2 2025 Added 7.41%
$0
$13.5 Million 2.57% of portfolio
280,649
Q2 2025 Added 4.69%
$0
$12.8 Million 2.43% of portfolio
44,691
Q2 2025 Reduced 0.46%
$0
$11.8 Million 2.25% of portfolio
18,971
Q2 2025 Added 2.28%
$0
$10.9 Million 2.09% of portfolio
378,081
Q2 2025 Reduced 0.38%
$0
$10 Million 1.91% of portfolio
119,762
Q2 2025 Added 1.21%
$0
$7.65 Million 1.46% of portfolio
260,534
Q2 2025 Added 13.44%
$0
$6.44 Million 1.23% of portfolio
216,996
Q2 2025 Added 15.16%
$0
$4.75 Million 0.9% of portfolio
52,093
Q2 2025 Added 1.69%
$0
$4.18 Million 0.8% of portfolio
77,437
Q2 2025 Reduced 0.23%
$0
$3.75 Million 0.72% of portfolio
12,345
Q2 2025 Added 6.51%
$0
$3.6 Million 0.69% of portfolio
56,473
Q2 2025 Reduced 1.41%
$0
$3.57 Million 0.68% of portfolio
5,786
Q2 2025 Reduced 10.52%
$0
$3.12 Million 0.6% of portfolio
126,454
Q2 2025 Reduced 0.61%
$0
$3.13 Million 0.6% of portfolio
106,324
Q2 2025 Added 12.77%
$0
$3.08 Million 0.59% of portfolio
22,792
Q2 2025 Added 7.44%
$0
$2.74 Million 0.52% of portfolio
65,881
Q2 2025 Added 4.18%
$0
$2.64 Million 0.5% of portfolio
14,470
Q1 2025 Added 0.08%
$0
$2.49 Million 0.47% of portfolio
30,050
Q2 2025 Added 1.29%
$0
$2.22 Million 0.42% of portfolio
22,357
Q2 2025 Added 6.33%
$0
$2.08 Million 0.4% of portfolio
16,219
Q2 2025 Reduced 0.99%
$0
$1.97 Million 0.38% of portfolio
25,027
Q2 2025 Reduced 1.79%
$0
$1.79 Million 0.34% of portfolio
5,271
Q2 2025 Added 0.06%
$0
$1.75 Million 0.33% of portfolio
59,296
Q2 2025 Added 0.19%
$0
$1.61 Million 0.31% of portfolio
29,992
Q2 2025 Reduced 0.69%
$0
$1.6 Million 0.3% of portfolio
23,453
Q2 2025 Reduced 1.59%
$0
$1.52 Million 0.29% of portfolio
9,215
Q1 2025 Added 0.34%
$0
$1.52 Million 0.29% of portfolio
7,797
Q2 2025 Reduced 4.31%
$0
$1.47 Million 0.28% of portfolio
46,281
Q2 2025 Added 12.84%
$0
$1.38 Million 0.26% of portfolio
17,438
Q2 2025 Added 0.57%
$0
$1.28 Million 0.24% of portfolio
5,383
Q1 2025 Added 0.13%
$0
$1.19 Million 0.23% of portfolio
26,838
Q2 2025 Added 5.13%
$0
$1.13 Million 0.22% of portfolio
15,514
Q2 2025 Reduced 0.54%
$0
$1.07 Million 0.2% of portfolio
15,518
Q2 2025 Reduced 1.26%
$0
$1.05 Million 0.2% of portfolio
11,737
Q2 2025 Reduced 2.05%
$0
$1.03 Million 0.2% of portfolio
4,752
Q2 2025 Reduced 0.44%
$0
$1 Million 0.19% of portfolio
12,946
Q2 2025 Added 5.94%
$0
$1.02 Million 0.19% of portfolio
3,571
Q2 2024 Reduced 11.35%
$0
$953,000 0.18% of portfolio
20,271
Q2 2025 Added 2.16%
$0
$867,000 0.17% of portfolio
6,392
Q2 2025 Reduced 9.87%
$0
$910,000 0.17% of portfolio
3,255
Q2 2025 Reduced 0.79%
$0
$856,000 0.16% of portfolio
13,805
Q2 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $524 Million
  • Prior Value $468 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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