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 Market Cap. of $10 Billions to $200 Billions
