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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$8.36 Million 1.59% of portfolio
16,801
Q2 2025 Added 0.15%
$3.45T
$8.28 Million 1.58% of portfolio
40,335
Q2 2025 Reduced 0.51%
$417B
$2.66 Million 0.51% of portfolio
2,689
Q2 2025 Added 0.6%
$1.14T
$2.33 Million 0.44% of portfolio
13,208
Q2 2025 Reduced 0.11%
$575B
$2.23 Million 0.43% of portfolio
6,285
Q2 2025 Added 0.71%
$855B
$2.03 Million 0.39% of portfolio
6,992
Q2 2025 Reduced 2.1%
$1.17T
$1.77 Million 0.34% of portfolio
10,004
Q2 2025 Added 3.23%
$533B
$1.6 Million 0.31% of portfolio
2,849
Q3 2024 Reduced 3.33%
$416B
$1.45 Million 0.28% of portfolio
9,193
Q2 2025 Added 51.08%
$1.58T
$1.44 Million 0.27% of portfolio
1,953
Q2 2025 Added 4.1%
$622B
$1.31 Million 0.25% of portfolio
2,691
Q2 2025 Added 2.28%
$2.32T
$1.22 Million 0.23% of portfolio
5,549
Q2 2025 Added 48.25%
$260B
$977,000 0.19% of portfolio
9,999
Q2 2025 Reduced 2.28%
$380B
$938,000 0.18% of portfolio
2,559
Q2 2025 Added 0.55%
$375B
$935,000 0.18% of portfolio
5,872
Q2 2025 Added 0.02%
$429B
$728,000 0.14% of portfolio
1
Q4 2021 New
$220B
$552,000 0.11% of portfolio
1,892
Q2 2025 Reduced 2.62%
$383B
$382,000 0.07% of portfolio
8,077
Q4 2024 Reduced 2.42%
$239B
$327,000 0.06% of portfolio
463
Q2 2025 Added 7.42%
$301B
$276,000 0.05% of portfolio
3,906
Q2 2025 Reduced 3.03%
$439B
$245,000 0.05% of portfolio
1,609
Q2 2025 Reduced 17.28%
$220B
$208,000 0.04% of portfolio
536
Q2 2025 New
$331B
$216,000 0.04% of portfolio
1,169
Q1 2025 Reduced 2.5%
$738B
$203,000 0.04% of portfolio
261
Q2 2025 New

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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