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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.3B
$332,000 0.06% of portfolio
7,814
Q4 2024 Reduced 21.1%

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
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