SC&H Financial Advisors, Inc.

Registered adviser

CIK

1907898

Location

HUNT VALLEY, MD

Portfolio Value

Small $673,520,328

Diversification

Highly concentrated

Filing Date

Global Rank

#3,015 / 8,811 ▼ 94 · as of Jun 2026

Top Industry

Consumer Electronics 19.0%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 120666

Roster of Oct 1, 2026

Regulatory AUM

$1,230,991,243

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,230,991,243	Individuals and high net worth (99%)
Mar 2025 to Feb 2026	$1,128,274,401	Individuals and high net worth (98%)
Apr 2024 to Feb 2025	$908,923,478	Individuals and high net worth (100%)
May 2023 to Mar 2024	$737,473,294	Individuals and high net worth (100%)
Apr 2023	$737,473,294	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$800,331,188	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.1% of the book (60%+)

Turnover

Low turnover

4.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 86.3%; sector active share 80.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

158 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

58.7%

−1.5 pts

Top 5

89.5%

+0.4 pts

Top 10

92.6%

+0.5 pts

HHI

4,046

Highly concentrated−118

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.7%	$603,858,806	91
Technology	4.4%	$29,502,970	11
Financial Services	1.9%	$12,935,466	13
Communication Services	1.2%	$8,388,096	3
Consumer Defensive	0.8%	$5,052,624	8
Consumer Cyclical	0.6%	$4,330,110	7
Healthcare	0.6%	$3,861,661	10
Industrials	0.3%	$2,309,129	5
Utilities	0.3%	$1,924,412	6
Real Estate	0.1%	$782,906	2
Energy	0.1%	$364,353	1
Basic Materials	0.0%	$209,795	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DUSB	Dimensional Ultrashort Fixed Income ETF	+52,948	698,875	$35,286,198
DFSD	Dimensional Short-Duration Fixed Income ETF	+35,242	563,845	$26,203,004
DFAC	Dimensional U.S. Core Equity 2 ETF	+34,303	2,262,631	$100,573,947
DFAU	Dimensional US Core Equity Market ETF	+29,903	913,483	$47,829,969
DFCF	Dimensional Core Fixed Income ETF	+24,625	275,940	$11,070,712
DFIC	Dimensional International Core Equity 2 ETF	+18,182	1,027,001	$38,625,507
DFUS	Dimensional U.S. Equity Market ETF	+10,299	469,767	$39,004,754
AVUS	Avantis U.S. Equity ETF	+9,211	652,755	$83,611,387
DFGR	Dimensional Global Real Estate ETF	+6,800	77,021	$2,083,418
DFAI	Dimensional International Core Equity Market ETF	+5,541	958,273	$39,701,250
APH	Amphenol Corp /De/	+5,244	10,464	$882,115
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+5,174	260,519	$10,347,814
AVEM	Avantis Emerging Markets Equity ETF	+3,522	335,603	$31,553,394
VXUS	Vanguard Total International Stock ETF	+3,482	17,916	$1,522,143
AGG	iShares Core U.S. Aggregate Bond ETF	+3,469	34,813	$0
DFAE	Dimensional Emerging Core Equity Market ETF	+2,635	441,153	$17,341,724
DFAW	Dimensional World Equity ETF	+2,278	53,408	$4,396,012
AMZN	Amazon Com Inc	+2,124	8,421	$2,098,092
REET	iShares Global REIT ETF	+1,795	111,670	$0
AVRE	Avantis Real Estate ETF	+1,566	26,740	$1,185,919
DFAS	Dimensional U.S. Small Cap ETF	+1,559	63,072	$4,883,034
TROW	Price T Rowe Group Inc	+832	2,947	$306,635
AVSC	Avantis U.S. Small Cap Equity ETF	+136	4,210	$291,079
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+129	24,238	$1,851,783
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	+127	9,190	$358,961
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−21,032	208,399	$7,714,930
AVDE	Avantis International Equity ETF	−2,866	329,378	$29,680,251
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−2,517	12,863	$2,030,424
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	−2,410	3,491	$511,361
PRF	Victory Portfolios II	−2,126	12,327	$0
NVDA	Nvidia Corp	−2,096	6,946	$1,586,327
MKC	Mccormick & Co Inc	−1,005	6,732	$312,364
DFLV	Dimensional US Large Cap Value ETF	−975	54,518	$2,189,988
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−888	12,181	$4,558,617
IVV	iShares Core S&P 500 ETF	−881	14,541	$0
IEMG	iShares Trust	−874	24,864	$0
SPLV	Invesco S&P 500 Low Volatility ETF	−782	12,324	$868,965
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−642	3,952	$496,647
IUSB	iShares Core Universal USD Bond ETF	−573	7,192	$0
DFAT	Dimensional U.S. Targeted Value ETF	−533	74,087	$4,922,340
VNQ	VANGUARD REAL ESTATE INDEX FUND	−531	2,250	$201,667
SPY	Spdr S&P 500 ETF Trust	−527	5,699	$4,346,228
EFA	iShares MSCI EAFE ETF	−498	10,337	$0
AVUV	Avantis U.S. Small Cap Value ETF	−436	40,446	$4,763,325
VB	Vanguard Index Funds	−407	4,409	$1,254,316
VIG	Vanguard Specialized Funds	−394	9,095	$2,121,954
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−347	21,363	$0
IJR	iShares Core S&P Small-Cap ETF	−328	6,711	$0
DISV	Dimensional International Small Cap Value ETF	−296	13,201	$571,471
—		−293	29,676	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	1,200	$224,460
MCK	Mckesson Corp	262	$223,698
AVLC	Avantis U.S. Large Cap Equity ETF	2,362	$213,217
DHR	Danaher Corp /De/	942	$208,700
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
DCOR	Dimensional ETF Trust	452,203	$37,071,601
DFSV	Dimensional US Small Cap Value ETF	60,341	$2,340,627
DUHP	Dimensional US High Profitability ETF	18,733	$781,728
DFAR	Dimensional US Real Estate ETF	9,700	$253,752
TJX	Tjx Companies Inc /De/	1,436	$217,554
LAMR	Lamar Advertising Co/New	1,290	$201,214
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

158 tracked positions · $673,520,328 total · filing declares 158 positions · $722,161,706 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 158 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	2,262,631	+34,303	$100,573,947	+1.7%	14.93%
AVUS	Avantis U.S. Equity ETF	Added	652,755	+9,211	$83,611,387	+1.4%	12.41%
DFAU	Dimensional US Core Equity Market ETF	Added	913,483	+29,903	$47,829,969	+4.7%	7.10%
DFAI	Dimensional International Core Equity Market ETF	Added	958,273	+5,541	$39,701,250	+1.0%	5.89%
DFUS	Dimensional U.S. Equity Market ETF	Added	469,767	+10,299	$39,004,754	+3.6%	5.79%
DFIC	Dimensional International Core Equity 2 ETF	Added	1,027,001	+18,182	$38,625,507	+2.8%	5.73%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	698,875	+52,948	$35,286,198	+7.6%	5.24%
AVEM	Avantis Emerging Markets Equity ETF	Added	335,603	+3,522	$31,553,394	−1.5%	4.68%
AVDE	Avantis International Equity ETF	Reduced	329,378	-2,866	$29,680,251	+0.1%	4.41%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	563,845	+35,242	$26,203,004	+3.8%	3.89%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	441,153	+2,635	$17,341,724	−1.7%	2.57%
AAPL	Apple Inc. Technology	Reduced	39,843	-191	$13,268,515	+14.5%	1.97%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	32,365	+16	$11,387,625	+2.4%	1.69%
DFCF	Dimensional Core Fixed Income ETF	Added	275,940	+24,625	$11,070,712	+4.4%	1.64%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	260,519	+5,174	$10,347,814	−0.3%	1.54%
MSFT	Microsoft Corp Technology	Reduced	15,498	-40	$7,948,924	+37.1%	1.18%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	208,399	-21,032	$7,714,930	−8.7%	1.15%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	74,087	-533	$4,922,340	−5.6%	0.73%
DFAS	Dimensional U.S. Small Cap ETF	Added	63,072	+1,559	$4,883,034	−3.6%	0.73%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	40,446	-436	$4,763,325	−6.6%	0.71%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	12,181	-888	$4,558,617	−5.7%	0.68%
DFAW	Dimensional World Equity ETF	Added	53,408	+2,278	$4,396,012	+3.8%	0.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,699	-527	$4,346,228	−6.5%	0.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,182	-28	$4,191,582	−3.9%	0.62%
AVIG	Avantis Core Fixed Income ETF	Added	87,840	+3	$3,460,017	−4.9%	0.51%
AVGE	Avantis All Equity Markets ETF	Reduced	32,228	-18	$3,169,301	−0.8%	0.47%
LRCX	Lam Research Corp Technology	Held	9,439	0	$3,100,805	−24.2%	0.46%
GOOG	Alphabet Inc. Communication Services	Added	8,053	+16	$2,743,979	−3.4%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,125	0	$2,551,993	−0.5%	0.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	2,664	0	$2,425,145	−2.7%	0.36%
V	Visa Inc. Financial Services	Reduced	6,649	-5	$2,389,185	+4.7%	0.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,007	+10	$2,318,125	+1.2%	0.34%
AVLV	Avantis U.S. Large Cap Value ETF	Added	25,073	+62	$2,267,602	−0.6%	0.34%
DFLV	Dimensional US Large Cap Value ETF	Reduced	54,518	-975	$2,189,988	−0.2%	0.33%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	27,711	-116	$2,170,048	−5.6%	0.32%
VIG	Vanguard Specialized Funds	Reduced	9,095	-394	$2,121,954	−5.5%	0.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,421	+2,124	$2,098,092	+39.8%	0.31%
DFGR	Dimensional Global Real Estate ETF	Added	77,021	+6,800	$2,083,418	+2.4%	0.31%
DIHP	Dimensional International High Profitability ETF	Added	60,652	+53	$2,043,365	−1.2%	0.30%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	12,863	-2,517	$2,030,424	−15.9%	0.30%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	24,238	+129	$1,851,783	−1.4%	0.27%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	7,978	+9	$1,843,157	−4.8%	0.27%
AVDV	Avantis International Small Cap Value ETF	Added	16,816	+14	$1,839,334	+6.2%	0.27%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	8,884	-56	$1,737,088	−1.7%	0.26%
NVDA	Nvidia Corp Technology	Reduced	6,946	-2,096	$1,586,327	−12.3%	0.24%
VXUS	Vanguard Total International Stock ETF	Added	17,916	+3,482	$1,522,143	+23.4%	0.23%
MA	Mastercard Inc Financial Services	Reduced	2,640	-83	$1,455,880	+4.1%	0.22%
META	Meta Platforms, Inc. Communication Services	Reduced	2,003	-5	$1,452,535	+28.4%	0.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,776	-71	$1,313,831	−3.4%	0.20%
VB	Vanguard Index Funds	Reduced	4,409	-407	$1,254,316	−14.1%	0.19%

Showing the top 50 of 158 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.