SC&H Financial Advisors, Inc.

Est. AUM

$663.2M

13F long equity, this entity only

Positions

155

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$84.9M	2184097	12.80%	SOLE
2	AMERICAN CENTY ETF TR	US EQT ETF	$70.7M	635792	10.66%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$39.4M	873258	5.94%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$36.3M	932172	5.48%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$34.2M	963800	5.16%	SOLE
6	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$32.2M	454165	4.86%	SOLE
7	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$30.8M	607348	4.64%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$30.6M	423921	4.61%	SOLE
9	AMERICAN CENTY ETF TR	INTL EQT ETF	$28.1M	330713	4.23%	SOLE
10	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$25.8M	320134	3.89%	SOLE
11	DIMENSIONAL ETF TRUST	SHORT DURATION F	$23.2M	484186	3.50%	SOLE
12	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$14.3M	421263	2.15%	SOLE
13	ISHARES TR	CORE S&P500 ETF	$10.5M	16149	1.59%	SOLE
14	ISHARES TR	CORE MSCI EAFE	$10.5M	116277	1.59%	SOLE
15	APPLE INC	COM	$10.2M	40224	1.54%	SOLE
16	VANGUARD INDEX FDS	LARGE CAP ETF	$9.8M	32894	1.48%	SOLE
17	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.6M	227577	1.45%	SOLE
18	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.6M	249065	1.30%	SOLE
19	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$7.6M	224206	1.15%	SOLE
20	MICROSOFT CORP	COM	$5.8M	15680	0.88%	SOLE
21	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.7M	74591	0.70%	SOLE
22	AMERICAN CENTY ETF TR	US SML CP VALU	$4.5M	40591	0.68%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	13081	0.63%	SOLE
24	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.1M	57507	0.62%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	6188	0.61%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$3.6M	87365	0.55%	SOLE
27	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$3.6M	49157	0.55%	SOLE
28	ALPHABET INC	CAP STK CL A	$3.5M	12265	0.53%	SOLE
29	ISHARES TR	CORE US AGGBD ET	$3.3M	33616	0.50%	SOLE
30	ISHARES TR	CORE S&P TTL STK	$3.1M	21664	0.47%	SOLE
31	ISHARES TR	GLOBAL REIT ETF	$2.8M	109646	0.42%	SOLE
32	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$2.7M	30186	0.40%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$2.7M	2664	0.40%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	5110	0.37%	SOLE
35	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.4M	28844	0.36%	SOLE
36	ALPHABET INC	CAP STK CL C	$2.3M	8031	0.35%	SOLE
37	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.1M	60459	0.32%	SOLE
38	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.1M	15222	0.32%	SOLE
39	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.1M	58239	0.31%	SOLE
40	JPMORGAN CHASE & CO	COM	$2.1M	6996	0.31%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	9484	0.31%	SOLE
42	LAM RESEARCH CORP	COM NEW	$2.0M	9437	0.30%	SOLE
43	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.0M	24932	0.30%	SOLE
44	VISA INC	COM CL A	$2.0M	6637	0.30%	SOLE
45	ISHARES INC	CORE MSCI EMKT	$2.0M	28763	0.30%	SOLE
46	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.9M	60501	0.29%	SOLE
47	ISHARES TR	RUS 1000 ETF	$1.9M	5278	0.28%	SOLE
48	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	23982	0.28%	SOLE
49	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.8M	67371	0.27%	SOLE
50	NVIDIA CORPORATION	COM	$1.8M	10077	0.27%	SOLE

1–50 of 155

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.