SC&H Financial Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), SC&H Financial Advisors, Inc. reported 156 stock positions worth $585.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.0% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 11.6%) and Dimensional US Core Equity M (DFAU, 5.9%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 72 and reduced 41. The biggest buy was Dimensional US Core Eq 1 ETF (DCOR, shares +89%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- HUNT VALLEY, MD
- CIK
- 0001907898
- Portfolio Value
- $585.6M (Q2 2025)
- SEC Filing
- 0001085146-25-003920 ↗ filed Jul 17, 2025
Holdings Value
Holdings 156 stocks · $585.6M
| DFAC Dimensional US Core Equity 2 | 13.01% | 2,125,865 | $76.2M | Reduce -1.9% |
| AVUS Avantis U.S. Equity ETF | 11.63% | 675,484 | $68.1M | Add +6.0% |
| DFAU Dimensional US Core Equity M | 5.88% | 812,484 | $34.4M | Add +4.5% |
| DUSB Dimension Ultrashort Fi ETF | 4.88% | 562,502 | $28.5M | Add +28.5% |
| DFAI Dimensional International Co. | 4.83% | 817,655 | $28.3M | Add +7.6% |
| DFUS Dimensional US Eq MKT ETF | 4.72% | 412,324 | $27.6M | Add +6.5% |
| DFIC Dimensional International Co. | 4.69% | 883,048 | $27.5M | Add +3.0% |
| AVDE Avantis International Equity | 4.53% | 358,129 | $26.5M | Add +6.5% |
| DCOR Dimensional US Core Eq 1 ETF | 3.74% | 327,338 | $21.9M | Add +88.9% |
| AVEM Avantis Emerging Markets Eq | 3.66% | 313,052 | $21.5M | Add +7.4% |
| DFSD Dimensional Short Duration | 2.30% | 280,649 | $13.5M | Add +4.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.18% | 44,691 | $12.8M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 2.01% | 18,971 | $11.8M | Add +2.3% |
| DFAE Dimensional Emerging Core Eq | 1.87% | 378,081 | $10.9M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.71% | 119,762 | $10.0M | Add +1.2% |
| MSFT Microsoft Corp. | 1.43% | 16,801 | $8.4M | Add +0.1% |
| AAPL Apple Inc. | 1.41% | 40,335 | $8.3M | Reduce -0.5% |
| DFAX Dimensional World Ex US Core | 1.31% | 260,534 | $7.7M | Add +13.4% |
| DFEM Dimensional Emrg MRKT Core | 1.10% | 216,996 | $6.4M | Add +15.2% |
| AVUV Avantis US Small Cap Value | 0.81% | 52,093 | $4.7M | Add +1.7% |
| DFCF Dimensional Core Fixed Inc. | 0.78% | 108,651 | $4.6M | Add +5.3% |
| DFAT Dimensional US Target Value | 0.71% | 77,437 | $4.2M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 12,345 | $3.8M | Add +6.5% |
| DFAS Dimensional US Small Cap ETF | 0.61% | 56,473 | $3.6M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 5,786 | $3.6M | Reduce -10.5% |
| DFSV Dimensional US Small Cap Val | 0.53% | 106,324 | $3.1M | Add +12.8% |
| REET iShares Global REIT ETF | 0.53% | 126,454 | $3.1M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.53% | 22,792 | $3.1M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 14,470 | $3.0M | No change |
| AVIG Avantis Core Fixed Income | 0.47% | 65,881 | $2.7M | Add +4.2% |
| COST Costco Wholesale Corp. | 0.45% | 2,689 | $2.7M | Add +0.6% |
| DFAW Dimensional World Eqty ETF | 0.43% | 37,196 | $2.5M | Add +52.3% |
| VCIT Vanguard Int-Term Corporate | 0.43% | 30,050 | $2.5M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.40% | 13,208 | $2.3M | Reduce -0.1% |
| V Visa Inc. Class A | 0.38% | 6,285 | $2.2M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 0.38% | 22,357 | $2.2M | Add +6.3% |
| AVGE Avantis All Eqty Mrkts ETF | 0.37% | 28,122 | $2.2M | Add +15.7% |
| VT Vanguard Tot World STK ETF | 0.36% | 16,219 | $2.1M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.35% | 6,992 | $2.0M | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 25,027 | $2.0M | Reduce -1.8% |
| DFLV Dim US Large Cap Value ETF | 0.33% | 61,946 | $1.9M | Add +21.6% |
| IEMG iShares Core MSCI Emerging | 0.31% | 29,992 | $1.8M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.31% | 5,271 | $1.8M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.30% | 10,004 | $1.8M | Add +3.2% |
| DIHP Dimensional International Hi | 0.30% | 59,296 | $1.7M | Add +0.2% |
| DFGR Dim Global Real Estate ETF | 0.29% | 63,610 | $1.7M | Add +18.9% |
| MA Mastercard Inc. Class A | 0.27% | 2,849 | $1.6M | No change |
| AVLV Avantis US Large Cap Value | 0.27% | 23,453 | $1.6M | Reduce -1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 7,797 | $1.5M | Reduce -4.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 9,215 | $1.5M | No change |
| DES Wisdomtree US Smallcap Divid | 0.25% | 46,281 | $1.5M | Add +12.8% |
| NVDA Nvidia Corp. | 0.25% | 9,193 | $1.5M | Add +51.1% |
| META Meta Platforms Inc. Class A | 0.25% | 1,953 | $1.4M | Add +4.1% |
| AVDV Avantis Intl S/C Value ETF | 0.24% | 17,438 | $1.4M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,691 | $1.3M | Add +2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 5,383 | $1.3M | No change |
| AMZN Amazon.com Inc. | 0.21% | 5,549 | $1.2M | Add +48.3% |
| AVRE Avantis Real Estate ETF | 0.20% | 26,838 | $1.2M | Add +5.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.19% | 15,514 | $1.1M | Reduce -0.5% |
| VXUS Vanguard Total Intl Stock | 0.18% | 15,518 | $1.1M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.18% | 11,737 | $1.0M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.18% | 4,752 | $1.0M | Reduce -0.4% |
| CTAS Cintas Corp. | 0.17% | 4,564 | $1.0M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 3,571 | $1.0M | No change |
| IXUS iShares Core Intl Stock ETF | 0.17% | 12,946 | $1.0M | Add +5.9% |
| CINF Cincinnati Financial Corp. | 0.17% | 6,600 | $983K | No change |
| WMT Walmart Inc. | 0.17% | 9,999 | $978K | Reduce -2.3% |
| AVSF Avantis Short-Term Fixed Inc. | 0.16% | 20,271 | $953K | Add +2.2% |
| HD Home Depot Inc. | 0.16% | 2,559 | $938K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.16% | 5,872 | $936K | Add +0.0% |
| AVGO Broadcom Inc. | 0.16% | 3,348 | $923K | Add +5.5% |
| LRCX Lam Research Corp. | 0.16% | 9,404 | $915K | Add +4.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 3,255 | $911K | Reduce -0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 6,392 | $868K | Reduce -9.9% |
| DUHP Dimensional US High Profi Et | 0.15% | 24,218 | $861K | Add +11.1% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 13,805 | $856K | Add +0.1% |
| PAYX Paychex Inc. | 0.14% | 5,802 | $844K | Reduce -1.7% |
| VXF Vanguard Extended Market ETF | 0.14% | 4,203 | $810K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 7,279 | $796K | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,351 | $745K | Add +2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $729K | No change |
| UNH Unitedhealth Group Inc. | 0.12% | 2,267 | $707K | Add +1.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.11% | 8,579 | $650K | No change |
| LOW Lowe's Cos Inc. | 0.11% | 2,867 | $636K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.10% | 14,371 | $607K | Reduce -18.1% |
| MCD McDonald's Corp. | 0.09% | 1,892 | $553K | Reduce -2.6% |
| APH Amphenol Corp. Class A | 0.09% | 5,220 | $515K | No change |
| IWD iShares Russell 1000 Value E | 0.09% | 2,635 | $512K | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 2,709 | $479K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 3,935 | $478K | No change |
| CEG Constellation Energy | 0.08% | 1,378 | $445K | Reduce -1.4% |
| DISV Dimensional International SM | 0.08% | 13,497 | $444K | No change |
| PLD Prologis Inc. | 0.08% | 4,212 | $443K | Add +12.0% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 6,541 | $441K | No change |
| ATO Atmos Energy Corp. | 0.07% | 2,824 | $435K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 763 | $433K | Reduce -21.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 5,269 | $419K | Add +2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,021 | $414K | No change |
| AEP American Electric Power | 0.07% | 3,797 | $394K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 8,077 | $382K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -1.9% | 13.01% | −1.05 |
| AAPL Apple Inc. | Reduce -0.5% | 1.41% | −0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.5% | 0.61% | −0.10 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.10 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.5% | 2.18% | −0.09 |
| REET iShares Global REIT ETF | Reduce -0.6% | 0.53% | −0.07 |
| DFAT Dimensional US Target Value | Reduce -0.2% | 0.71% | −0.07 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.4% | 1.87% | −0.06 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.4% | 0.61% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.8% | 0.34% | −0.06 |
| UPS United Parcel Service Class B | Reduce -44.5% | 0.04% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Reduce -9.9% | 0.15% | −0.04 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.04 |
| DFAR Dimensional US Real Est ETF | Reduce -36.0% | 0.05% | −0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.3% | 0.26% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.5% | 0.19% | −0.04 |
| PRF Invesco Rafi US 1000 ETF | Reduce -18.1% | 0.10% | −0.04 |
| PAYX Paychex Inc. | Reduce -1.7% | 0.14% | −0.04 |
| AVLV Avantis US Large Cap Value | Reduce -1.6% | 0.27% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.09% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -21.3% | 0.07% | −0.02 |
| JNJ Johnson & Johnson | Reduce -17.3% | 0.04% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -1.0% | 0.36% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 0.14% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -3.6% | 0.06% | −0.02 |
| BX Blackstone Inc. | Reduce -14.3% | 0.06% | −0.01 |
| IYE iShares U.S. Energy ETF | Reduce -5.6% | 0.04% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.0% | 0.18% | −0.01 |
| SBUX Starbucks Corp. | Reduce -6.3% | 0.04% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.7% | 0.31% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.4% | 0.18% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -1.1% | 0.04% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 0.16% | −0.01 |
| WMT Walmart Inc. | Reduce -2.3% | 0.17% | −0.01 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.05% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -1.3% | 0.18% | −0.01 |
| DHR Danaher Corp. | Reduce -2.7% | 0.04% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -11.8% | 0.04% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.2% | 0.05% | −0.01 |
| TFC Truist Financial Corp. | Reduce -2.8% | 0.04% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.40% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 0.35% | +0.00 |
| CEG Constellation Energy | Reduce -1.4% | 0.08% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| DCOR Dimensional US Core Eq 1 ETF | Add +88.9% | 3.74% | +1.65 |
| DUSB Dimension Ultrashort Fi ETF | Add +28.5% | 4.88% | +0.51 |
| AVEM Avantis Emerging Markets Eq | Add +7.4% | 3.66% | +0.21 |
| MSFT Microsoft Corp. | Add +0.1% | 1.43% | +0.19 |
| DFAI Dimensional International Co. | Add +7.6% | 4.83% | +0.16 |
| AVDE Avantis International Equity | Add +6.5% | 4.53% | +0.14 |
| DFAW Dimensional World Eqty ETF | Add +52.3% | 0.43% | +0.13 |
| DFAX Dimensional World Ex US Core | Add +13.4% | 1.31% | +0.12 |
| DFEM Dimensional Emrg MRKT Core | Add +15.2% | 1.10% | +0.12 |
| NVDA Nvidia Corp. | Add +51.1% | 0.25% | +0.12 |
| DFUS Dimensional US Eq MKT ETF | Add +6.5% | 4.72% | +0.11 |
| AMZN Amazon.com Inc. | Add +48.3% | 0.21% | +0.07 |
| AVGO Broadcom Inc. | Add +5.5% | 0.16% | +0.05 |
| AVUS Avantis U.S. Equity ETF | Add +6.0% | 11.63% | +0.04 |
| AVSC Avantis US Small Cap Equity | New | 0.04% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.04% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| LIN Linde PLC | New | 0.04% | +0.04 |
| HON Honeywell International Inc. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | New | 0.03% | +0.03 |
| ACWI iShares MSCI Acwi ETF | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +4.1% | 0.25% | +0.03 |
| AVGE Avantis All Eqty Mrkts ETF | Add +15.7% | 0.37% | +0.03 |
| LRCX Lam Research Corp. | Add +4.4% | 0.16% | +0.03 |
| DFLV Dim US Large Cap Value ETF | Add +21.6% | 0.33% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +7.4% | 0.53% | +0.02 |
| DFGR Dim Global Real Estate ETF | Add +18.9% | 0.29% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.5% | 0.64% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +12.8% | 0.53% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +7.4% | 0.06% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +21.3% | 0.05% | +0.01 |
| DFVX Dim US Large Cap Vector ETF | Add +22.7% | 0.06% | +0.01 |
| DFIC Dimensional International Co. | Add +3.0% | 4.69% | +0.01 |
| TXT Textron Inc. | Add +18.6% | 0.05% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.2% | 0.05% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 0.13% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 0.30% | +0.01 |
| DUHP Dimensional US High Profi Et | Add +11.1% | 0.15% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +5.9% | 0.17% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.06% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +8.4% | 0.05% | −0.00 |
| FENI Fidelity Enhanced Intl ETF | Add +0.5% | 0.05% | −0.00 |
| AVDV Avantis Intl S/C Value ETF | Add +0.6% | 0.24% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.05% | −0.00 |
| DFAU Dimensional US Core Equity M | Add +4.5% | 5.88% | −0.00 |
| PNC PNC Financial Services Group | Add +0.2% | 0.04% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.14% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +6.0% | 0.04% | −0.00 |
| TROW T Rowe Price Group Inc. | Add +0.1% | 0.06% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $753.8M | DFAC, AVUS, DFAU, DFAI, DFUS |
| Q1 2026 | 155 | $663.2M | DFAC, AVUS, DFAU, DFAI, DFIC |
| Q4 2025 | 159 | $646.4M | DFAC, AVUS, DFAU, DFAI, DFUS |
| Q3 2025 | 147 | $613.4M | DFAC, AVUS, DFAU, DFUS, DFAI |
| Q2 2025 | 156 | $585.6M | DFAC, AVUS, DFAU, DUSB, DFAI |
| Q1 2025 | 151 | $508.3M | DFAC, AVUS, DFAU, DFIC, DFAI |
| Q4 2024 | 148 | $484.1M | DFAC, AVUS, DFAU, DFUS, AVDE |
| Q3 2024 | 153 | $457.7M | DFAC, AVUS, DFAU, AVDE, DFAI |
| Q2 2024 | 144 | $408.0M | DFAC, AVUS, DFAU, AVDE, DFAI |
| Q1 2024 | 143 | $384.1M | DFAC, AVUS, DFAU, AVDE, DFAI |