SC&H Financial Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), SC&H Financial Advisors, Inc. reported 155 stock positions worth $663.2 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 12.8% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 10.7%) and Dimensional US Core Equity M (DFAU, 5.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 6, added to 77 and reduced 28. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +13%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0001907898
Portfolio Value
$663.2M (Q1 2026)
SEC Filing
0001907898-26-000002 ↗ filed Apr 23, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $384.1M Q1 2024 Q2 2024: $408.0M Q2 2024 Q3 2024: $457.7M Q3 2024 Q4 2024: $484.1M Q4 2024 Q1 2025: $508.3M Q1 2025 Q2 2025: $585.6M Q2 2025 Q3 2025: $613.4M Q3 2025 Q4 2025: $646.4M Q4 2025 Q1 2026: $663.2M $663.2M Q1 2026 Q2 2026: $753.8M Q2 2026

Holdings 155 stocks · $663.2M
DFAC Dimensional US Core Equity 2 12.80% 2,184,097 $84.9M Add +0.5%
AVUS Avantis U.S. Equity ETF 10.66% 635,792 $70.7M Add +1.3%
DFAU Dimensional US Core Equity M 5.94% 873,258 $39.4M Add +3.6%
DFAI Dimensional International Co. 5.48% 932,172 $36.3M Add +3.5%
DFIC Dimensional International Co. 5.16% 963,800 $34.2M Add +2.5%
DFUS Dimensional US Eq MKT ETF 4.86% 454,165 $32.2M Add +3.6%
DUSB Dimension Ultrashort Fi ETF 4.64% 607,348 $30.8M Add +12.7%
DCOR Dimensional US Core Eq 1 ETF 4.61% 423,921 $30.6M Add +4.9%
AVDE Avantis International Equity 4.23% 330,713 $28.1M Reduce -0.3%
AVEM Avantis Emerging Markets Eq 3.89% 320,134 $25.8M Add +0.8%
DFSD Dimensional Short Duration 3.50% 484,186 $23.2M Add +13.8%
DFAE Dimensional Emerging Core Eq 2.15% 421,263 $14.3M Add +3.6%
IVV iShares Core S&P 500 ETF 1.59% 16,149 $10.5M Reduce -1.2%
IEFA iShares Core MSCI Eafe ETF 1.59% 116,277 $10.5M Reduce -2.3%
AAPL Apple Inc. 1.54% 40,224 $10.2M Reduce -0.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.48% 32,894 $9.8M Add +22.5%
DFCF Dimensional Core Fixed Inc. 1.45% 227,577 $9.6M Add +15.1%
DFEM Dimensional Emrg MRKT Core 1.30% 249,065 $8.6M Add +3.2%
DFAX Dimensional World Ex US Core 1.15% 224,206 $7.6M Add +19.1%
MSFT Microsoft Corp. 0.88% 15,680 $5.8M Reduce -2.1%
DFAT Dimensional US Target Value 0.70% 74,591 $4.7M Reduce -2.1%
AVUV Avantis US Small Cap Value 0.68% 40,591 $4.5M Reduce -1.2%
VTI VG Morningstar TS MKT ETF-US 0.63% 13,081 $4.2M Reduce -0.4%
DFAS Dimensional US Small Cap ETF 0.62% 57,507 $4.1M Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.61% 6,188 $4.0M Add +0.1%
AVIG Avantis Core Fixed Income 0.55% 87,365 $3.6M Add +17.7%
DFAW Dimensional World Eqty ETF 0.55% 49,157 $3.6M Add +14.9%
GOOGL Alphabet Inc. Class A 0.53% 12,265 $3.5M Add +3.0%
AGG iShares Core U.S. Aggregate 0.50% 33,616 $3.3M Add +16.5%
ITOT iShares Core S&P Total U.S. 0.47% 21,664 $3.1M Reduce -3.2%
REET iShares Global REIT ETF 0.42% 109,646 $2.8M Reduce -4.5%
AVGE Avantis All Eqty Mrkts ETF 0.40% 30,186 $2.7M Add +9.0%
COST Costco Wholesale Corp. 0.40% 2,664 $2.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.37% 5,110 $2.4M Add +94.3%
VCIT Vanguard Int-Term Corporate 0.36% 28,844 $2.4M Reduce -0.4%
GOOG Alphabet Inc. Class C 0.35% 8,031 $2.3M Reduce -0.4%
DFSV Dimensional US Small Cap Val 0.32% 60,459 $2.1M Add +11.0%
VT Vanguard Tot World STK ETF 0.32% 15,222 $2.1M Reduce -1.7%
DFLV Dim US Large Cap Value ETF 0.31% 58,239 $2.1M Add +31.8%
JPM JPMorgan Chase & Co. 0.31% 6,996 $2.1M Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.31% 9,484 $2.0M Add +0.1%
LRCX Lam Research Corp. 0.30% 9,437 $2.0M Add +0.0%
AVLV Avantis US Large Cap Value 0.30% 24,932 $2.0M Add +31.2%
IEMG iShares Core MSCI Emerging 0.30% 28,763 $2.0M Reduce -0.2%
V Visa Inc. Class A 0.30% 6,637 $2.0M Add +7.9%
DIHP Dimensional International Hi 0.29% 60,501 $1.9M Add +0.1%
IWB iShares Russell 1000 ETF 0.28% 5,278 $1.9M Add +0.0%
BSV Vanguard Short-Term Bond ETF 0.28% 23,982 $1.9M Add +0.4%
DFGR Dim Global Real Estate ETF 0.27% 67,371 $1.8M Add +3.1%
NVDA Nvidia Corp. 0.27% 10,077 $1.8M Add +14.7%
AVDV Avantis Intl S/C Value ETF 0.26% 17,390 $1.7M Add +0.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.26% 7,962 $1.7M Add +0.2%
AMZN Amazon.com Inc. 0.25% 7,961 $1.7M Add +21.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.25% 8,936 $1.6M Add +0.1%
MA Mastercard Inc. Class A 0.20% 2,713 $1.4M No change
AVSF Avantis Short-Term Fixed Inc. 0.20% 28,823 $1.3M Add +47.7%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 4,874 $1.3M Add +0.1%
DES Wisdomtree US Smallcap Divid 0.19% 34,199 $1.2M Reduce -1.4%
AVRE Avantis Real Estate ETF 0.18% 26,993 $1.2M Reduce -8.0%
META Meta Platforms Inc. Class A 0.17% 2,008 $1.1M Add +0.3%
VXUS Vanguard Total Intl Stock 0.17% 14,687 $1.1M Reduce -5.6%
IXUS iShares Core Intl Stock ETF 0.16% 12,399 $1.1M Add +0.1%
EFA iShares MSCI Eafe ETF 0.16% 10,807 $1.0M Add +1.8%
CINF Cincinnati Financial Corp. 0.16% 6,600 $1.0M No change
QQQ Invesco QQQ Trust Series 1 0.15% 1,753 $1.0M Add +3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.15% 3,388 $973K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.15% 3,751 $965K No change
SPLV Invesco S&P 500 Low Volatili 0.14% 13,080 $957K Reduce -4.9%
IJH iShares Core S&P Midcap ETF 0.14% 13,739 $928K Add +0.1%
VXF Vanguard Extended Market ETF 0.13% 4,265 $878K Add +0.7%
IJR iShares Core S&P Small-Cap E 0.13% 7,027 $874K Reduce -0.1%
AVGO Broadcom Inc. 0.13% 2,802 $867K No change
SDY SS SPDR S&P Dividend ETF 0.13% 5,900 $861K Add +0.0%
IWM iShares Russell 2000 ETF 0.13% 3,392 $841K Reduce -0.8%
CTAS Cintas Corp. 0.12% 4,617 $781K Add +0.0%
VOO Vanguard S&P 500 ETF 0.11% 1,270 $759K Add +2.3%
MCD McDonald's Corp. 0.11% 2,312 $719K No change
BRK.A Berkshire Hathaway Inc. Class A 0.11% 1 $718K No change
DUHP Dimensional US High Profi Et 0.10% 18,728 $688K Reduce -3.3%
PRF Invesco Rafi US 1000 ETF 0.10% 14,435 $686K Add +0.1%
PG The Procter & Gamble Co. 0.10% 4,675 $675K Reduce -1.3%
WMT Walmart Inc. 0.10% 5,308 $660K Reduce -15.1%
APH Amphenol Corp. Class A 0.10% 5,220 $660K No change
UNH Unitedhealth Group Inc. 0.10% 2,417 $654K Add +0.1%
HD Home Depot Inc. 0.09% 1,907 $627K No change
PLD Prologis Inc. 0.08% 4,212 $557K No change
PAYX Paychex Inc. 0.08% 5,877 $541K Add +1.3%
DISV Dimensional International SM 0.08% 13,497 $532K No change
GLW Corning Inc. 0.08% 3,809 $518K Add +0.5%
LOW Lowe's Cos Inc. 0.08% 2,169 $513K Reduce -13.9%
TMO Thermo Fisher Scientific Inc. 0.08% 1,021 $502K No change
VDE Vanguard Energy ETF 0.07% 2,864 $496K Add +0.1%
GSLC Goldman Activebeta US LC ETF 0.07% 3,935 $492K No change
VEA Vanguard Ftse Developed ETF 0.07% 7,630 $489K Add +0.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.07% 2,242 $463K No change
IWD iShares Russell 1000 Value E 0.07% 2,154 $460K Add +0.3%
AEP American Electric Power 0.07% 3,428 $449K Add +0.3%
XEL Xcel Energy Inc. 0.07% 5,592 $444K No change
JCI Johnson Controls Internation 0.06% 3,147 $412K Add +0.3%
VCSH Vanguard S/T Corp. Bond ETF 0.06% 5,144 $408K No change
VGT Vanguard Info Tech ETF 0.06% 569 $397K Add +0.2%
GS Goldman Sachs Group Inc. 0.06% 464 $392K Add +0.2%
MKC McCormick & Co.-Non VTG SHRS 0.06% 7,737 $390K No change
JNJ Johnson & Johnson 0.06% 1,579 $386K Add +0.1%
DFIP Dimensional Inflation-Protec 0.06% 8,933 $373K No change
NOC Northrop Grumman Corp. 0.06% 542 $370K Add +0.2%
CAT Caterpillar Inc. 0.05% 507 $359K No change
ISTB iShares Core 1-5 Year Usd Bo 0.05% 7,411 $359K Add +0.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 7,742 $358K Add +0.2%
AWK American Water Works Co. Inc. 0.05% 2,593 $353K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 802 $350K No change
FENI Fidelity Enhanced Intl ETF 0.05% 9,294 $346K Add +0.4%
VONG Vanguard Russell 1000 Growth 0.05% 3,127 $343K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 6,895 $336K Reduce -6.2%
RSP Invesco S&P 500 Equal Weight 0.05% 1,749 $336K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 11,847 $330K Add +0.4%
KO The Coca-Cola Co. 0.05% 4,270 $325K No change
TXT Textron Inc. 0.05% 3,690 $323K Add +0.0%
HCA HCA Healthcare Inc. 0.05% 676 $320K No change
XLC SS Comm Select Sector SPDR 0.05% 2,855 $317K No change
IUSV iShares Core S&P U.S. Value 0.05% 3,080 $315K Reduce -0.5%
ES Eversource Energy 0.05% 4,516 $313K Add +0.0%
PNC PNC Financial Services Group 0.05% 1,473 $306K Add +25.6%
BIP Brookfield Infrastructure Pa 0.04% 8,182 $296K No change
PHM Pultegroup Inc. 0.04% 2,480 $292K No change
ABBV Abbvie Inc. 0.04% 1,327 $289K No change
AVSC Avantis US Small Cap Equity 0.04% 4,536 $283K Add +0.1%
MDLZ Mondelez International Inc. Class A 0.04% 4,811 $277K Add +20.9%
LLY Eli Lilly & Co. 0.04% 296 $272K Add +12.6%
MKC.V McCormick & Co. Inc. VTG Com 0.04% 5,376 $271K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.04% 736 $270K Reduce -9.7%
ATO Atmos Energy Corp. 0.04% 1,455 $269K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,088 $264K No change
IYY iShares Dow Jones U.S. ETF 0.04% 1,636 $259K No change
EW Edwards Lifesciences Corp. 0.04% 3,162 $253K No change
SBUX Starbucks Corp. 0.04% 2,787 $250K No change
VNQ Vanguard Real Estate ETF 0.04% 2,773 $246K Add +0.3%
CEG Constellation Energy 0.04% 879 $246K No change
AIZ Assurant Inc. 0.04% 1,110 $242K No change
NNN NNN REIT Inc. 0.04% 5,744 $241K No change
IWF iShares Russell 1000 Growth 0.04% 563 $240K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 772 $233K No change
VLO Valero Energy Corp. 0.04% 940 $232K New
VWO Vanguard Ftse Emerging Marke 0.04% 4,294 $232K No change
BX Blackstone Inc. 0.03% 1,996 $230K Reduce -2.0%
DFAR Dimensional US Real Est ETF 0.03% 9,667 $229K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,419 $227K No change
MTUM iShares MSCI USA Momentum Fa 0.03% 940 $226K Add +0.1%
SYY Sysco Corp. 0.03% 3,081 $220K No change
LIN Linde PLC 0.03% 442 $219K New
ACWI iShares MSCI Acwi ETF 0.03% 1,563 $216K No change
MTD Mettler-Toledo International 0.03% 171 $216K No change
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.03% 1,448 $210K No change
TSLA Tesla Inc. 0.03% 561 $209K Add +7.1%
ZTS Zoetis Inc. 0.03% 1,719 $203K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -2.1% 0.88% −0.32
AAPL Apple Inc. Reduce -0.6% 1.54% −0.16
IVV iShares Core S&P 500 ETF Reduce -1.2% 1.59% −0.14
IEFA iShares Core MSCI Eafe ETF Reduce -2.3% 1.59% −0.06
ITOT iShares Core S&P Total U.S. Reduce -3.2% 0.47% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.4% 0.63% −0.05
GOOG Alphabet Inc. Class C Reduce -0.4% 0.35% −0.04
ADBE Adobe Inc. Sold out 0.00% −0.04
ACN Accenture PLC Class A Sold out 0.00% −0.04
FDIG Fidelity Crypto Indu & DGTL Sold out 0.00% −0.04
AJG Arthur J Gallagher & Co. Sold out 0.00% −0.03
DHR Danaher Corp. Sold out 0.00% −0.03
TROW T Rowe Price Group Inc. Sold out 0.00% −0.03
REET iShares Global REIT ETF Reduce -4.5% 0.42% −0.03
VT Vanguard Tot World STK ETF Reduce -1.7% 0.32% −0.02
AVRE Avantis Real Estate ETF Reduce -8.0% 0.18% −0.02
LOW Lowe's Cos Inc. Reduce -13.9% 0.08% −0.02
VCIT Vanguard Int-Term Corporate Reduce -0.4% 0.36% −0.02
BX Blackstone Inc. Reduce -2.0% 0.03% −0.01
BAC Bank of America Corp. Reduce -6.2% 0.05% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -9.7% 0.04% −0.01
VXUS Vanguard Total Intl Stock Reduce -5.6% 0.17% −0.01
DUHP Dimensional US High Profi Et Reduce -3.3% 0.10% −0.01
WMT Walmart Inc. Reduce -15.1% 0.10% −0.01
SPLV Invesco S&P 500 Low Volatili Reduce -4.9% 0.14% −0.01
IWM iShares Russell 2000 ETF Reduce -0.8% 0.13% −0.00
PG The Procter & Gamble Co. Reduce -1.3% 0.10% −0.00
IUSV iShares Core S&P U.S. Value Reduce -0.5% 0.05% −0.00
DFAT Dimensional US Target Value Reduce -2.1% 0.70% +0.00
IJR iShares Core S&P Small-Cap E Reduce -0.1% 0.13% +0.00
IEMG iShares Core MSCI Emerging Reduce -0.2% 0.30% +0.00
AVDE Avantis International Equity Reduce -0.3% 4.23% +0.00
DES Wisdomtree US Smallcap Divid Reduce -1.4% 0.19% +0.01
AVUV Avantis US Small Cap Value Reduce -1.2% 0.68% +0.03

Portfolio Buys Q4 2025 → Q1 2026
DUSB Dimension Ultrashort Fi ETF Add +12.7% 4.64% +0.42
DFSD Dimensional Short Duration Add +13.8% 3.50% +0.34
DFAX Dimensional World Ex US Core Add +19.1% 1.15% +0.20
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +22.5% 1.48% +0.17
DFAI Dimensional International Co. Add +3.5% 5.48% +0.17
BRK.B Berkshire Hathaway Inc. Class B Add +94.3% 0.37% +0.16
DFIC Dimensional International Co. Add +2.5% 5.16% +0.15
DFCF Dimensional Core Fixed Inc. Add +15.1% 1.45% +0.15
AVEM Avantis Emerging Markets Eq Add +0.8% 3.89% +0.10
DFAE Dimensional Emerging Core Eq Add +3.6% 2.15% +0.10
AVLV Avantis US Large Cap Value Add +31.2% 0.30% +0.08
DFLV Dim US Large Cap Value ETF Add +31.8% 0.31% +0.08
AVIG Avantis Core Fixed Income Add +17.7% 0.55% +0.07
DFEM Dimensional Emrg MRKT Core Add +3.2% 1.30% +0.06
AVSF Avantis Short-Term Fixed Inc. Add +47.7% 0.20% +0.06
AGG iShares Core U.S. Aggregate Add +16.5% 0.50% +0.06
DFAW Dimensional World Eqty ETF Add +14.9% 0.55% +0.06
LRCX Lam Research Corp. Add +0.0% 0.30% +0.05
DFSV Dimensional US Small Cap Val Add +11.0% 0.32% +0.04
VLO Valero Energy Corp. New 0.04% +0.04
LIN Linde PLC New 0.03% +0.03
AVGE Avantis All Eqty Mrkts ETF Add +9.0% 0.40% +0.03
GLW Corning Inc. Add +0.5% 0.08% +0.03
VDE Vanguard Energy ETF Add +0.1% 0.07% +0.02
AMZN Amazon.com Inc. Add +21.4% 0.25% +0.02
NVDA Nvidia Corp. Add +14.7% 0.27% +0.01
AVDV Avantis Intl S/C Value ETF Add +0.0% 0.26% +0.01
MDLZ Mondelez International Inc. Class A Add +20.9% 0.04% +0.01
PNC PNC Financial Services Group Add +25.6% 0.05% +0.01
NOC Northrop Grumman Corp. Add +0.2% 0.06% +0.01
JNJ Johnson & Johnson Add +0.1% 0.06% +0.01
AEP American Electric Power Add +0.3% 0.07% +0.01
JCI Johnson Controls Internation Add +0.3% 0.06% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.1% 0.25% +0.00
DFAS Dimensional US Small Cap ETF Add +1.0% 0.62% +0.00
DFGR Dim Global Real Estate ETF Add +3.1% 0.27% +0.00
SDY SS SPDR S&P Dividend ETF Add +0.0% 0.13% +0.00
DCOR Dimensional US Core Eq 1 ETF Add +4.9% 4.61% +0.00
AVSC Avantis US Small Cap Equity Add +0.1% 0.04% +0.00
EFA iShares MSCI Eafe ETF Add +1.8% 0.16% +0.00
DFAR Dimensional US Real Est ETF Add +0.2% 0.03% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.2% 0.26% +0.00
ES Eversource Energy Add +0.0% 0.05% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.05% +0.00
VEA Vanguard Ftse Developed ETF Add +0.1% 0.07% 0.00
FENI Fidelity Enhanced Intl ETF Add +0.4% 0.05% −0.00
IJH iShares Core S&P Midcap ETF Add +0.1% 0.14% −0.00
IXUS iShares Core Intl Stock ETF Add +0.1% 0.16% −0.00
IWD iShares Russell 1000 Value E Add +0.3% 0.07% −0.00
VNQ Vanguard Real Estate ETF Add +0.3% 0.04% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$753.8MDFAC, AVUS, DFAU, DFAI, DFUS
Q1 2026 155$663.2MDFAC, AVUS, DFAU, DFAI, DFIC
Q4 2025 159$646.4MDFAC, AVUS, DFAU, DFAI, DFUS
Q3 2025 147$613.4MDFAC, AVUS, DFAU, DFUS, DFAI
Q2 2025 156$585.6MDFAC, AVUS, DFAU, DUSB, DFAI
Q1 2025 151$508.3MDFAC, AVUS, DFAU, DFIC, DFAI
Q4 2024 148$484.1MDFAC, AVUS, DFAU, DFUS, AVDE
Q3 2024 153$457.7MDFAC, AVUS, DFAU, AVDE, DFAI
Q2 2024 144$408.0MDFAC, AVUS, DFAU, AVDE, DFAI
Q1 2024 143$384.1MDFAC, AVUS, DFAU, AVDE, DFAI