SC&H Financial Advisors, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), SC&H Financial Advisors, Inc. reported 160 stock positions worth $753.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.1% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 10.9%) and Dimensional US Core Equity M (DFAU, 6.1%). Compared with Q1 2026, it opened 7 new positions, sold out of 2, added to 76 and reduced 32. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +4%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −4%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0001907898
Portfolio Value
$753.8M (Q2 2026)
SEC Filing
0001907898-26-000004 ↗ filed Aug 4, 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 Q1 2026 Q2 2026: $753.8M $753.8M Q2 2026

Holdings 160 stocks · $753.8M
DFAC Dimensional US Core Equity 2 13.11% 2,228,328 $98.8M Add +2.0%
AVUS Avantis U.S. Equity ETF 10.93% 643,544 $82.4M Add +1.2%
DFAU Dimensional US Core Equity M 6.06% 883,580 $45.7M Add +1.2%
DFAI Dimensional International Co. 5.21% 952,732 $39.3M Add +2.2%
DFUS Dimensional US Eq MKT ETF 4.99% 459,468 $37.6M Add +1.2%
DFIC Dimensional International Co. 4.99% 1,008,819 $37.6M Add +4.7%
DCOR Dimensional US Core Eq 1 ETF 4.92% 452,203 $37.1M Add +6.7%
DUSB Dimension Ultrashort Fi ETF 4.35% 645,927 $32.8M Add +6.3%
AVEM Avantis Emerging Markets Eq 4.25% 332,081 $32.0M Add +3.7%
AVDE Avantis International Equity 3.93% 332,244 $29.6M Add +0.5%
DFSD Dimensional Short Duration 3.35% 528,603 $25.2M Add +9.2%
DFAE Dimensional Emerging Core Eq 2.34% 438,518 $17.6M Add +4.1%
AAPL Apple Inc. 1.54% 40,034 $11.6M Reduce -0.5%
IVV iShares Core S&P 500 ETF 1.53% 15,422 $11.5M Reduce -4.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.48% 32,349 $11.1M Reduce -1.7%
IEFA iShares Core MSCI Eafe ETF 1.43% 111,815 $10.8M Reduce -3.8%
DFCF Dimensional Core Fixed Inc. 1.41% 251,315 $10.6M Add +10.4%
DFEM Dimensional Emrg MRKT Core 1.38% 255,345 $10.4M Add +2.5%
DFAX Dimensional World Ex US Core 1.12% 229,431 $8.5M Add +2.3%
MSFT Microsoft Corp. 0.77% 15,538 $5.8M Reduce -0.9%
DFAT Dimensional US Target Value 0.69% 74,620 $5.2M Add +0.0%
AVUV Avantis US Small Cap Value 0.68% 40,882 $5.1M Add +0.7%
DFAS Dimensional US Small Cap ETF 0.67% 61,513 $5.1M Add +7.0%
VTI VG Morningstar TS MKT ETF-US 0.64% 13,069 $4.8M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 6,226 $4.6M Add +0.6%
GOOGL Alphabet Inc. Class A 0.58% 12,210 $4.4M Reduce -0.5%
DFAW Dimensional World Eqty ETF 0.56% 51,130 $4.2M Add +4.0%
LRCX Lam Research Corp. 0.54% 9,439 $4.1M Add +0.0%
AVIG Avantis Core Fixed Income 0.48% 87,837 $3.6M Add +0.5%
ITOT iShares Core S&P Total U.S. 0.47% 21,710 $3.6M Add +0.2%
AVGE Avantis All Eqty Mrkts ETF 0.42% 32,246 $3.2M Add +6.8%
AGG iShares Core U.S. Aggregate 0.41% 31,344 $3.1M Reduce -6.8%
REET iShares Global REIT ETF 0.40% 109,875 $3.0M Add +0.2%
GOOG Alphabet Inc. Class C 0.38% 8,037 $2.8M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 5,125 $2.6M Add +0.3%
COST Costco Wholesale Corp. 0.33% 2,664 $2.5M No change
VT Vanguard Tot World STK ETF 0.32% 15,380 $2.4M Add +1.0%
DFSV Dimensional US Small Cap Val 0.31% 60,341 $2.3M Reduce -0.2%
VCIT Vanguard Int-Term Corporate 0.31% 27,827 $2.3M Reduce -3.5%
JPM JPMorgan Chase & Co. 0.30% 6,997 $2.3M Add +0.0%
V Visa Inc. Class A 0.30% 6,654 $2.3M Add +0.3%
AVLV Avantis US Large Cap Value 0.30% 25,011 $2.3M Add +0.3%
VIG Vanguard Dividend Apprec ETF 0.30% 9,489 $2.2M Add +0.1%
DFLV Dim US Large Cap Value ETF 0.29% 55,493 $2.2M Reduce -4.7%
IWB iShares Russell 1000 ETF 0.29% 5,280 $2.2M Add +0.0%
IEMG iShares Core MSCI Emerging 0.28% 25,738 $2.1M Reduce -10.5%
DIHP Dimensional International Hi 0.27% 60,599 $2.1M Add +0.2%
DFGR Dim Global Real Estate ETF 0.27% 70,221 $2.0M Add +4.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.26% 7,969 $1.9M Add +0.1%
BSV Vanguard Short-Term Bond ETF 0.25% 24,109 $1.9M Add +0.5%
NVDA Nvidia Corp. 0.24% 9,042 $1.8M Reduce -10.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.23% 8,940 $1.8M Add +0.0%
AVDV Avantis Intl S/C Value ETF 0.23% 16,802 $1.7M Reduce -3.4%
AMZN Amazon.com Inc. 0.20% 6,297 $1.5M Reduce -20.9%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 4,816 $1.5M Reduce -1.2%
MA Mastercard Inc. Class A 0.19% 2,723 $1.4M Add +0.4%
AVSF Avantis Short-Term Fixed Inc. 0.19% 29,969 $1.4M Add +4.0%
DES Wisdomtree US Smallcap Divid 0.18% 33,778 $1.4M Reduce -1.2%
QQQ Invesco QQQ Trust Series 1 0.18% 1,847 $1.4M Add +5.4%
VXUS Vanguard Total Intl Stock 0.16% 14,434 $1.2M Reduce -1.7%
CINF Cincinnati Financial Corp. 0.16% 6,600 $1.2M No change
AVRE Avantis Real Estate ETF 0.16% 25,174 $1.2M Reduce -6.7%
IXUS iShares Core Intl Stock ETF 0.16% 12,497 $1.2M Add +0.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.15% 3,751 $1.1M No change
META Meta Platforms Inc. Class A 0.15% 2,008 $1.1M No change
EFA iShares MSCI Eafe ETF 0.15% 10,835 $1.1M Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.14% 13,334 $1.1M Reduce -1.6%
IJH iShares Core S&P Midcap ETF 0.14% 13,752 $1.1M Add +0.1%
VXF Vanguard Extended Market ETF 0.14% 4,285 $1.1M Add +0.5%
IJR iShares Core S&P Small-Cap E 0.14% 7,039 $1.0M Add +0.2%
IWM iShares Russell 2000 ETF 0.14% 3,395 $1.0M Add +0.1%
UNH Unitedhealth Group Inc. 0.13% 2,447 $1.0M Add +1.2%
SPLV Invesco S&P 500 Low Volatili 0.13% 13,106 $982K Add +0.2%
AVGO Broadcom Inc. 0.13% 2,580 $975K Reduce -7.9%
GLW Corning Inc. 0.13% 3,760 $961K Reduce -1.3%
APH Amphenol Corp. Class A 0.12% 5,220 $920K No change
SDY SS SPDR S&P Dividend ETF 0.12% 5,901 $898K Add +0.0%
VOO Vanguard S&P 500 ETF 0.12% 1,271 $873K Add +0.1%
DUHP Dimensional US High Profi Et 0.10% 18,733 $782K Add +0.0%
PRF Invesco Rafi US 1000 ETF 0.10% 14,453 $781K Add +0.1%
CTAS Cintas Corp. 0.10% 4,533 $771K Reduce -1.8%
BRK.A Berkshire Hathaway Inc. Class A 0.10% 1 $749K No change
HD Home Depot Inc. 0.09% 1,907 $673K No change
MCD McDonald's Corp. 0.08% 2,312 $625K No change
PG The Procter & Gamble Co. 0.08% 4,225 $620K Reduce -9.6%
WMT Walmart Inc. 0.08% 5,358 $607K Add +0.9%
PLD Prologis Inc. 0.08% 4,212 $571K No change
PAYX Paychex Inc. 0.08% 5,802 $570K Reduce -1.3%
GSLC Goldman Activebeta US LC ETF 0.07% 3,935 $558K No change
VGT Vanguard Info Tech ETF 0.07% 4,594 $549K Add +0.9%
VEA Vanguard Ftse Developed ETF 0.07% 7,649 $545K Add +0.3%
DISV Dimensional International SM 0.07% 13,497 $542K No change
CAT Caterpillar Inc. 0.07% 507 $540K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.07% 2,242 $534K No change
TMO Thermo Fisher Scientific Inc. 0.07% 1,021 $512K No change
IWD iShares Russell 1000 Value E 0.07% 2,033 $493K Reduce -5.6%
LOW Lowe's Cos Inc. 0.06% 2,169 $478K No change
AEP American Electric Power 0.06% 3,440 $471K Add +0.3%
GS Goldman Sachs Group Inc. 0.06% 464 $469K No change
JCI Johnson Controls Internation 0.06% 3,156 $461K Add +0.3%
XEL Xcel Energy Inc. 0.06% 5,592 $449K No change
PNC PNC Financial Services Group 0.06% 1,743 $429K Add +18.3%
VDE Vanguard Energy ETF 0.06% 2,789 $419K Reduce -2.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 4,815 $415K No change
VCSH Vanguard S/T Corp. Bond ETF 0.05% 5,144 $407K No change
JNJ Johnson & Johnson 0.05% 1,580 $401K Add +0.1%
VONG Vanguard Russell 1000 Growth 0.05% 3,127 $400K No change
MKC McCormick & Co.-Non VTG SHRS 0.05% 7,737 $390K No change
BAC Bank of America Corp. 0.05% 6,697 $382K Reduce -2.9%
FENI Fidelity Enhanced Intl ETF 0.05% 9,336 $375K Add +0.5%
DFIP Dimensional Inflation-Protec 0.05% 9,063 $374K Add +1.5%
RSP Invesco S&P 500 Equal Weight 0.05% 1,749 $372K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 11,892 $370K Add +0.4%
ISTB iShares Core 1-5 Year Usd Bo 0.05% 7,452 $360K Add +0.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 7,765 $358K Add +0.3%
LLY Eli Lilly & Co. 0.05% 296 $355K No change
KO The Coca-Cola Co. 0.05% 4,293 $349K Add +0.5%
AWK American Water Works Co. Inc. 0.05% 2,593 $341K No change
PHM Pultegroup Inc. 0.05% 2,480 $340K No change
IUSV iShares Core S&P U.S. Value 0.04% 3,083 $340K Add +0.1%
TXT Textron Inc. 0.04% 3,691 $339K Add +0.0%
ABBV Abbvie Inc. 0.04% 1,327 $334K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.04% 3,680 $324K No change
MTUM iShares MSCI USA Momentum Fa 0.04% 941 $322K Add +0.1%
ES Eversource Energy 0.04% 4,262 $308K Reduce -5.6%
XLC SS Comm Select Sector SPDR 0.04% 2,856 $306K Add +0.0%
AVSC Avantis US Small Cap Equity 0.04% 4,074 $299K Reduce -10.2%
BIP Brookfield Infrastructure Pa 0.04% 8,182 $299K No change
IYY iShares Dow Jones U.S. ETF 0.04% 1,636 $298K No change
AIZ Assurant Inc. 0.04% 1,110 $298K No change
EW Edwards Lifesciences Corp. 0.04% 3,162 $286K No change
SBUX Starbucks Corp. 0.04% 2,787 $285K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 773 $283K Add +0.1%
IWF iShares Russell 1000 Growth 0.04% 2,254 $280K No change
MDLZ Mondelez International Inc. Class A 0.04% 4,819 $279K Add +0.2%
NOC Northrop Grumman Corp. 0.04% 542 $276K No change
MKC.V McCormick & Co. Inc. VTG Com 0.04% 5,376 $271K No change
VNQ Vanguard Real Estate ETF 0.04% 2,781 $268K Add +0.3%
NNN NNN REIT Inc. 0.04% 5,744 $267K No change
HCA HCA Healthcare Inc. 0.03% 676 $263K No change
FDIG Fidelity Crypto Indu & DGTL 0.03% 6,052 $259K New
CSCO Cisco Systems Inc. 0.03% 2,194 $258K New
SYY Sysco Corp. 0.03% 3,081 $258K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 912 $256K Reduce -16.2%
DFAR Dimensional US Real Est ETF 0.03% 9,700 $254K Add +0.3%
VWO Vanguard Ftse Emerging Marke 0.03% 4,240 $253K Reduce -1.3%
ATO Atmos Energy Corp. 0.03% 1,455 $251K No change
ACWI iShares MSCI Acwi ETF 0.03% 1,563 $245K No change
VLO Valero Energy Corp. 0.03% 940 $245K No change
TSLA Tesla Inc. 0.03% 581 $244K Add +3.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 2,115 $240K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.03% 1,448 $237K No change
BX Blackstone Inc. 0.03% 1,996 $235K No change
IJK iShares S&P Mid-Cap 400 Grow 0.03% 1,960 $230K New
LIN Linde PLC 0.03% 442 $229K No change
MTD Mettler-Toledo International 0.03% 171 $218K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,436 $218K Add +1.2%
ESGU iShares ESG Aware MSCI USA 0.03% 1,318 $216K New
DFUV Dimensional US Marketwide Va 0.03% 3,729 $205K New
LAMR Lamar Advertising Co. Class A 0.03% 1,290 $201K New

Portfolio Sells Q1 2026 → Q2 2026
IEFA iShares Core MSCI Eafe ETF Reduce -3.8% 1.43% −0.15
MSFT Microsoft Corp. Reduce -0.9% 0.77% −0.11
AGG iShares Core U.S. Aggregate Reduce -6.8% 0.41% −0.09
IVV iShares Core S&P 500 ETF Reduce -4.5% 1.53% −0.06
VCIT Vanguard Int-Term Corporate Reduce -3.5% 0.31% −0.05
AMZN Amazon.com Inc. Reduce -20.9% 0.20% −0.05
CEG Constellation Energy Sold out 0.00% −0.04
AVDV Avantis Intl S/C Value ETF Reduce -3.4% 0.23% −0.03
ZTS Zoetis Inc. Sold out 0.00% −0.03
NVDA Nvidia Corp. Reduce -10.3% 0.24% −0.03
DFLV Dim US Large Cap Value ETF Reduce -4.7% 0.29% −0.02
AVRE Avantis Real Estate ETF Reduce -6.7% 0.16% −0.02
IEMG iShares Core MSCI Emerging Reduce -10.5% 0.28% −0.02
PG The Procter & Gamble Co. Reduce -9.6% 0.08% −0.02
VDE Vanguard Energy ETF Reduce -2.6% 0.06% −0.02
CTAS Cintas Corp. Reduce -1.8% 0.10% −0.02
DFSV Dimensional US Small Cap Val Reduce -0.2% 0.31% −0.01
VXUS Vanguard Total Intl Stock Reduce -1.7% 0.16% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -1.7% 1.48% −0.01
ES Eversource Energy Reduce -5.6% 0.04% −0.01
PAYX Paychex Inc. Reduce -1.3% 0.08% −0.01
IBM Intl Business Machines Corp. Reduce -16.2% 0.03% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.6% 0.14% −0.00
IWD iShares Russell 1000 Value E Reduce -5.6% 0.07% −0.00
AVSC Avantis US Small Cap Equity Reduce -10.2% 0.04% −0.00
DES Wisdomtree US Smallcap Divid Reduce -1.2% 0.18% −0.00
AAPL Apple Inc. Reduce -0.5% 1.54% −0.00
AVGO Broadcom Inc. Reduce -7.9% 0.13% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.3% 0.03% −0.00
BAC Bank of America Corp. Reduce -2.9% 0.05% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.2% 0.19% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 0.64% +0.01
GOOGL Alphabet Inc. Class A Reduce -0.5% 0.58% +0.05
GLW Corning Inc. Reduce -1.3% 0.13% +0.05

Portfolio Buys Q1 2026 → Q2 2026
AVEM Avantis Emerging Markets Eq Add +3.7% 4.25% +0.36
DFAC Dimensional US Core Equity 2 Add +2.0% 13.11% +0.32
DCOR Dimensional US Core Eq 1 ETF Add +6.7% 4.92% +0.31
AVUS Avantis U.S. Equity ETF Add +1.2% 10.93% +0.28
LRCX Lam Research Corp. Add +0.0% 0.54% +0.24
DFAE Dimensional Emerging Core Eq Add +4.1% 2.34% +0.19
DFUS Dimensional US Eq MKT ETF Add +1.2% 4.99% +0.14
DFAU Dimensional US Core Equity M Add +1.2% 6.06% +0.12
DFEM Dimensional Emrg MRKT Core Add +2.5% 1.38% +0.08
DFAS Dimensional US Small Cap ETF Add +7.0% 0.67% +0.06
UNH Unitedhealth Group Inc. Add +1.2% 0.13% +0.04
FDIG Fidelity Crypto Indu & DGTL New 0.03% +0.03
CSCO Cisco Systems Inc. New 0.03% +0.03
TROW T Rowe Price Group Inc. New 0.03% +0.03
IJK iShares S&P Mid-Cap 400 Grow New 0.03% +0.03
GOOG Alphabet Inc. Class C Add +0.1% 0.38% +0.03
ESGU iShares ESG Aware MSCI USA New 0.03% +0.03
QQQ Invesco QQQ Trust Series 1 Add +5.4% 0.18% +0.03
DFUV Dimensional US Marketwide Va New 0.03% +0.03
LAMR Lamar Advertising Co. Class A New 0.03% +0.03
AVGE Avantis All Eqty Mrkts ETF Add +6.8% 0.42% +0.02
DFAW Dimensional World Eqty ETF Add +4.0% 0.56% +0.01
VGT Vanguard Info Tech ETF Add +0.9% 0.07% +0.01
PNC PNC Financial Services Group Add +18.3% 0.06% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.62% +0.01
MTUM iShares MSCI USA Momentum Fa Add +0.1% 0.04% +0.01
IWM iShares Russell 2000 ETF Add +0.1% 0.14% +0.01
ITOT iShares Core S&P Total U.S. Add +0.2% 0.47% +0.01
VXF Vanguard Extended Market ETF Add +0.5% 0.14% +0.01
IJR iShares Core S&P Small-Cap E Add +0.2% 0.14% +0.01
IWB iShares Russell 1000 ETF Add +0.0% 0.29% +0.00
VT Vanguard Tot World STK ETF Add +1.0% 0.32% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.1% 0.04% +0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.12% +0.00
TSLA Tesla Inc. Add +3.6% 0.03% +0.00
IJH iShares Core S&P Midcap ETF Add +0.1% 0.14% +0.00
AVUV Avantis US Small Cap Value Add +0.7% 0.68% +0.00
V Visa Inc. Class A Add +0.3% 0.30% +0.00
PRF Invesco Rafi US 1000 ETF Add +0.1% 0.10% +0.00
DFGR Dim Global Real Estate ETF Add +4.2% 0.27% −0.00
DUHP Dimensional US High Profi Et Add +0.0% 0.10% −0.00
AVLV Avantis US Large Cap Value Add +0.3% 0.30% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.05% −0.00
DFAR Dimensional US Real Est ETF Add +0.3% 0.03% −0.00
JCI Johnson Controls Internation Add +0.3% 0.06% −0.00
VEA Vanguard Ftse Developed ETF Add +0.3% 0.07% −0.00
VNQ Vanguard Real Estate ETF Add +0.3% 0.04% −0.00
FENI Fidelity Enhanced Intl ETF Add +0.5% 0.05% −0.00
IUSV iShares Core S&P U.S. Value Add +0.1% 0.04% −0.00
KO The Coca-Cola Co. Add +0.5% 0.05% −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