SC&H Financial Advisors, Inc.
CIK: 0001907898SEC EDGAR →
Portfolio Value
$646.4M
Holdings
159
As of
Q4 2025
New Positions
159
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,173,247 | $86.0M | 13.31% |
| 2 | AMERICAN CENTY ETF TR | 627,798 | $70.2M | 10.86% |
| 3 | DIMENSIONAL ETF TRUST | 842,788 | $39.4M | 6.10% |
| 4 | DIMENSIONAL ETF TRUST | 900,258 | $34.3M | 5.31% |
| 5 | DIMENSIONAL ETF TRUST | 438,278 | $32.5M | 5.03% |
| 6 | DIMENSIONAL ETF TRUST | 940,566 | $32.4M | 5.01% |
| 7 | DIMENSIONAL ETF TRUST | 404,292 | $29.8M | 4.61% |
| 8 | AMERICAN CENTY ETF TR | 331,828 | $27.3M | 4.23% |
| 9 | DIMENSIONAL ETF TRUST | 539,150 | $27.3M | 4.22% |
| 10 | AMERICAN CENTY ETF TR | 317,635 | $24.5M | 3.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (159)
$86.0M · 2.2M shares
$70.2M · 628K shares
$39.4M · 843K shares
$34.3M · 900K shares
$32.5M · 438K shares
$32.4M · 941K shares
$29.8M · 404K shares
$27.3M · 332K shares
$27.3M · 539K shares
$24.5M · 318K shares
$20.4M · 425K shares
$13.2M · 407K shares
$11.2M · 16K shares
$11.0M · 40K shares
$10.7M · 119K shares
$8.5M · 27K shares
$8.4M · 198K shares
$8.0M · 241K shares
$7.7M · 16K shares
$6.2M · 188K shares
$4.5M · 76K shares
$4.4M · 13K shares
$4.2M · 6K shares
$4.2M · 41K shares
$4.0M · 57K shares
$3.7M · 12K shares
$3.3M · 22K shares
$3.2M · 43K shares
$3.1M · 74K shares
$2.9M · 29K shares
$2.9M · 115K shares
$2.5M · 8K shares
$2.4M · 29K shares
$2.4M · 28K shares
$2.3M · 3K shares
$2.3M · 7K shares
$2.2M · 15K shares
$2.2M · 6K shares
$2.1M · 9K shares
$2.0M · 5K shares
$1.9M · 29K shares
$1.9M · 60K shares
$1.9M · 24K shares
$1.8M · 54K shares
$1.7M · 65K shares
$1.7M · 8K shares
$1.6M · 9K shares
$1.6M · 17K shares
$1.6M · 9K shares
$1.6M · 9K shares
$1.5M · 3K shares
$1.5M · 7K shares
$1.5M · 44K shares
$1.4M · 19K shares
$1.3M · 3K shares
$1.3M · 2K shares
$1.3M · 29K shares
$1.3M · 5K shares
$1.2M · 16K shares
$1.2M · 35K shares
$1.1M · 7K shares
$1.0M · 12K shares
$1.0M · 4K shares
$1.0M · 2K shares
$1.0M · 11K shares
$983K · 3K shares
$981K · 14K shares
$969K · 3K shares
$918K · 20K shares
$905K · 14K shares
$886K · 4K shares
$868K · 5K shares
$845K · 7K shares
$841K · 3K shares
$820K · 6K shares
$797K · 2K shares
$778K · 1K shares
$754K · 1 shares
$736K · 19K shares
$706K · 2K shares
$705K · 5K shares
$696K · 6K shares
$678K · 5K shares
$676K · 14K shares
$656K · 2K shares
$650K · 6K shares
$607K · 3K shares
$591K · 1K shares
$537K · 4K shares
$526K · 8K shares
$520K · 4K shares
$512K · 13K shares
$476K · 8K shares
$451K · 2K shares
$451K · 2K shares
$428K · 568 shares
$413K · 6K shares
$410K · 5K shares
$407K · 463 shares
$404K · 7K shares
$393K · 3K shares
$391K · 802 shares
$380K · 3K shares
$375K · 3K shares
$371K · 9K shares
$365K · 5K shares
$360K · 3K shares
$359K · 7K shares
$359K · 8K shares
$338K · 3K shares
$338K · 9K shares
$336K · 3K shares
$336K · 815 shares
$335K · 2K shares
$331K · 4K shares
$326K · 2K shares
$322K · 1K shares
$321K · 12K shares
$321K · 4K shares
$317K · 3K shares
$315K · 676 shares
$313K · 2K shares
$310K · 879 shares
$308K · 541 shares
$303K · 1K shares
$303K · 5K shares
$298K · 4K shares
$290K · 2K shares
$290K · 507 shares
$284K · 8K shares
$282K · 263 shares
$271K · 2K shares
$269K · 3K shares
$267K · 1K shares
$266K · 563 shares
$266K · 5K shares
$265K · 758 shares
$261K · 975 shares
$244K · 1K shares
$244K · 3K shares
$243K · 1K shares
$238K · 171 shares
$235K · 524 shares
$235K · 939 shares
$234K · 3K shares
$233K · 772 shares
$232K · 6K shares
$230K · 4K shares
$227K · 6K shares
$227K · 3K shares
$223K · 862 shares
$221K · 2K shares
$220K · 10K shares
$217K · 1K shares
$216K · 2K shares
$215K · 2K shares
$215K · 941 shares
$214K · 4K shares
$204K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $581.2M | 89.9% |
| Technology | 10 | $24.9M | 3.8% |
| Unknown | 8 | $15.6M | 2.4% |
| Communication Services | 3 | $7.6M | 1.2% |
| Consumer Cyclical | 8 | $4.5M | 0.7% |
| Consumer Defensive | 6 | $4.4M | 0.7% |
| Healthcare | 10 | $3.6M | 0.5% |
| Utilities | 6 | $1.9M | 0.3% |
| Industrials | 5 | $1.9M | 0.3% |
| Real Estate | 2 | $764K | 0.1% |