13F holdings · Q3 2026

SC&H Financial Advisors

Hunt Valley, MD · files as SC&H Financial Advisors, Inc.

Holdings as of Sep 30, 2026Filed Oct 14, 2026Next filing due Feb 15, 2027CIK 1907898

SC&H Financial Advisors reported 158 stocks worth $722M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are Dimensional ETF Trust (13.9%), AVUS (11.6%) and DFAU (6.6%). Compared with Q2 2026, the fund added to AVUS, DFAU and DFAI, trimmed AVDE, AAPL and IVV and sold out of TJX and LAMR.

Reported value$722M−4.2% vs last quarter

Stocks held1584 new · 6 sold out

Top 5 weight43.0%fairly concentrated

Turnover8%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	DIMENSIONAL ETF TRUST	$101M	13.9%	2.3M	+34K (+2%)		8 of 8
2	AVUS Avantis U.s. Equity ETF	$83.6M	11.6%	653K	+9,211 (+1%)		8 of 8
3	DFAU Dimensional ETF Trust	$47.8M	6.6%	913K	+30K (+3%)		8 of 8
4	DFAI Dimensional Intern Core	$39.7M	5.5%	958K	+5,541 (+1%)		8 of 8
5	DFUS Dimensional US Equity Market ETF	$39M	5.4%	470K	+10K (+2%)		8 of 8
6	DFIC Dimensional Intern Core	$38.6M	5.3%	1M	+18K (+2%)		8 of 8
7	DUSB Dimensnl Ultrashrt Fixed	$35.3M	4.9%	699K	+53K (+8%)		8 of 8
8	AVEM American Centy ETF TR	$31.6M	4.4%	336K	+3,522 (+1%)		8 of 8
9	AVDE American Centy ETF TR	$29.7M	4.1%	329K	−2,866 (−1%)		8 of 8
10	DFSD Dimensional Shrt Drt Fxd	$26.2M	3.6%	564K	+35K (+7%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 148 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
DIMENSIONAL ETF TRUST	$37.1M	452K
DIMENSIONAL ETF TRUST	$2.3M	60K
DIMENSIONAL ETF TRUST	$782K	19K
DIMENSIONAL US REAL	$254K	9,700
TJX Tjx Cos Inc New	$218K	1,436

🔒 Free account: see all 6.

Reported value

last 8 quarters

$484MQ4 '24

$508MQ1 '25

$586MQ2 '25

$613MQ3 '25

$646MQ4 '25

$663MQ1 '26

$754MQ2 '26

$722MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 14, 2026	13F-HR	Q3 2026	SEC filing ↗

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SC&H Financial Advisors 13F FAQ

What does SC&H Financial Advisors own?

SC&H Financial Advisors reported 158 stocks worth $722M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are Dimensional ETF Trust (13.9%), AVUS (11.6%) and DFAU (6.6%). The table above lists every position in the filing (the top 10 without an account).

What did SC&H Financial Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 4 new positions, 44 added to, 43 trimmed and 6 sold out. It sold all of TJX and LAMR.

When will SC&H Financial Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is SC&H Financial Advisors's portfolio worth?

The Q3 2026 filing reports $722M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.