Sc&H Financial Advisors, Inc. Portfolio Holdings

Sc&H Financial Advisors, Inc.

$567 Million
Q4 2025

Sc&H Financial Advisors, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $567 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $84M, American Centy ETF Tr Avantis with a value of $68.5M, Dimensional ETF Tr with a value of $38.7M, Dimensional ETF Tr with a value of $33.4M, and Dimensional ETF Tr U S Equity with a value of $32M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $548M to 567M.

Sc&H Financial Advisors, Inc. is based out at Sparks, MD

Below you can find more details about Sc&H Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $567 Million

ETFs: $498 Million

Technology: $23.4 Million

Financial Services: $11.1 Million

Communication Services: $6.81 Million

Consumer Defensive: $5.02 Million

Consumer Cyclical: $4.44 Million

Healthcare: $3.49 Million

Industrials: $2.76 Million

Other: $3.13 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$84 Million 14.81% of portfolio	2,173,247	Q4 2025 Added 2.24%
AVUS American Centy ETF Tr Avantis ETFs	$0	$68.5 Million 12.08% of portfolio	627,798	Q4 2025 Reduced 1.59%
DFAU Dimensional ETF Tr ETFs	$0	$38.7 Million 6.83% of portfolio	842,788	Q4 2025 Added 3.59%
DFAI Dimensional ETF Tr ETFs	$0	$33.4 Million 5.89% of portfolio	900,258	Q4 2025 Added 5.51%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$32 Million 5.64% of portfolio	438,278	Q4 2025 Added 1.76%
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$31.4 Million 5.54% of portfolio	940,566	Q4 2025 Added 3.13%
AVDE American Centy ETF Tr Avantis ETFs	$0	$26.6 Million 4.7% of portfolio	331,828	Q4 2025 Reduced 2.95%
AVEM American Centy ETF Tr Avantis ETFs	$0	$24.6 Million 4.35% of portfolio	317,635	Q4 2025 Added 1.02%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$20.5 Million 3.62% of portfolio	425,472	Q4 2025 Added 34.18%

DFAE Dimensional ETF Tr ETFs	$0	$13.2 Million 2.33% of portfolio	406,509	Q4 2025 Added 2.12%
IVV Ishares Core S&P 500 ETF ETFs	$0	$11 Million 1.95% of portfolio	16,345	Q4 2025 Reduced 5.35%
AAPL Apple Inc. Technology	$4.3T	$10.8 Million 1.91% of portfolio	40,473	Q4 2025 Added 7.97%
IEFA Ishares Tr ETFs	$0	$10.6 Million 1.86% of portfolio	119,068	Q4 2025 Reduced 0.65%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$8.45 Million 1.49% of portfolio	197,721	Q4 2025 Added 55.9%
VV Vanguard Large Cap ETF ETFs	$0	$8.33 Million 1.47% of portfolio	26,846	Q4 2025 Reduced 23.07%
MSFT Microsoft Corp Technology	$3.78T	$8.12 Million 1.43% of portfolio	16,010	Q4 2025 Reduced 0.49%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$7.99 Million 1.41% of portfolio	241,423	Q4 2025 Added 7.97%
DFAX Dimensional ETF Tr	$0	$6.03 Million 1.06% of portfolio	188,224	Q4 2025 Reduced 1.0%

DFAT Dimensional ETF Tr U S Target ETFs	$0	$4.34 Million 0.77% of portfolio	76,218	Q4 2025 Reduced 1.3%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.33 Million 0.76% of portfolio	13,133	Q4 2025 Added 10.62%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.12 Million 0.73% of portfolio	6,185	Q4 2025 Added 7.88%
AVUV American Centy ETF Tr Avantis ETFs	$0	$4.01 Million 0.71% of portfolio	41,081	Q4 2025 Reduced 1.71%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$3.82 Million 0.67% of portfolio	56,928	Q4 2025 Added 2.17%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$3.28 Million 0.58% of portfolio	22,389	Q4 2025 Reduced 1.41%
GOOGL Alphabet Inc. Communication Services	$1.65T	$3.29 Million 0.58% of portfolio	11,905	Q4 2025 Reduced 10.01%
AVIG American Centy ETF Tr Avantis ETFs	$0	$3.11 Million 0.55% of portfolio	74,233	Q4 2025 Added 7.83%
REET Ishares Global Reit ETF ETFs	$0	$2.89 Million 0.51% of portfolio	114,781	Q4 2025 Reduced 6.03%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.89 Million 0.51% of portfolio	28,855	Q4 2025 Added 9.37%
COST Costco Wholesale Corp Consumer Defensive	$404B	$2.43 Million 0.43% of portfolio	2,664	Q4 2025 Added 0.3%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.42 Million 0.43% of portfolio	28,956	Q4 2025 Reduced 3.09%
GOOG Alphabet Inc. Communication Services	$1.74T	$2.3 Million 0.41% of portfolio	8,065	Q4 2025 Reduced 12.5%
VT Vanguard Total World Stk Index ETFs	$0	$2.16 Million 0.38% of portfolio	15,486	Q4 2025 Added 5.07%
JPM Jpmorgan Chase & CO Financial Services	$881B	$2.1 Million 0.37% of portfolio	6,995	Q4 2025 Added 1.03%
V Visa Inc. Financial Services	$533B	$2 Million 0.35% of portfolio	6,151	Q3 2025 Reduced 2.13%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.94 Million 0.34% of portfolio	5,276	Q4 2025 Added 0.06%
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$1.88 Million 0.33% of portfolio	60,454	Q4 2025 Added 1.88%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.88 Million 0.33% of portfolio	23,881	Q4 2025 Reduced 5.41%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$1.71 Million 0.3% of portfolio	54,479	Q4 2025 Reduced 39.89%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.73 Million 0.3% of portfolio	9,479	Q4 2025 Added 0.18%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.63 Million 0.29% of portfolio	7,949	Q4 2025 Added 8.52%
NVDA Nvidia Corp Technology	$465B	$1.64 Million 0.29% of portfolio	8,786	Q4 2025 Added 10.98%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.57 Million 0.28% of portfolio	17,386	Q4 2025 Reduced 0.3%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.55 Million 0.27% of portfolio	8,931	Q4 2025 Added 7.18%
IEMG Ishares Inc ETFs	$0	$1.55 Million 0.27% of portfolio	28,813	Q4 2025 Added 1.34%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.54 Million 0.27% of portfolio	6,559	Q4 2025 Added 25.41%
MA Mastercard Inc Financial Services	$512B	$1.46 Million 0.26% of portfolio	2,713	Q4 2025 Reduced 4.91%
AVLV American Centy ETF Tr Avantis	$0	$1.38 Million 0.24% of portfolio	18,999	Q4 2025 Reduced 19.19%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.34 Million 0.24% of portfolio	2,630	Q4 2025 Added 0.54%
AVRE American Centy ETF Tr Avantis	$0	$1.29 Million 0.23% of portfolio	29,338	Q4 2025 Added 2.17%
META Meta Platforms, Inc. Communication Services	$1.37T	$1.22 Million 0.22% of portfolio	2,002	Q4 2025 Added 8.33%

Summary

Portfolio
No. of Stocks 159
Current Value $567 Million
Prior Value $548 Million
Filing
Period Q4 2025
Filing Date January 20, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 15 stocks
Additional Purchases 76 stocks
Sold out of 0 stocks
Reduced holdings in 43 stocks

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Sc&H Financial Advisors, Inc. Portfolio Holdings