Sc&H Financial Advisors, Inc. Portfolio Holdings

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.