Filed: 1/21/2026ACC: 0001085146-26-000096
📋 What this filing means
SC&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $646.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
159
Positions
$646.36M
Total AUM (reported)
10.66M
Total Shares
Allocation by class
US CORE EQUITY 2$86.04M13.3%
US EQT ETF$70.18M10.9%
COM$45.34M7.0%
US CORE EQT MKT$39.44M6.1%
INTL CORE EQT MK$34.31M5.3%
US EQUITY MARKET$32.51M5.0%
INTL CORE EQUITY$32.41M5.0%
Portfolio Concentration
Top 3$195.66M30.3%
4–10$208.08M32.2%
11–25$126.56M19.6%
Rest$116.06M18.0%
Top 3 weight
30.3%
Top 10 weight
62.5%
Voting Authority Distribution
Total shares with voting rights: 10.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole159
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings159
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.17M
TypeSH
Market value$86.04M
13.31%
Sole
0.00
Shared
0.00
None
2.17M
AMERICAN CENTY ETF TR
SOLEShares627.80K
TypeSH
Market value$70.18M
10.86%
Sole
0.00
Shared
0.00
None
627.80K
DIMENSIONAL ETF TRUST
SOLEShares842.79K
TypeSH
Market value$39.44M
6.10%
Sole
0.00
Shared
0.00
None
842.79K
DIMENSIONAL ETF TRUST
SOLEShares900.26K
TypeSH
Market value$34.31M
5.31%
Sole
0.00
Shared
0.00
None
900.26K
DIMENSIONAL ETF TRUST
SOLEShares438.28K
TypeSH
Market value$32.51M
5.03%
Sole
0.00
Shared
0.00
None
438.28K
DIMENSIONAL ETF TRUST
SOLEShares940.57K
TypeSH
Market value$32.41M
5.01%
Sole
0.00
Shared
0.00
None
940.57K
DIMENSIONAL ETF TRUST
SOLEShares404.29K
TypeSH
Market value$29.77M
4.61%
Sole
0.00
Shared
0.00
None
404.29K
AMERICAN CENTY ETF TR
SOLEShares331.83K
TypeSH
Market value$27.32M
4.23%
Sole
0.00
Shared
0.00
None
331.83K
DIMENSIONAL ETF TRUST
SOLEShares539.15K
TypeSH
Market value$27.31M
4.22%
Sole
0.00
Shared
0.00
None
539.15K
AMERICAN CENTY ETF TR
SOLEShares317.63K
TypeSH
Market value$24.46M
3.78%
Sole
0.00
Shared
0.00
None
317.63K
DIMENSIONAL ETF TRUST
SOLEShares425.47K
TypeSH
Market value$20.40M
3.16%
Sole
0.00
Shared
0.00
None
425.47K
DIMENSIONAL ETF TRUST
SOLEShares406.51K
TypeSH
Market value$13.24M
2.05%
Sole
0.00
Shared
0.00
None
406.51K
ISHARES TR
SOLEShares16.34K
TypeSH
Market value$11.20M
1.73%
Sole
0.00
Shared
0.00
None
16.34K
APPLE INC
SOLEShares40.47K
TypeSH
Market value$11.00M
1.70%
Sole
0.00
Shared
0.00
None
40.47K
ISHARES TR
SOLEShares119.07K
TypeSH
Market value$10.65M
1.65%
Sole
0.00
Shared
0.00
None
119.07K
VANGUARD INDEX FDS
SOLEShares26.85K
TypeSH
Market value$8.45M
1.31%
Sole
0.00
Shared
0.00
None
26.85K
DIMENSIONAL ETF TRUST
SOLEShares197.72K
TypeSH
Market value$8.42M
1.30%
Sole
0.00
Shared
0.00
None
197.72K
DIMENSIONAL ETF TRUST
SOLEShares241.42K
TypeSH
Market value$7.99M
1.24%
Sole
0.00
Shared
0.00
None
241.42K
MICROSOFT CORP
SOLEShares16.01K
TypeSH
Market value$7.74M
1.20%
Sole
0.00
Shared
0.00
None
16.01K
DIMENSIONAL ETF TRUST
SOLEShares188.22K
TypeSH
Market value$6.16M
0.95%
Sole
0.00
Shared
0.00
None
188.22K
DIMENSIONAL ETF TRUST
SOLEShares76.22K
TypeSH
Market value$4.54M
0.70%
Sole
0.00
Shared
0.00
None
76.22K
VANGUARD INDEX FDS
SOLEShares13.13K
TypeSH
Market value$4.40M
0.68%
Sole
0.00
Shared
0.00
None
13.13K
SPDR S&P 500 ETF TR
SOLEShares6.18K
TypeSH
Market value$4.22M
0.65%
Sole
0.00
Shared
0.00
None
6.18K
AMERICAN CENTY ETF TR
SOLEShares41.08K
TypeSH
Market value$4.19M
0.65%
Sole
0.00
Shared
0.00
None
41.08K
DIMENSIONAL ETF TRUST
SOLEShares56.93K
TypeSH
Market value$3.97M
0.61%
Sole
0.00
Shared
0.00
None
56.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.17M | SH | $86.04M 13.31% | 0.00 | 0.00 | 2.17M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 627.80K | SH | $70.18M 10.86% | 0.00 | 0.00 | 627.80K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 842.79K | SH | $39.44M 6.10% | 0.00 | 0.00 | 842.79K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 900.26K | SH | $34.31M 5.31% | 0.00 | 0.00 | 900.26K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 438.28K | SH | $32.51M 5.03% | 0.00 | 0.00 | 438.28K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 940.57K | SH | $32.41M 5.01% | 0.00 | 0.00 | 940.57K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 404.29K | SH | $29.77M 4.61% | 0.00 | 0.00 | 404.29K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 331.83K | SH | $27.32M 4.23% | 0.00 | 0.00 | 331.83K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 539.15K | SH | $27.31M 4.22% | 0.00 | 0.00 | 539.15K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 317.63K | SH | $24.46M 3.78% | 0.00 | 0.00 | 317.63K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 425.47K | SH | $20.40M 3.16% | 0.00 | 0.00 | 425.47K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 406.51K | SH | $13.24M 2.05% | 0.00 | 0.00 | 406.51K |
ISHARES TRSOLE | CORE S&P500 ETF | 16.34K | SH | $11.20M 1.73% | 0.00 | 0.00 | 16.34K |
APPLE INCSOLE | COM | 40.47K | SH | $11.00M 1.70% | 0.00 | 0.00 | 40.47K |
ISHARES TRSOLE | CORE MSCI EAFE | 119.07K | SH | $10.65M 1.65% | 0.00 | 0.00 | 119.07K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 26.85K | SH | $8.45M 1.31% | 0.00 | 0.00 | 26.85K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 197.72K | SH | $8.42M 1.30% | 0.00 | 0.00 | 197.72K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 241.42K | SH | $7.99M 1.24% | 0.00 | 0.00 | 241.42K |
MICROSOFT CORPSOLE | COM | 16.01K | SH | $7.74M 1.20% | 0.00 | 0.00 | 16.01K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 188.22K | SH | $6.16M 0.95% | 0.00 | 0.00 | 188.22K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 76.22K | SH | $4.54M 0.70% | 0.00 | 0.00 | 76.22K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.13K | SH | $4.40M 0.68% | 0.00 | 0.00 | 13.13K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.18K | SH | $4.22M 0.65% | 0.00 | 0.00 | 6.18K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 41.08K | SH | $4.19M 0.65% | 0.00 | 0.00 | 41.08K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 56.93K | SH | $3.97M 0.61% | 0.00 | 0.00 | 56.93K |
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