Filed: 4/23/2026ACC: 0001907898-26-000002
📋 What this filing means
SC&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $663.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$663.23M
Total AUM (reported)
11.06M
Total Shares
Allocation by class
US CORE EQUITY 2$84.87M12.8%
US EQT ETF$70.69M10.7%
COM$41.88M6.3%
US CORE EQT MKT$39.40M5.9%
INTL CORE EQT MK$36.32M5.5%
INTL CORE EQUITY$34.24M5.2%
US EQUITY MARKET$32.20M4.9%
Portfolio Concentration
Top 3$194.96M29.4%
4–10$217.98M32.9%
11–25$131.65M19.8%
Rest$118.64M17.9%
Top 3 weight
29.4%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 11.06M
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
11.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole155
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings155
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.18M
TypeSH
Market value$84.87M
12.80%
Sole
0.00
Shared
0.00
None
2.18M
AMERICAN CENTY ETF TR
SOLEShares635.79K
TypeSH
Market value$70.69M
10.66%
Sole
0.00
Shared
0.00
None
635.79K
DIMENSIONAL ETF TRUST
SOLEShares873.26K
TypeSH
Market value$39.40M
5.94%
Sole
0.00
Shared
0.00
None
873.26K
DIMENSIONAL ETF TRUST
SOLEShares932.17K
TypeSH
Market value$36.32M
5.48%
Sole
0.00
Shared
0.00
None
932.17K
DIMENSIONAL ETF TRUST
SOLEShares963.80K
TypeSH
Market value$34.24M
5.16%
Sole
0.00
Shared
0.00
None
963.80K
DIMENSIONAL ETF TRUST
SOLEShares454.17K
TypeSH
Market value$32.20M
4.86%
Sole
0.00
Shared
0.00
None
454.17K
DIMENSIONAL ETF TRUST
SOLEShares607.35K
TypeSH
Market value$30.80M
4.64%
Sole
0.00
Shared
0.00
None
607.35K
DIMENSIONAL ETF TRUST
SOLEShares423.92K
TypeSH
Market value$30.56M
4.61%
Sole
0.00
Shared
0.00
None
423.92K
AMERICAN CENTY ETF TR
SOLEShares330.71K
TypeSH
Market value$28.06M
4.23%
Sole
0.00
Shared
0.00
None
330.71K
AMERICAN CENTY ETF TR
SOLEShares320.13K
TypeSH
Market value$25.80M
3.89%
Sole
0.00
Shared
0.00
None
320.13K
DIMENSIONAL ETF TRUST
SOLEShares484.19K
TypeSH
Market value$23.18M
3.50%
Sole
0.00
Shared
0.00
None
484.19K
DIMENSIONAL ETF TRUST
SOLEShares421.26K
TypeSH
Market value$14.26M
2.15%
Sole
0.00
Shared
0.00
None
421.26K
ISHARES TR
SOLEShares16.15K
TypeSH
Market value$10.55M
1.59%
Sole
0.00
Shared
0.00
None
16.15K
ISHARES TR
SOLEShares116.28K
TypeSH
Market value$10.53M
1.59%
Sole
0.00
Shared
0.00
None
116.28K
APPLE INC
SOLEShares40.22K
TypeSH
Market value$10.21M
1.54%
Sole
0.00
Shared
0.00
None
40.22K
VANGUARD INDEX FDS
SOLEShares32.89K
TypeSH
Market value$9.83M
1.48%
Sole
0.00
Shared
0.00
None
32.89K
DIMENSIONAL ETF TRUST
SOLEShares227.58K
TypeSH
Market value$9.61M
1.45%
Sole
0.00
Shared
0.00
None
227.58K
DIMENSIONAL ETF TRUST
SOLEShares249.06K
TypeSH
Market value$8.61M
1.30%
Sole
0.00
Shared
0.00
None
249.06K
DIMENSIONAL ETF TRUST
SOLEShares224.21K
TypeSH
Market value$7.62M
1.15%
Sole
0.00
Shared
0.00
None
224.21K
MICROSOFT CORP
SOLEShares15.68K
TypeSH
Market value$5.80M
0.88%
Sole
0.00
Shared
0.00
None
15.68K
DIMENSIONAL ETF TRUST
SOLEShares74.59K
TypeSH
Market value$4.66M
0.70%
Sole
0.00
Shared
0.00
None
74.59K
AMERICAN CENTY ETF TR
SOLEShares40.59K
TypeSH
Market value$4.48M
0.68%
Sole
0.00
Shared
0.00
None
40.59K
VANGUARD INDEX FDS
SOLEShares13.08K
TypeSH
Market value$4.20M
0.63%
Sole
0.00
Shared
0.00
None
13.08K
DIMENSIONAL ETF TRUST
SOLEShares57.51K
TypeSH
Market value$4.09M
0.62%
Sole
0.00
Shared
0.00
None
57.51K
STATE STR SPDR S&P 500 ETF T
SOLEShares6.19K
TypeSH
Market value$4.02M
0.61%
Sole
0.00
Shared
0.00
None
6.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.18M | SH | $84.87M 12.80% | 0.00 | 0.00 | 2.18M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 635.79K | SH | $70.69M 10.66% | 0.00 | 0.00 | 635.79K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 873.26K | SH | $39.40M 5.94% | 0.00 | 0.00 | 873.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 932.17K | SH | $36.32M 5.48% | 0.00 | 0.00 | 932.17K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 963.80K | SH | $34.24M 5.16% | 0.00 | 0.00 | 963.80K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 454.17K | SH | $32.20M 4.86% | 0.00 | 0.00 | 454.17K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 607.35K | SH | $30.80M 4.64% | 0.00 | 0.00 | 607.35K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 423.92K | SH | $30.56M 4.61% | 0.00 | 0.00 | 423.92K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 330.71K | SH | $28.06M 4.23% | 0.00 | 0.00 | 330.71K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 320.13K | SH | $25.80M 3.89% | 0.00 | 0.00 | 320.13K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 484.19K | SH | $23.18M 3.50% | 0.00 | 0.00 | 484.19K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 421.26K | SH | $14.26M 2.15% | 0.00 | 0.00 | 421.26K |
ISHARES TRSOLE | CORE S&P500 ETF | 16.15K | SH | $10.55M 1.59% | 0.00 | 0.00 | 16.15K |
ISHARES TRSOLE | CORE MSCI EAFE | 116.28K | SH | $10.53M 1.59% | 0.00 | 0.00 | 116.28K |
APPLE INCSOLE | COM | 40.22K | SH | $10.21M 1.54% | 0.00 | 0.00 | 40.22K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 32.89K | SH | $9.83M 1.48% | 0.00 | 0.00 | 32.89K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 227.58K | SH | $9.61M 1.45% | 0.00 | 0.00 | 227.58K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 249.06K | SH | $8.61M 1.30% | 0.00 | 0.00 | 249.06K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 224.21K | SH | $7.62M 1.15% | 0.00 | 0.00 | 224.21K |
MICROSOFT CORPSOLE | COM | 15.68K | SH | $5.80M 0.88% | 0.00 | 0.00 | 15.68K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 74.59K | SH | $4.66M 0.70% | 0.00 | 0.00 | 74.59K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 40.59K | SH | $4.48M 0.68% | 0.00 | 0.00 | 40.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.08K | SH | $4.20M 0.63% | 0.00 | 0.00 | 13.08K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 57.51K | SH | $4.09M 0.62% | 0.00 | 0.00 | 57.51K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.19K | SH | $4.02M 0.61% | 0.00 | 0.00 | 6.19K |
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