Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $98.8M | 13.1% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $82.4M | 10.9% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $45.7M | 6.1% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $39.3M | 5.2% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $37.6M | 5.0% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $37.6M | 5.0% |
| Dimensional ETF TrustUS COR EQU 1 ETF | US COR EQU 1 ETF | $37.1M | 4.9% |
| Dimensional ETF TrustULTR FIX INC ETF | ULTR FIX INC ETF | $32.8M | 4.4% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $32M | 4.3% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $29.6M | 3.9% |
| Dimensional ETF TrustSHOR DUR FIX ETF | SHOR DUR FIX ETF | $25.2M | 3.3% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $17.6M | 2.3% |
| Apple Inc.COM | COM | $11.6M | 1.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $11.5M | 1.5% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $11.1M | 1.5% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $10.8M | 1.4% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $10.6M | 1.4% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $10.4M | 1.4% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $8.45M | 1.1% |
| Microsoft Corp.COM | COM | $5.8M | 0.8% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $5.22M | 0.7% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $5.1M | 0.7% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $5.06M | 0.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.84M | 0.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $4.65M | 0.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.36M | 0.6% |
| Dimensional ETF TrustWORLD EQUITY ETF | WORLD EQUITY ETF | $4.23M | 0.6% |
| Lam Research Corp.COM NEW | COM NEW | $4.09M | 0.5% |
| American Centy ETF TRAVANTIS CORE FI | AVANTIS CORE FI | $3.64M | 0.5% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $3.57M | 0.5% |
| American Centy ETF TRAVANTIS ALL EQT | AVANTIS ALL EQT | $3.2M | 0.4% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $3.1M | 0.4% |
| iShares TRGLOBAL REIT ETF | GLOBAL REIT ETF | $3.03M | 0.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.84M | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.56M | 0.3% |
| Costco Wholesale CorporationCOM | COM | $2.49M | 0.3% |
| Vanguard Intl Equity Index FTT WRLD ST ETF | TT WRLD ST ETF | $2.41M | 0.3% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $2.34M | 0.3% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $2.3M | 0.3% |
| JPMORGAN Chase & COCOM | COM | $2.29M | 0.3% |
| Visa Inc.COM CL A | COM CL A | $2.28M | 0.3% |
| American Centy ETF TRUS LARGE CAP VLU | US LARGE CAP VLU | $2.28M | 0.3% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $2.25M | 0.3% |
| Dimensional ETF TrustUS LARG VALU ETF | US LARG VALU ETF | $2.19M | 0.3% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $2.16M | 0.3% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $2.13M | 0.3% |
| Dimensional ETF TrustINTL HIGH PROFIT | INTL HIGH PROFIT | $2.07M | 0.3% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $2.03M | 0.3% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $1.94M | 0.3% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $1.88M | 0.2% |
Dimensional ETF TrustUS COR EQU 2 ETF$98.8M
- Class
- US COR EQU 2 ETF
- Share
- 13.1%
American Centy ETF TRUS EQT ETF$82.4M
- Class
- US EQT ETF
- Share
- 10.9%
Dimensional ETF TrustUS CORE EQT MKT$45.7M
- Class
- US CORE EQT MKT
- Share
- 6.1%
Dimensional ETF TrustINTL CORE EQT MK$39.3M
- Class
- INTL CORE EQT MK
- Share
- 5.2%
Dimensional ETF TrustUS EQUI MARK ETF$37.6M
- Class
- US EQUI MARK ETF
- Share
- 5.0%
Dimensional ETF TrustINTL CORE EQUITY$37.6M
- Class
- INTL CORE EQUITY
- Share
- 5.0%
Dimensional ETF TrustUS COR EQU 1 ETF$37.1M
- Class
- US COR EQU 1 ETF
- Share
- 4.9%
Dimensional ETF TrustULTR FIX INC ETF$32.8M
- Class
- ULTR FIX INC ETF
- Share
- 4.4%
American Centy ETF TRAVANTIS EMGMKT$32M
- Class
- AVANTIS EMGMKT
- Share
- 4.3%
American Centy ETF TRINTL EQT ETF$29.6M
- Class
- INTL EQT ETF
- Share
- 3.9%
Dimensional ETF TrustSHOR DUR FIX ETF$25.2M
- Class
- SHOR DUR FIX ETF
- Share
- 3.3%
Dimensional ETF TrustEMGR CRE EQT MNG$17.6M
- Class
- EMGR CRE EQT MNG
- Share
- 2.3%
Apple Inc.COM$11.6M
- Class
- COM
- Share
- 1.5%
iShares TRCORE S&P500 ETF$11.5M
- Class
- CORE S&P500 ETF
- Share
- 1.5%
Vanguard Index FdsLARGE CAP ETF$11.1M
- Class
- LARGE CAP ETF
- Share
- 1.5%
iShares TRCORE MSCI EAFE$10.8M
- Class
- CORE MSCI EAFE
- Share
- 1.4%
Dimensional ETF TrustCORE FIXE IN ETF$10.6M
- Class
- CORE FIXE IN ETF
- Share
- 1.4%
Dimensional ETF TrustEMERGING MKTS CO$10.4M
- Class
- EMERGING MKTS CO
- Share
- 1.4%
Dimensional ETF TrustWORLD EX US CORE$8.45M
- Class
- WORLD EX US CORE
- Share
- 1.1%
Microsoft Corp.COM$5.8M
- Class
- COM
- Share
- 0.8%
Dimensional ETF TrustUS TARGETED VLU$5.22M
- Class
- US TARGETED VLU
- Share
- 0.7%
American Centy ETF TRUS SML CP VALU$5.1M
- Class
- US SML CP VALU
- Share
- 0.7%
Dimensional ETF TrustUS SMALL CAP ETF$5.06M
- Class
- US SMALL CAP ETF
- Share
- 0.7%
Vanguard Index FdsTOTAL STK MKT$4.84M
- Class
- TOTAL STK MKT
- Share
- 0.6%
State Str SPDR S&P 500 ETF TTR UNIT$4.65M
- Class
- TR UNIT
- Share
- 0.6%
Alphabet Inc.CAP STK CL A$4.36M
- Class
- CAP STK CL A
- Share
- 0.6%
Dimensional ETF TrustWORLD EQUITY ETF$4.23M
- Class
- WORLD EQUITY ETF
- Share
- 0.6%
Lam Research Corp.COM NEW$4.09M
- Class
- COM NEW
- Share
- 0.5%
American Centy ETF TRAVANTIS CORE FI$3.64M
- Class
- AVANTIS CORE FI
- Share
- 0.5%
iShares TRCORE S&P TTL STK$3.57M
- Class
- CORE S&P TTL STK
- Share
- 0.5%
American Centy ETF TRAVANTIS ALL EQT$3.2M
- Class
- AVANTIS ALL EQT
- Share
- 0.4%
iShares TRCORE US AGGBD ET$3.1M
- Class
- CORE US AGGBD ET
- Share
- 0.4%
iShares TRGLOBAL REIT ETF$3.03M
- Class
- GLOBAL REIT ETF
- Share
- 0.4%
Alphabet Inc.CAP STK CL C$2.84M
- Class
- CAP STK CL C
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$2.56M
- Class
- CL B NEW
- Share
- 0.3%
Costco Wholesale CorporationCOM$2.49M
- Class
- COM
- Share
- 0.3%
Vanguard Intl Equity Index FTT WRLD ST ETF$2.41M
- Class
- TT WRLD ST ETF
- Share
- 0.3%
Dimensional ETF TrustUS SMALL CAP ETF$2.34M
- Class
- US SMALL CAP ETF
- Share
- 0.3%
Vanguard Scottsdale FdsINT-TERM CORP$2.3M
- Class
- INT-TERM CORP
- Share
- 0.3%
JPMORGAN Chase & COCOM$2.29M
- Class
- COM
- Share
- 0.3%
Visa Inc.COM CL A$2.28M
- Class
- COM CL A
- Share
- 0.3%
American Centy ETF TRUS LARGE CAP VLU$2.28M
- Class
- US LARGE CAP VLU
- Share
- 0.3%
Vanguard Specialized FundsDIV APP ETF$2.25M
- Class
- DIV APP ETF
- Share
- 0.3%
Dimensional ETF TrustUS LARG VALU ETF$2.19M
- Class
- US LARG VALU ETF
- Share
- 0.3%
iShares TRRUS 1000 ETF$2.16M
- Class
- RUS 1000 ETF
- Share
- 0.3%
iShares Inc.CORE MSCI EMKT$2.13M
- Class
- CORE MSCI EMKT
- Share
- 0.3%
Dimensional ETF TrustINTL HIGH PROFIT$2.07M
- Class
- INTL HIGH PROFIT
- Share
- 0.3%
Dimensional ETF TrustGLOBAL REAL EST$2.03M
- Class
- GLOBAL REAL EST
- Share
- 0.3%
Vanguard Index FdsSM CP VAL ETF$1.94M
- Class
- SM CP VAL ETF
- Share
- 0.3%
Vanguard BD Index FdsSHORT TRM BOND$1.88M
- Class
- SHORT TRM BOND
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 160 positions by value, with holdings of the same security combined. The 160 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1907898
- File number
- 028-21743
- Options
- 0 call, 0 put
- In the 25 largest
- 82.4%
- Prior quarter
- $663M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 2
Common questions
What are SC&H Financial Advisors’ 13F holdings worth?
$754 million across 160 positions for the quarter ended 30 June 2026.
What is SC&H Financial Advisors’ largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $98.8 million, or 13.1% of reported 13F value, as of 30 June 2026.
How concentrated is SC&H Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 62.8% of reported value and the twenty-five largest for 82.4%, across 160 positions as of 30 June 2026.
Does Form 13F show everything SC&H Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does SC&H Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.