SC&H Financial Advisors, Inc.

CIK 0001907898 • 7 13F filings • Apr 23, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $663.2M155 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$289K	0.0%Prev: 0.0%	1,327 SH	Increased+158 SH
ALPHABET INC	CAP STK CL A	$3.5M	0.5%Prev: 0.4%	12,265 SH	Increased-958 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.3%Prev: 0.3%	8,031 SH	Increased-1,660 SH
AMAZON COM INC	COM	$1.7M	0.3%Prev: 0.1%	7,961 SH	Increased+4,218 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$2.7M	0.4%Prev: 0.3%	30,186 SH	Increased+5,888 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$3.6M	0.5%Prev: 0.5%	87,365 SH	Increased+24,130 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$25.8M	3.9%Prev: 3.5%	320,134 SH	Increased+28,666 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.3M	0.2%Prev: 0.2%	28,823 SH	Increased+8,981 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$283K	0.0%	4,536 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$28.1M	4.2%Prev: 4.4%	330,713 SH	Increased-5,680 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.7M	0.3%Prev: 0.2%	17,390 SH	Increased+51 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$1.2M	0.2%Prev: 0.2%	26,993 SH	Increased+1,465 SH
AMERICAN CENTY ETF TR	US EQT ETF	$70.7M	10.7%Prev: 11.6%	635,792 SH	Increased-1,784 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.0M	0.3%Prev: 0.3%	24,932 SH	Increased+1,100 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$4.5M	0.7%Prev: 0.9%	40,591 SH	Increased-10,637 SH
AMERICAN ELEC PWR CO INC	COM	$449K	0.1%Prev: 0.1%	3,428 SH	Increased-355 SH
AMERICAN WTR WKS CO INC NEW	COM	$353K	0.1%Prev: 0.1%	2,593 SH	Decreased-180 SH
AMPHENOL CORP	CL A	$660K	0.1%	5,220 SH	New
APPLE INC	COM	$10.2M	1.5%Prev: 1.8%	40,224 SH	Increased-316 SH
ASSURANT INC	COM	$242K	0.0%Prev: 0.0%	1,110 SH	Increased
ATMOS ENERGY CORP	COM	$269K	0.0%Prev: 0.1%	1,455 SH	Decreased-1,369 SH
BANK AMERICA CORP	COM	$336K	0.1%Prev: 0.1%	6,895 SH	Decreased-1,182 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.1%Prev: 0.2%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	0.4%Prev: 0.3%	5,110 SH	Increased+2,479 SH
BLACKSTONE INC	COM	$230K	0.0%Prev: 0.1%	1,996 SH	Decreased-536 SH
BROADCOM INC	COM	$867K	0.1%Prev: 0.1%	2,802 SH	Increased-373 SH
BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$296K	0.0%	8,182 SH	New
CATERPILLAR INC	COM	$359K	0.1%	507 SH	New
CINCINNATI FINL CORP	COM	$1.0M	0.2%Prev: 0.2%	6,600 SH	Increased
CINTAS CORP	COM	$781K	0.1%Prev: 0.2%	4,617 SH	Decreased+53 SH
COCA COLA CO	COM	$325K	0.0%Prev: 0.1%	4,270 SH	Increased+242 SH
CONSTELLATION ENERGY CORP	COM	$246K	0.0%Prev: 0.1%	879 SH	Decreased-518 SH
CORNING INC	COM	$518K	0.1%	3,809 SH	New
COSTCO WHOLESALE CORPORATION	COM	$2.7M	0.4%	2,664 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.6M	1.4%Prev: 0.9%	227,577 SH	Increased+124,439 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.6M	1.3%Prev: 1.0%	249,065 SH	Increased+60,629 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$14.3M	2.2%Prev: 1.9%	421,263 SH	Increased+41,729 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.8M	0.3%Prev: 0.3%	67,371 SH	Increased+13,848 SH
DIMENSIONAL ETF TRUST	INFLATION PROTE	$373K	0.1%Prev: 0.1%	8,933 SH	Increased+1,244 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$36.3M	5.5%Prev: 4.7%	932,172 SH	Increased+172,558 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$34.2M	5.2%Prev: 4.7%	963,800 SH	Increased+106,797 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.9M	0.3%Prev: 0.3%	60,501 SH	Increased+1,315 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$532K	0.1%Prev: 0.1%	13,497 SH	Increased
DIMENSIONAL ETF TRUST	SHORT DURATION F	$23.2M	3.5%Prev: 2.5%	484,186 SH	Increased+216,115 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$30.8M	4.6%Prev: 4.4%	607,348 SH	Increased+169,679 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$39.4M	5.9%Prev: 5.9%	873,258 SH	Increased+95,572 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$30.6M	4.6%Prev: 2.1%	423,921 SH	Increased+250,660 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$84.9M	12.8%Prev: 14.1%	2,184,097 SH	Increased+17,224 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$32.2M	4.9%Prev: 4.6%	454,165 SH	Increased+67,090 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$688K	0.1%Prev: 0.1%	18,728 SH	Decreased-3,065 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.1M	0.3%Prev: 0.3%	58,239 SH	Increased+7,277 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$229K	0.0%Prev: 0.1%	9,667 SH	Decreased-9,039 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.1M	0.6%Prev: 0.7%	57,507 SH	Increased+228 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.1M	0.3%Prev: 0.5%	60,459 SH	Decreased-33,829 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.7M	0.7%Prev: 0.8%	74,591 SH	Increased-3,021 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$3.6M	0.5%Prev: 0.3%	49,157 SH	Increased+24,728 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$7.6M	1.1%Prev: 1.2%	224,206 SH	Increased-5,459 SH
EDWARDS LIFESCIENCES CORP	COM	$253K	0.0%Prev: 0.0%	3,162 SH	Increased-300 SH
ELI LILLY & CO	COM	$272K	0.0%	296 SH	New
EVERSOURCE ENERGY	COM	$313K	0.0%Prev: 0.1%	4,516 SH	Increased+5 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$346K	0.1%Prev: 0.1%	9,294 SH	Increased+148 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$492K	0.1%Prev: 0.1%	3,935 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$392K	0.1%Prev: 0.0%	464 SH	Increased+33 SH
HCA HEALTHCARE INC	COM	$320K	0.0%Prev: 0.1%	676 SH	Increased-90 SH
HOME DEPOT INC	COM	$627K	0.1%Prev: 0.2%	1,907 SH	Decreased-638 SH
INTERNATIONAL BUSINESS MACHS	COM	$264K	0.0%	1,088 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$957K	0.1%Prev: 0.2%	13,080 SH	Decreased-2,519 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$686K	0.1%Prev: 0.1%	14,435 SH	Decreased-3,108 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$336K	0.1%	1,749 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.2%Prev: 0.1%	1,753 SH	Increased+432 SH
ISHARES INC	CORE MSCI EMKT	$2.0M	0.3%Prev: 0.3%	28,763 SH	Increased-1,438 SH
ISHARES TR	CORE 1 5 YR USD	$359K	0.1%Prev: 0.1%	7,411 SH	Increased+86 SH
ISHARES TR	CORE MSCI EAFE	$10.5M	1.6%Prev: 1.8%	116,277 SH	Increased-2,059 SH
ISHARES TR	CORE MSCI TOTAL	$1.1M	0.2%Prev: 0.2%	12,399 SH	Increased+179 SH
ISHARES TR	CORE S&P MCP ETF	$928K	0.1%Prev: 0.2%	13,739 SH	Increased-49 SH
ISHARES TR	CORE S&P SCP ETF	$874K	0.1%Prev: 0.2%	7,027 SH	Increased-421 SH
ISHARES TR	CORE S&P TTL STK	$3.1M	0.5%Prev: 0.5%	21,664 SH	Increased+451 SH
ISHARES TR	CORE S&P US VLU	$315K	0.0%Prev: 0.1%	3,080 SH	Increased-31 SH
ISHARES TR	CORE S&P500 ETF	$10.5M	1.6%Prev: 2.1%	16,149 SH	Increased-2,400 SH
ISHARES TR	CORE UNIVRSL USD	$358K	0.1%	7,742 SH	New
ISHARES TR	CORE US AGGBD ET	$3.3M	0.5%Prev: 0.4%	33,616 SH	Increased+12,590 SH
ISHARES TR	DOW JONES US ETF	$259K	0.0%Prev: 0.0%	1,636 SH	Increased
ISHARES TR	GLOBAL REIT ETF	$2.8M	0.4%Prev: 0.6%	109,646 SH	Decreased-17,590 SH
ISHARES TR	MSCI ACWI ETF	$216K	0.0%	1,563 SH	New
ISHARES TR	MSCI EAFE ETF	$1.0M	0.2%Prev: 0.2%	10,807 SH	Increased-1,176 SH
ISHARES TR	MSCI USA MMENTM	$226K	0.0%	940 SH	New
ISHARES TR	RUS 1000 ETF	$1.9M	0.3%Prev: 0.3%	5,278 SH	Increased+10 SH
ISHARES TR	RUS 1000 GRW ETF	$240K	0.0%	563 SH	New
ISHARES TR	RUS 1000 VAL ETF	$460K	0.1%Prev: 0.1%	2,154 SH	Decreased-476 SH
ISHARES TR	RUSSELL 2000 ETF	$841K	0.1%Prev: 0.2%	3,392 SH	Decreased-1,381 SH
JOHNSON & JOHNSON	COM	$386K	0.1%Prev: 0.1%	1,579 SH	Increased-366 SH
JOHNSON CONTROLS INTERNATION	SHS	$412K	0.1%	3,147 SH	New
JPMORGAN CHASE & CO	COM	$2.1M	0.3%	6,996 SH	New
LAM RESEARCH CORP	COM NEW	$2.0M	0.3%Prev: 0.1%	9,437 SH	Increased+430 SH
LINDE PLC	SHS	$219K	0.0%	442 SH	New
LOWES COS INC	COM	$513K	0.1%Prev: 0.1%	2,169 SH	Decreased-698 SH
M & T BK CORP	COM	$463K	0.1%	2,242 SH	New
MASTERCARD INCORPORATED	CL A	$1.4M	0.2%Prev: 0.3%	2,713 SH	Decreased-136 SH
MCCORMICK & CO INC	COM NON VTG	$390K	0.1%Prev: 0.1%	7,737 SH	Decreased-842 SH
MCCORMICK & CO INC	COM VTG	$271K	0.0%	5,376 SH	New
MCDONALDS CORP	COM	$719K	0.1%Prev: 0.1%	2,312 SH	Increased+369 SH
META PLATFORMS INC	CL A	$1.1M	0.2%Prev: 0.2%	2,008 SH	Increased+132 SH
METTLER TOLEDO INTERNATIONAL	COM	$216K	0.0%Prev: 0.0%	171 SH	Decreased-30 SH
MICROSOFT CORP	COM	$5.8M	0.9%Prev: 1.2%	15,680 SH	Decreased-1,096 SH
MONDELEZ INTL INC	CL A	$277K	0.0%Prev: 0.1%	4,811 SH	Decreased-1,730 SH
NNN REIT INC	COM	$241K	0.0%Prev: 0.1%	5,744 SH	Decreased-2,070 SH
NORTHROP GRUMMAN CORP	COM	$370K	0.1%Prev: 0.1%	542 SH	Increased+3 SH
NVIDIA CORPORATION	COM	$1.8M	0.3%Prev: 0.1%	10,077 SH	Increased+3,992 SH
PAYCHEX INC	COM	$541K	0.1%Prev: 0.2%	5,877 SH	Decreased-25 SH
PNC FINL SVCS GROUP INC	COM	$306K	0.0%Prev: 0.0%	1,473 SH	Increased+302 SH
PROCTER & GAMBLE CO	COM	$675K	0.1%	4,675 SH	New
PROLOGIS INC.	COM	$557K	0.1%Prev: 0.1%	4,212 SH	Increased+451 SH
PULTE GROUP INC	COM	$292K	0.0%Prev: 0.1%	2,480 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$330K	0.0%Prev: 0.1%	11,847 SH	Increased+1,054 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$317K	0.0%	2,855 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$861K	0.1%	5,900 SH	New
STARBUCKS CORP	COM	$250K	0.0%Prev: 0.1%	2,787 SH	Decreased-112 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	0.6%	6,188 SH	New
SYSCO CORP	COM	$220K	0.0%Prev: 0.0%	3,081 SH	Decreased
TESLA INC	COM	$209K	0.0%	561 SH	New
TEXTRON INC	COM	$323K	0.0%Prev: 0.0%	3,690 SH	Increased+579 SH
THERMO FISHER SCIENTIFIC INC	COM	$502K	0.1%Prev: 0.1%	1,021 SH	Decreased
TJX COS INC NEW	COM	$227K	0.0%	1,419 SH	New
UNITEDHEALTH GROUP INC	COM	$654K	0.1%Prev: 0.2%	2,417 SH	Decreased+173 SH
VALERO ENERGY CORP	COM	$232K	0.0%	940 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.9M	0.3%Prev: 0.4%	23,982 SH	Decreased-1,502 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$878K	0.1%Prev: 0.1%	4,265 SH	Increased+69 SH
VANGUARD INDEX FDS	GROWTH ETF	$350K	0.1%Prev: 0.0%	802 SH	Increased+206 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$9.8M	1.5%Prev: 2.3%	32,894 SH	Decreased-12,003 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$965K	0.1%Prev: 0.2%	3,751 SH	Increased+180 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.6M	0.2%Prev: 0.3%	8,936 SH	Increased-279 SH
VANGUARD INDEX FDS	MID CAP ETF	$973K	0.1%Prev: 0.2%	3,388 SH	Increased+107 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$246K	0.0%Prev: 0.0%	2,773 SH	Increased+150 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$759K	0.1%Prev: 0.1%	1,270 SH	Increased+300 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	0.3%Prev: 0.3%	7,962 SH	Increased-186 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.2%Prev: 0.2%	4,874 SH	Increased-509 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$233K	0.0%	772 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	0.6%Prev: 0.6%	13,081 SH	Increased+1,490 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$232K	0.0%Prev: 0.0%	4,294 SH	Decreased-1,025 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.1M	0.3%Prev: 0.4%	15,222 SH	Increased-1,160 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.4M	0.4%Prev: 0.5%	28,844 SH	Decreased-822 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$408K	0.1%Prev: 0.1%	5,144 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$343K	0.1%Prev: 0.1%	3,127 SH	Increased+6 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	0.3%Prev: 0.6%	9,484 SH	Decreased-4,986 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	0.2%Prev: 0.2%	14,687 SH	Increased-1,029 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$489K	0.1%Prev: 0.0%	7,630 SH	Increased+3,573 SH
VANGUARD WORLD FD	ENERGY ETF	$496K	0.1%Prev: 0.1%	2,864 SH	Increased+22 SH
VANGUARD WORLD FD	INF TECH ETF	$397K	0.1%	569 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$210K	0.0%	1,448 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$270K	0.0%	736 SH	New
VISA INC	COM CL A	$2.0M	0.3%Prev: 0.4%	6,637 SH	Decreased+396 SH
WALMART INC	COM	$660K	0.1%Prev: 0.2%	5,308 SH	Decreased-4,924 SH
WISDOMTREE TR	US SMALLCAP DIVD	$1.2M	0.2%Prev: 0.3%	34,199 SH	Decreased-6,817 SH
XCEL ENERGY INC	COM	$444K	0.1%Prev: 0.1%	5,592 SH	Increased
ZOETIS INC	CL A	$203K	0.0%Prev: 0.1%	1,719 SH	Decreased-519 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $304K
ADOBE INC — $348K
ALTRIA GROUP INC — $255K
AMPHENOL CORP NEW — $342K
BROOKFIELD INFRAST PARTNERS — $244K
COSTCO WHSL CORP NEW — $2.5M
DANAHER CORPORATION — $229K
DIMENSIONAL ETF TRUST — $250K
DUKE ENERGY CORP NEW — $201K
EHEALTH INC — $67K
GALLAGHER ARTHUR J & CO — $284K
INVESCO EXCHANGE TRADED FD T — $200K
ISHARES TR — $493K
ISHARES TR — $279K
JPMORGAN CHASE & CO. — $1.8M
NORFOLK SOUTHN CORP — $204K
PRICE T ROWE GROUP INC — $348K
PROCTER AND GAMBLE CO — $1.0M
SELECT SECTOR SPDR TR — $255K
SPDR S&P 500 ETF TR — $3.6M
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001907898-26-000005	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001085146-26-000096	$646.4M	View
Oct 21, 2025	Q3 2025