StockDriftsStockDriftsTop 50 SC&H Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.11% | 2.23M | $98.8M | +2.03%(+44.23K) | $28.63(+60.62%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 10.93% | 643.5K | $82.4M | +1.22%(+7.75K) | $80.05(+64.26%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 6.06% | 883.6K | $45.7M | +1.18%(+10.32K) | $32.89(+62.83%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.21% | 952.7K | $39.3M | +2.21%(+20.56K) | $29.70(+45.90%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.99% | 459.5K | $37.6M | +1.17%(+5.30K) | $53.92(+56.94%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.99% | 1.01M | $37.6M | +4.67%(+45.02K) | $25.22(+55.49%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 4.92% | 452.2K | $37.1M | +6.67%(+28.28K) | $65.29(+30.60%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.35% | 645.9K | $32.8M | +6.35%(+38.58K) | $50.69(+0.27%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.25% | 332.1K | $32.0M | +3.73%(+11.95K) | $58.74(+57.49%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.93% | 332.2K | $29.6M | +0.46%(+1.53K) | $60.39(+55.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.61% | +58.58% | — | — | +46.21% |
| Top 20 Holdings Unweighted | +15.95% | +55.90% | — | — | +44.10% |
SC&H Financial Advisors, Inc. reports $753.83M in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (13.1%), AVUS (10.9%) and DFAU (6.1%). The top 20 holdings account for 79.09% of reported assets. Its disclosed equity book has returned +58.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SC&H Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907898). View SC&H Financial Advisors, Inc.’s 13F filings on SEC