Holders — by stockHoldings — by fund
SC&H Financial Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001907898
$753.8M
disclosed book value
160
positions
13.1%
largest position share
Positions, as of 2026-06-30
top 100 of 160 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.2M | $98.8M | 13.1% |
| 2 | AVUSAMERICAN CENTY ETF TR | 643,544 | $82.4M | 10.9% |
| 3 | DFAUDIMENSIONAL ETF TRUST | 883,580 | $45.7M | 6.1% |
| 4 | DFAIDIMENSIONAL ETF TRUST | 952,732 | $39.3M | 5.2% |
| 5 | DFUSDIMENSIONAL ETF TRUST | 459,468 | $37.6M | 5% |
| 6 | DFICDIMENSIONAL ETF TRUST | 1.0M | $37.6M | 5% |
| 7 | DCORDIMENSIONAL ETF TRUST | 452,203 | $37.1M | 4.9% |
| 8 | DUSBDIMENSIONAL ETF TRUST | 645,927 | $32.8M | 4.4% |
| 9 | AVEMAMERICAN CENTY ETF TR | 332,081 | $32.0M | 4.3% |
| 10 | AVDEAMERICAN CENTY ETF TR | 332,244 | $29.6M | 3.9% |
| 11 | DFSDDIMENSIONAL ETF TRUST | 528,603 | $25.2M | 3.3% |
| 12 | DFAEDIMENSIONAL ETF TRUST | 438,518 | $17.6M | 2.3% |
| 13 | AAPLAPPLE INC | 40,034 | $11.6M | 1.5% |
| 14 | IVVISHARES TR | 15,422 | $11.5M | 1.5% |
| 15 | VVVANGUARD INDEX FDS | 32,349 | $11.1M | 1.5% |
| 16 | IEFAISHARES TR | 111,815 | $10.8M | 1.4% |
| 17 | DFCFDIMENSIONAL ETF TRUST | 251,315 | $10.6M | 1.4% |
| 18 | DFEMDIMENSIONAL ETF TRUST | 255,345 | $10.4M | 1.4% |
| 19 | DFAXDIMENSIONAL ETF TRUST | 229,431 | $8.5M | 1.1% |
| 20 | MSFTMICROSOFT CORP | 15,538 | $5.8M | 0.8% |
| 21 | DFATDIMENSIONAL ETF TRUST | 74,620 | $5.2M | 0.7% |
| 22 | AVUVAMERICAN CENTY ETF TR | 40,882 | $5.1M | 0.7% |
| 23 | DFASDIMENSIONAL ETF TRUST | 61,513 | $5.1M | 0.7% |
| 24 | VTIVANGUARD INDEX FDS | 13,069 | $4.8M | 0.6% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 6,226 | $4.6M | 0.6% |
| 26 | GOOGLALPHABET INC | 12,210 | $4.4M | 0.6% |
| 27 | DFAWDIMENSIONAL ETF TRUST | 51,130 | $4.2M | 0.6% |
| 28 | LRCXLAM RESEARCH CORP | 9,439 | $4.1M | 0.5% |
| 29 | AVIGAMERICAN CENTY ETF TR | 87,837 | $3.6M | 0.5% |
| 30 | ITOTISHARES TR | 21,710 | $3.6M | 0.5% |
| 31 | AVGEAMERICAN CENTY ETF TR | 32,246 | $3.2M | 0.4% |
| 32 | AGGISHARES TR | 31,344 | $3.1M | 0.4% |
| 33 | REETISHARES TR | 109,875 | $3.0M | 0.4% |
| 34 | GOOGALPHABET INC | 8,037 | $2.8M | 0.4% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,125 | $2.6M | 0.3% |
| 36 | COSTCOSTCO WHOLESALE CORPORATION | 2,664 | $2.5M | 0.3% |
| 37 | VTVANGUARD INTL EQUITY INDEX F | 15,380 | $2.4M | 0.3% |
| 38 | DFSVDIMENSIONAL ETF TRUST | 60,341 | $2.3M | 0.3% |
| 39 | VCITVANGUARD SCOTTSDALE FDS | 27,827 | $2.3M | 0.3% |
| 40 | JPMJPMORGAN CHASE & CO | 6,997 | $2.3M | 0.3% |
| 41 | VVISA INC | 6,654 | $2.3M | 0.3% |
| 42 | AVLVAMERICAN CENTY ETF TR | 25,011 | $2.3M | 0.3% |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 9,489 | $2.2M | 0.3% |
| 44 | DFLVDIMENSIONAL ETF TRUST | 55,493 | $2.2M | 0.3% |
| 45 | IWBISHARES TR | 5,280 | $2.2M | 0.3% |
| 46 | IEMGISHARES INC | 25,738 | $2.1M | 0.3% |
| 47 | DIHPDIMENSIONAL ETF TRUST | 60,599 | $2.1M | 0.3% |
| 48 | DFGRDIMENSIONAL ETF TRUST | 70,221 | $2.0M | 0.3% |
| 49 | VBRVANGUARD INDEX FDS | 7,969 | $1.9M | 0.3% |
| 50 | BSVVANGUARD BD INDEX FDS | 24,109 | $1.9M | 0.2% |
| 51 | NVDANVIDIA CORPORATION | 9,042 | $1.8M | 0.2% |
| 52 | VOEVANGUARD INDEX FDS | 8,940 | $1.8M | 0.2% |
| 53 | AVDVAMERICAN CENTY ETF TR | 16,802 | $1.7M | 0.2% |
| 54 | AMZNAMAZON COM INC | 6,297 | $1.5M | 0.2% |
| 55 | VBVANGUARD INDEX FDS | 4,816 | $1.5M | 0.2% |
| 56 | MAMASTERCARD INCORPORATED | 2,723 | $1.4M | 0.2% |
| 57 | AVSFAMERICAN CENTY ETF TR | 29,969 | $1.4M | 0.2% |
| 58 | DESWISDOMTREE TR | 33,778 | $1.4M | 0.2% |
| 59 | QQQINVESCO QQQ TR | 1,847 | $1.4M | 0.2% |
| 60 | VXUSVANGUARD STAR FDS | 14,434 | $1.2M | 0.2% |
| 61 | CINFCINCINNATI FINL CORP | 6,600 | $1.2M | 0.2% |
| 62 | AVREAMERICAN CENTY ETF TR | 25,174 | $1.2M | 0.2% |
| 63 | IXUSISHARES TR | 12,497 | $1.2M | 0.2% |
| 64 | VOTVANGUARD INDEX FDS | 3,751 | $1.1M | 0.2% |
| 65 | METAMETA PLATFORMS INC | 2,008 | $1.1M | 0.2% |
| 66 | EFAISHARES TR | 10,835 | $1.1M | 0.1% |
| 67 | VOVANGUARD INDEX FDS | 13,334 | $1.1M | 0.1% |
| 68 | IJHISHARES TR | 13,752 | $1.1M | 0.1% |
| 69 | VXFVANGUARD INDEX FDS | 4,285 | $1.1M | 0.1% |
| 70 | IJRISHARES TR | 7,039 | $1.0M | 0.1% |
| 71 | IWMISHARES TR | 3,395 | $1.0M | 0.1% |
| 72 | UNHUNITEDHEALTH GROUP INC | 2,447 | $1.0M | 0.1% |
| 73 | SPLVINVESCO EXCH TRADED FD TR II | 13,106 | $981,614 | 0.1% |
| 74 | AVGOBROADCOM INC | 2,580 | $974,567 | 0.1% |
| 75 | GLWCORNING INC | 3,760 | $960,530 | 0.1% |
| 76 | APHAMPHENOL CORP | 5,220 | $920,390 | 0.1% |
| 77 | SDYSPDR SERIES TRUST | 5,901 | $898,006 | 0.1% |
| 78 | VOOVANGUARD INDEX FDS | 1,271 | $872,684 | 0.1% |
| 79 | DUHPDIMENSIONAL ETF TRUST | 18,733 | $781,716 | 0.1% |
| 80 | PRFINVESCO EXCHANGE TRADED FD T | 14,453 | $780,879 | 0.1% |
| 81 | CTASCINTAS CORP | 4,533 | $770,893 | 0.1% |
| 82 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.1% |
| 83 | HDHOME DEPOT INC | 1,907 | $672,704 | 0.1% |
| 84 | MCDMCDONALDS CORP | 2,312 | $625,068 | 0.1% |
| 85 | PGPROCTER & GAMBLE CO | 4,225 | $619,560 | 0.1% |
| 86 | WMTWALMART INC | 5,358 | $606,867 | 0.1% |
| 87 | PLDPROLOGIS INC. | 4,212 | $570,644 | 0.1% |
| 88 | PAYXPAYCHEX INC | 5,802 | $570,462 | 0.1% |
| 89 | GSLCGOLDMAN SACHS ETF TR | 3,935 | $558,337 | 0.1% |
| 90 | VGTVANGUARD WORLD FD | 4,594 | $549,048 | 0.1% |
| 91 | VEAVANGUARD TAX-MANAGED FDS | 7,649 | $544,975 | 0.1% |
| 92 | DISVDIMENSIONAL ETF TRUST | 13,497 | $541,634 | 0.1% |
| 93 | CATCATERPILLAR INC | 507 | $540,253 | 0.1% |
| 94 | MTBM & T BK CORP | 2,242 | $533,543 | 0.1% |
| 95 | TMOTHERMO FISHER SCIENTIFIC INC | 1,021 | $512,043 | 0.1% |
| 96 | IWDISHARES TR | 2,033 | $492,781 | 0.1% |
| 97 | LOWLOWES COS INC | 2,169 | $478,345 | 0.1% |
| 98 | AEPAMERICAN ELEC PWR CO INC | 3,440 | $470,607 | 0.1% |
| 99 | GSGOLDMAN SACHS GROUP INC | 464 | $468,928 | 0.1% |
| 100 | JCIJOHNSON CONTROLS INTERNATION | 3,156 | $461,108 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.