13F HOLDINGS REPORT

SC&H Financial Advisors, Inc.

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001907898-25-000003

Total Value

$613.4M

Positions

147

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (147)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	2,125,703	$82.0M	13.37%
2	AMERICAN CENTY ETF TR	025072885	637,933	$69.3M	11.31%
3	DIMENSIONAL ETF TRUST	25434V104	813,543	$37.2M	6.07%
4	DIMENSIONAL ETF TRUST	25434V401	430,716	$31.2M	5.09%
5	DIMENSIONAL ETF TRUST	25434V203	853,261	$31.0M	5.06%
6	DIMENSIONAL ETF TRUST	25434V799	912,047	$29.9M	4.88%
7	DIMENSIONAL ETF TRUST	25434V591	534,143	$27.1M	4.42%
8	AMERICAN CENTY ETF TR	025072703	341,897	$27.0M	4.40%
9	DIMENSIONAL ETF TRUST	25434V625	372,394	$26.8M	4.37%
10	AMERICAN CENTY ETF TR	025072604	314,435	$23.6M	3.85%
11	DIMENSIONAL ETF TRUST	25434V864	317,094	$15.3M	2.49%
12	DIMENSIONAL ETF TRUST	25434V302	398,056	$12.6M	2.05%
13	ISHARES TR	464287200	17,269	$11.6M	1.88%
14	VANGUARD INDEX FDS	922908637	34,898	$10.7M	1.75%
15	ISHARES TR	46432F842	119,850	$10.5M	1.71%
16	APPLE INC	AAPL	37,484	$9.5M	1.56%
17	MICROSOFT CORP	MSFT	16,089	$8.3M	1.36%
18	DIMENSIONAL ETF TRUST	25434V732	223,598	$7.2M	1.17%
19	DIMENSIONAL ETF TRUST	25434V880	190,132	$6.0M	0.97%
20	DIMENSIONAL ETF TRUST	25434V872	126,828	$5.4M	0.88%
21	DIMENSIONAL ETF TRUST	25434V609	77,222	$4.5M	0.73%
22	AMERICAN CENTY ETF TR	025072877	41,794	$4.2M	0.68%
23	VANGUARD INDEX FDS	922908769	11,872	$3.9M	0.64%
24	SPDR S&P 500 ETF TR	SPY	5,733	$3.8M	0.62%
25	DIMENSIONAL ETF TRUST	25434V500	55,717	$3.8M	0.62%
26	ISHARES TR	464287150	22,710	$3.3M	0.54%
27	ALPHABET INC	GOOG	13,229	$3.2M	0.52%
28	ISHARES TR	46434V647	122,147	$3.1M	0.51%
29	AMERICAN CENTY ETF TR	025072562	68,842	$2.9M	0.47%
30	DIMENSIONAL ETF TRUST	25434V815	90,626	$2.9M	0.47%
31	ISHARES TR	464287226	26,384	$2.6M	0.43%
32	DIMENSIONAL ETF TRUST	25434V617	35,753	$2.6M	0.42%
33	VANGUARD SCOTTSDALE FDS	92206C870	29,879	$2.5M	0.41%
34	COSTCO WHSL CORP NEW	22160K105	2,656	$2.5M	0.40%
35	AMERICAN CENTY ETF TR	025072232	27,260	$2.3M	0.37%
36	ALPHABET INC	GOOG	9,217	$2.2M	0.37%
37	JPMORGAN CHASE & CO.	VYLD	6,924	$2.2M	0.36%
38	VISA INC	V	6,151	$2.1M	0.34%
39	VANGUARD SPECIALIZED FUNDS	921908844	9,462	$2.0M	0.33%
40	VANGUARD INTL EQUITY INDEX F	922042742	14,739	$2.0M	0.33%
41	VANGUARD BD INDEX FDS	921937827	25,248	$2.0M	0.32%
42	ISHARES TR	464287622	5,273	$1.9M	0.31%
43	ISHARES INC	46434G103	28,431	$1.9M	0.31%
44	DIMENSIONAL ETF TRUST	25434V765	59,339	$1.8M	0.29%
45	DIMENSIONAL ETF TRUST	25434V658	64,055	$1.7M	0.29%
46	AMERICAN CENTY ETF TR	025072349	23,511	$1.7M	0.28%
47	MASTERCARD INCORPORATED	MA	2,853	$1.6M	0.26%
48	WISDOMTREE TR	WT	46,395	$1.6M	0.25%
49	DIMENSIONAL ETF TRUST	25434V666	47,487	$1.6M	0.25%
50	AMERICAN CENTY ETF TR	025072802	17,438	$1.6M	0.25%
51	VANGUARD INDEX FDS	922908611	7,325	$1.5M	0.25%
52	NVIDIA CORPORATION	NVDA	7,917	$1.5M	0.24%
53	VANGUARD INDEX FDS	922908512	8,333	$1.5M	0.24%
54	META PLATFORMS INC	META	1,848	$1.4M	0.22%
55	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,616	$1.3M	0.21%
56	AMERICAN CENTY ETF TR	025072356	28,716	$1.3M	0.21%
57	LAM RESEARCH CORP	LRCX	9,432	$1.3M	0.21%
58	VANGUARD INDEX FDS	922908751	4,803	$1.2M	0.20%
59	AMAZON COM INC	AMZN	5,230	$1.1M	0.19%
60	INVESCO EXCH TRADED FD TR II	IVZ	15,543	$1.1M	0.19%
61	BROADCOM INC	AVGO	3,416	$1.1M	0.18%
62	VANGUARD STAR FDS	921909768	15,214	$1.1M	0.18%
63	VANGUARD INDEX FDS	922908538	3,622	$1.1M	0.17%
64	ISHARES TR	464287465	11,221	$1.0M	0.17%
65	CINCINNATI FINL CORP	172062101	6,600	$1.0M	0.17%
66	HOME DEPOT INC	HD	2,573	$1.0M	0.17%
67	BLACKROCK ETF TRUST	BLK	12,466	$1.0M	0.17%
68	VANGUARD INDEX FDS	922908629	3,248	$954,068	0.16%
69	AMERICAN CENTY ETF TR	025072687	20,038	$946,056	0.15%
70	CINTAS CORP	CTAS	4,532	$930,282	0.15%
71	ISHARES TR	464287507	13,874	$905,432	0.15%
72	INVESCO QQQ TR	IVZ	1,498	$899,412	0.15%
73	ISHARES TR	464287655	3,514	$850,327	0.14%
74	SPDR SERIES TRUST	78464A763	5,959	$834,498	0.14%
75	ISHARES TR	464287804	7,012	$833,260	0.14%
76	VANGUARD INDEX FDS	922908652	3,953	$827,592	0.13%
77	UNITEDHEALTH GROUP INC	UNH	2,250	$777,045	0.13%
78	BERKSHIRE HATHAWAY INC DEL	BRK-A	1	$754,200	0.12%
79	PAYCHEX INC	PAYX	5,802	$735,398	0.12%
80	PROCTER AND GAMBLE CO	742718109	4,736	$727,746	0.12%
81	DIMENSIONAL ETF TRUST	25434V831	17,370	$656,061	0.11%
82	INVESCO EXCHANGE TRADED FD T	IVZ	14,394	$650,763	0.11%
83	AMPHENOL CORP NEW	032095101	5,220	$645,975	0.11%
84	LOWES COS INC	548661107	2,518	$632,892	0.10%
85	WALMART INC	WMT	5,800	$597,763	0.10%
86	MCDONALDS CORP	MCD	1,892	$575,091	0.09%
87	MCCORMICK & CO INC	MKC-V	8,379	$560,625	0.09%
88	ISHARES TR	464287598	2,641	$537,600	0.09%
89	GOLDMAN SACHS ETF TR	NVGLF	3,935	$512,652	0.08%
90	THERMO FISHER SCIENTIFIC INC	TMO	1,021	$495,355	0.08%
91	PROLOGIS INC.	PLDGP	4,212	$482,396	0.08%
92	ATMOS ENERGY CORP	ATO	2,824	$482,168	0.08%
93	DIMENSIONAL ETF TRUST	25434V781	13,497	$481,708	0.08%
94	VANGUARD INDEX FDS	922908363	745	$456,437	0.07%
95	XCEL ENERGY INC	XELLL	5,592	$450,982	0.07%
96	VANGUARD SCOTTSDALE FDS	92206C409	5,144	$411,160	0.07%
97	AMERICAN ELEC PWR CO INC	025537101	3,403	$382,835	0.06%
98	BLACKSTONE INC	BX	2,210	$377,631	0.06%
99	VANGUARD SCOTTSDALE FDS	92206C680	3,125	$376,563	0.06%
100	AMERICAN WTR WKS CO INC NEW	030420103	2,673	$372,089	0.06%
101	GOLDMAN SACHS GROUP INC	GSCE	463	$368,862	0.06%
102	BANK AMERICA CORP	060505104	7,141	$368,412	0.06%
103	ISHARES TR	46434V613	7,696	$359,492	0.06%
104	VANGUARD WORLD FD	92204A306	2,853	$359,137	0.06%
105	MCCORMICK & CO INC	MKC-V	5,376	$358,687	0.06%
106	ISHARES TR	46432F859	7,331	$358,063	0.06%
107	NNN REIT INC	NNN	7,814	$332,642	0.05%
108	DIMENSIONAL ETF TRUST	25434V856	7,841	$331,127	0.05%
109	NORTHROP GRUMMAN CORP	NOC	541	$329,412	0.05%
110	PULTE GROUP INC	745867101	2,480	$327,682	0.05%
111	ZOETIS INC	ZTS	2,238	$327,487	0.05%
112	FIDELITY COVINGTON TRUST	31609A404	9,215	$325,113	0.05%
113	EVERSOURCE ENERGY	ES	4,513	$321,088	0.05%
114	VANGUARD INDEX FDS	922908736	657	$315,268	0.05%
115	SELECT SECTOR SPDR TR	81369Y852	2,640	$312,497	0.05%
116	TEXTRON INC	TXT	3,688	$311,635	0.05%
117	CORNING INC	GLW	3,789	$310,848	0.05%
118	SCHWAB STRATEGIC TR	808524771	11,747	$308,946	0.05%
119	ISHARES TR	464287663	3,083	$308,189	0.05%
120	MONDELEZ INTL INC	609207105	4,862	$303,756	0.05%
121	VANGUARD TAX-MANAGED FDS	921943858	4,926	$295,174	0.05%
122	CONSTELLATION ENERGY CORP	CEG	886	$291,606	0.05%
123	HCA HEALTHCARE INC	HCA	676	$287,976	0.05%
124	ALTRIA GROUP INC	MO	4,251	$280,849	0.05%
125	ABBVIE INC	ABBV	1,176	$272,314	0.04%
126	JOHNSON & JOHNSON	JNJ	1,466	$271,783	0.04%
127	EDWARDS LIFESCIENCES CORP	EW	3,462	$269,240	0.04%
128	BROOKFIELD INFRAST PARTNERS	G16252101	8,182	$269,093	0.04%
129	ISHARES TR	464287846	1,636	$265,814	0.04%
130	AMERICAN CENTY ETF TR	025072323	4,494	$257,255	0.04%
131	VANGUARD INDEX FDS	922908553	2,802	$256,127	0.04%
132	SYSCO CORP	SYY	3,081	$253,702	0.04%
133	ADOBE INC	ADBE	718	$253,275	0.04%
134	GALLAGHER ARTHUR J & CO	363576109	815	$252,438	0.04%
135	COCA COLA CO	KO	3,726	$247,093	0.04%
136	METTLER TOLEDO INTERNATIONAL	MTD	201	$246,750	0.04%
137	ACCENTURE PLC IRELAND	ACN	975	$240,435	0.04%
138	ASSURANT INC	AIZN	1,110	$240,426	0.04%
139	PNC FINL SVCS GROUP INC	693475105	1,173	$235,631	0.04%
140	DIMENSIONAL ETF TRUST	25434V823	9,732	$232,114	0.04%
141	VANGUARD INTL EQUITY INDEX F	922042858	4,274	$231,575	0.04%
142	ISHARES TR	46435G425	1,581	$230,170	0.04%
143	ISHARES TR	464288257	1,563	$216,116	0.04%
144	PRICE T ROWE GROUP INC	TROW	2,101	$215,635	0.04%
145	DANAHER CORPORATION	235851102	1,085	$215,107	0.04%
146	STARBUCKS CORP	SBUX	2,387	$201,934	0.03%
147	ELI LILLY & CO	LLY	263	$200,531	0.03%