Institutional Manager · CIK 0001907898
SC&H Financial Advisors, Inc.
SPARKS, MD · File #028-21743
Latest AUM
$646.4M
Positions
159
Top-10 Concentration
68.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025159 pos · $646.4M
- 13F HOLDINGS REPORTQ/E Sep 2025147 pos · $613.4M
- 13F HOLDINGS REPORTQ/E Jun 2025156 pos · $585.6M
- 13F HOLDINGS REPORTQ/E Mar 2025151 pos · $508.3M
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $484.1M
- 13F HOLDINGS REPORTQ/E Sep 2024153 pos · $457.7M
- 13F HOLDINGS REPORTQ/E Jun 2024144 pos · $408.0M
- 13F HOLDINGS REPORTQ/E Mar 2024143 pos · $384.1M
- 13F HOLDINGS REPORTQ/E Dec 2023130 pos · $300.8M
- 13F HOLDINGS REPORTQ/E Sep 2023136 pos · $302.6M
- 13F HOLDINGS REPORTQ/E Jun 2023131 pos · $274.3M
- 13F HOLDINGS REPORTQ/E Mar 2023125 pos · $241.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,173,247 | $86.0M | 14.66% |
| 2 | AMERICAN CENTY ETF TR | 025072885 | 627,798 | $70.2M | 11.95% |
| 3 | DIMENSIONAL ETF TRUST | 25434V104 | 842,788 | $39.4M | 6.72% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 900,258 | $34.3M | 5.84% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 438,278 | $32.5M | 5.54% |
| 6 | DIMENSIONAL ETF TRUST | 25434V799 | 940,566 | $32.4M | 5.52% |
| 7 | DIMENSIONAL ETF TRUST | 25434V625 | 404,292 | $29.8M | 5.07% |
| 8 | AMERICAN CENTY ETF TR | 025072703 | 331,828 | $27.3M | 4.65% |
| 9 | DIMENSIONAL ETF TRUST | 25434V591 | 539,150 | $27.3M | 4.65% |
| 10 | AMERICAN CENTY ETF TR | 025072604 | 317,635 | $24.5M | 4.17% |
| 11 | DIMENSIONAL ETF TRUST | 25434V864 | 425,472 | $20.4M | 3.48% |
| 12 | DIMENSIONAL ETF TRUST | 25434V302 | 406,509 | $13.2M | 2.26% |
| 13 | ISHARES TR | 464287200 | 16,345 | $11.2M | 1.91% |
| 14 | APPLE INC | AAPL | 40,473 | $11.0M | 1.87% |
| 15 | ISHARES TR | 46432F842 | 119,068 | $10.7M | 1.81% |
| 16 | VANGUARD INDEX FDS | 922908637 | 26,846 | $8.5M | 1.44% |
| 17 | DIMENSIONAL ETF TRUST | 25434V872 | 197,721 | $8.4M | 1.43% |
| 18 | DIMENSIONAL ETF TRUST | 25434V732 | 241,423 | $8.0M | 1.36% |
| 19 | MICROSOFT CORP | MSFT | 16,010 | $7.7M | 1.32% |
| 20 | DIMENSIONAL ETF TRUST | 25434V880 | 188,224 | $6.2M | 1.05% |