Latest SC&H Financial Advisors, Inc. Stock Portfolio

SC&H Financial Advisors, Inc. Performance:

2026 Q1: -0.76%YTD: -0.76%2025: 16.23%

Performance for 2026 Q1 is -0.76%, and YTD is -0.76%, and 2025 is 16.23%.

About SC&H Financial Advisors, Inc. and 13F Hedge Fund Stock Holdings

SC&H Financial Advisors, Inc. is a hedge fund based in Sparks, MD. On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, SC&H Financial Advisors, Inc. reported an equity portfolio of $663.2 Millions as of 31 Mar, 2026.

The top stock holdings of SC&H Financial Advisors, Inc. are DFAC, AEMB, DFAC. The fund has invested 12.8% of it's portfolio in DIMENSIONAL ETF TRUST and 10.7% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off ADOBE INC (ADBE), ACCENTURE PLC IRELAND (ACN) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in WALMART INC (WMT), LOWES COS INC (LOW) and VANGUARD WORLD FD (EDV). SC&H Financial Advisors, Inc. opened new stock positions in VALERO ENERGY CORP (VLO) and LINDE PLC (LIN). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY INC DEL, AMERICAN CENTY ETF TR (AEMB) and DIMENSIONAL ETF TRUST (DFAC).

SC&H Financial Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that SC&H Financial Advisors, Inc. made a return of -0.76% in the last quarter. In trailing 12 months, it's portfolio return was 17.19%.

Performance
S&P 500

New Buys

Ticker	$ Bought
valero energy corp	232,255
linde plc	219,147

New stocks bought by SC&H Financial Advisors, Inc.

Additions

Ticker	% Inc.
berkshire hathaway inc del	94.3
american centy etf tr	47.71
dimensional etf trust	31.76
american centy etf tr	31.23
pnc finl svcs group inc	25.58
vanguard index fds	22.53
amazon com inc	21.38
mondelez intl inc	20.85

Additions to existing portfolio by SC&H Financial Advisors, Inc.

Reductions

Ticker	% Reduced
walmart inc	-15.11
lowes cos inc	-13.93
vanguard world fd	-9.69
american centy etf tr	-7.99
bank america corp	-6.18
vanguard star fds	-5.64
invesco exch traded fd tr ii	-4.86
ishares tr	-4.47

SC&H Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
fidelity covington trust	-232,722
price t rowe group inc	-215,533
accenture plc ireland	-261,593
danaher corporation	-215,428
gallagher arthur j & co	-223,077
adobe inc	-265,292

SC&H Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

SC&H Financial Advisors, Inc. has about 91.5% of it's holdings in Others sector.

Sector	%
Others	91.5
Technology	3.3
Financial Services	1.3
Communication Services	1.1

Market Cap. Distribution

SC&H Financial Advisors, Inc. has about 8.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	91.5
MEGA-CAP	6.6
LARGE-CAP	1.9

Stocks belong to which Index?

About 8.5% of the stocks held by SC&H Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	91.5
S&P 500	8.5

Top 5 Winners (%)		%
GLW	corning inc	55.1 %
VAW	vanguard world fd	37.4 %
LRCX	lam research corp	24.8 %
CAT	caterpillar inc	23.7 %
NOC	northrop grumman corp	19.5 %

Top 5 Winners ($)		$
AEMB	american centy etf tr	1.1 M
DFAC	dimensional etf trust	1.0 M
AEMB	american centy etf tr	0.8 M
DFAC	dimensional etf trust	0.8 M
DFAC	dimensional etf trust	0.5 M

Top 5 Losers (%)		%
MKC	mccormick & co inc	-25.9 %
MKC	mccormick & co inc	-25.9 %
BX	blackstone inc	-25.1 %
MSFT	microsoft corp	-23.2 %
CEG	constellation energy corp	-20.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.8 M
DFAC	dimensional etf trust	-1.6 M
DFAC	dimensional etf trust	-1.5 M
DFAC	dimensional etf trust	-1.4 M
AAPL	apple inc	-0.7 M

SC&H Financial Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SC&H Financial Advisors, Inc.

SC&H Financial Advisors, Inc. has 155 stocks in it's portfolio. About 62.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for SC&H Financial Advisors, Inc. last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.54	40,224	10,208,400	reduced	-0.62

AAXJ	ishares tr	0.03	1,563	216,319	unchanged	0.00

ABBV	abbvie inc	0.04	1,327	288,602	unchanged	0.00

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.42	109,646	2,757,600	reduced	-4.47

ACWF	ishares tr	0.05	7,742	357,609	added	0.19

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	10.66	635,792	70,687,300	added	1.27

AEMB	american centy etf tr	4.23	330,713	28,057,700	reduced	-0.34

AEMB	american centy etf tr	3.89	320,134	25,796,400	added	0.79

AEMB	american centy etf tr	0.68	40,591	4,484,140	reduced	-1.19

AEMB	american centy etf tr	0.55	87,365	3,629,160	added	17.69

AEMB	american centy etf tr	0.40	30,186	2,656,950	added	8.99

AEMB	american centy etf tr	0.30	24,932	2,009,780	added	31.23

AEMB	american centy etf tr	0.26	17,390	1,736,620	added	0.02

AEMB	american centy etf tr	0.20	28,823	1,348,930	added	47.71

AEMB	american centy etf tr	0.18	26,993	1,188,240	reduced	-7.99

AEMB	american centy etf tr	0.04	4,536	282,615	added	0.07

AEP	american elec pwr co inc	0.07	3,428	449,305	added	0.35

AGZD	wisdomtree tr	0.18	34,199	1,229,110	reduced	-1.37