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Latest SC&H Financial Advisors, Inc. Stock Portfolio

$753Million | No. of Holdings #160

SC&H Financial Advisors, Inc. Performance

2026 Q2+10.18%
YTD+9.34%
2025+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 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, SC&H Financial Advisors, Inc. reported an equity portfolio of $753.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SC&H Financial Advisors, Inc. are DFAC, AEMB, DFAC. The fund has invested 13.1% of it's portfolio in DIMENSIONAL ETF TRUST and 10.9% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off CONSTELLATION ENERGY CORP (CEG) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), INTERNATIONAL BUSINESS MACHS (IBM) and ISHARES INC (EMGF). SC&H Financial Advisors, Inc. opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), CISCO SYS INC (CSCO) and PRICE T ROWE GROUP INC (TROW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (EDV).
SC&H Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$753Million
  as of Aug 04, 2026

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 10.18% in the last quarter. In trailing 12 months, it's portfolio return was 19.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust258,618
cisco sys inc257,748
price t rowe group inc240,423
ishares tr230,275
ishares tr215,760
dimensional etf trust205,117
lamar advertising co201,205
New stocks bought by SC&H Financial Advisors, Inc.

Additions

Ticker% Inc.
vanguard world fd707
vanguard index fds500
vanguard world fd400
ishares tr300
vanguard index fds293
pnc finl svcs group inc18.33
dimensional etf trust10.43
dimensional etf trust9.17
Additions to existing portfolio by SC&H Financial Advisors, Inc.

Reductions

Ticker% Reduced
amazon com inc-20.9
international business machs-16.18
ishares inc-10.52
nvidia corporation-10.27
american centy etf tr-10.19
procter & gamble co-9.63
broadcom inc-7.92
ishares tr-6.76
SC&H Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
zoetis inc-203,221
constellation energy corp-245,586
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.

  • Others
  • Technology
  • Financial Services
  • Communication Services
Sector%
Others91.5
Technology3.5
Financial Services1.3
Communication Services1.1

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.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED91.5
MEGA-CAP6.6
LARGE-CAP1.9

Stocks belong to which Index?

About 8.4% of the stocks held by SC&H Financial Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91.6
S&P 5008.4
Top 5 Winners (%)%
LRCX
lam research corp
102.8 %
GLW
corning inc
87.3 %
UNH
unitedhealth group inc
53.1 %
CAT
caterpillar inc
50.4 %
IBCE
ishares tr
42.8 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
12.1 M
AEMB
american centy etf tr
10.8 M
DFAC
dimensional etf trust
5.8 M
AEMB
american centy etf tr
5.2 M
DFAC
dimensional etf trust
5.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.7 %
IJR
ishares tr
-60.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.7 M
VAW
vanguard world fd
-1.5 M
VB
vanguard index fds
-1.0 M
EDV
vanguard world fd
-0.6 M
IJR
ishares tr
-0.4 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 160 stocks in it's portfolio. About 62.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for SC&H Financial Advisors, Inc. last quarter.

$753.83MTotal Value
162Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SC&H Financial Advisors, Inc., last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.03%1,563
$245.4K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.4%109,875
$3.03M
0.4%
increased 0.21 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.05%7,765
$358.4K
0.05%
increased 0.3 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
10.93%643,544
$82.43M
10.93%
increased 1.22 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
4.25%332,081
$32.04M
4.25%
increased 3.73 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
3.93%332,244
$29.64M
3.93%
increased 0.46 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.68%40,882
$5.10M
0.68%
increased 0.72 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.48%87,837
$3.64M
0.48%
increased 0.54 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.42%32,246
$3.20M
0.42%
increased 6.82 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.3%25,011
$2.28M
0.3%
increased 0.32 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.23%16,802
$1.73M
0.23%
decreased 3.38 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.18%29,969
$1.40M
0.18%
increased 3.98 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.16%25,174
$1.19M
0.16%
decreased 6.74 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
SC&H Financial Advisors, Inc.'s holding in American Centy Etf Tr over time
0.04%4,074
$298.8K
0.04%
decreased 10.19 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.03%1,318
$215.8K
0.03%
new position
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
SC&H Financial Advisors, Inc.'s holding in Wisdomtree Tr over time
0.18%33,778
$1.37M
0.18%
decreased 1.23 percentreduced