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Latest SC&H Financial Advisors, Inc. Stock Portfolio

$722Million | No. of Holdings #158

SC&H Financial Advisors, Inc. Performance

2026 Q3-0.16%
YTD+9.17%
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 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SC&H Financial Advisors, Inc. reported an equity portfolio of $722.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of SC&H Financial Advisors, Inc. are DFAC, AEMB, DFAC. The fund has invested 13.9% of it's portfolio in DIMENSIONAL ETF TRUST and 11.6% of portfolio in AMERICAN CENTY ETF TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), TJX COS INC NEW (TJX) and LAMAR ADVERTISING CO (LAMR) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), NVIDIA CORPORATION (NVDA) and ELI LILLY & CO (LLY). SC&H Financial Advisors, Inc. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), MCKESSON CORP (MCK) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), PRICE T ROWE GROUP INC (TROW) and AMAZON COM INC (AMZN).
SC&H Financial Advisors, Inc. Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$722Million
  as of Oct 14, 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 -0.16% in the last quarter. In trailing 12 months, it's portfolio return was 11.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
palantir technologies inc224,460
mckesson corp223,558
american centy etf tr213,238
danaher corp del208,621
New stocks bought by SC&H Financial Advisors, Inc.

Additions

Ticker% Inc.
amphenol corp100
price t rowe group inc39.34
amazon com inc33.73
vanguard star fds24.12
ishares tr11.07
dimensional etf trust9.8
dimensional etf trust9.68
dimensional etf trust8.2
Additions to existing portfolio by SC&H Financial Advisors, Inc.

Reductions

Ticker% Reduced
spdr series trust-40.84
nvidia corporation-23.18
eli lilly & co-22.3
vanguard index fds-19.09
vanguard intl equity index f-16.37
pnc finl svcs group inc-15.26
invesco exchange traded fd t-14.71
vanguard world fd-13.97
SC&H Financial Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-37,071,600
dimensional etf trust-2,340,640
dimensional etf trust-781,716
dimensional etf trust-253,742
tjx cos inc new-217,570
lamar advertising co-201,205
SC&H Financial Advisors, Inc. got rid off the above stocks

Sector Distribution

SC&H Financial Advisors, Inc. has about 90.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
Sector%
Others90.9
Technology4
Financial Services1.3
Communication Services1.2

Market Cap. Distribution

SC&H Financial Advisors, Inc. has about 9.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.9
MEGA-CAP7.3
LARGE-CAP1.8

Stocks belong to which Index?

About 9.1% 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%
Others90.9
S&P 5009.1
Top 5 Winners (%)%
VLO
valero energy corp
48.8 %
MSFT
microsoft corp
37.5 %
TMO
thermo fisher scientific inc
34.6 %
META
meta platforms inc
28.7 %
MTD
mettler toledo international
18.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.2 M
AAPL
apple inc
1.7 M
DFAC
dimensional etf trust
0.6 M
DFAC
dimensional etf trust
0.5 M
DFAC
dimensional etf trust
0.4 M
Top 5 Losers (%)%
APH
amphenol corp
-45.0 %
GLW
corning inc
-39.8 %
LRCX
lam research corp
-24.2 %
CAT
caterpillar inc
-23.8 %
IBM
international business machs
-21.8 %
Top 5 Losers ($)$
LRCX
lam research corp
-1.0 M
AEMB
american centy etf tr
-0.8 M
APH
amphenol corp
-0.7 M
DFAC
dimensional etf trust
-0.7 M
DFAC
dimensional etf trust
-0.6 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 158 stocks in it's portfolio. About 65.4% of the portfolio is in top 10 stocks. LRCX proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for SC&H Financial Advisors, Inc. last quarter.

$722.16MTotal Value
164Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of SC&H Financial Advisors, Inc., last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.03%1,563
$248.2K
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%111,670
$2.88M
0.4%
increased 1.63 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.04%7,192
$317.1K
0.04%
decreased 7.38 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
11.58%652,755
$83.61M
11.58%
increased 1.43 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
4.37%335,603
$31.55M
4.37%
increased 1.06 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
4.11%329,378
$29.68M
4.11%
decreased 0.86 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
0.66%40,446
$4.76M
0.66%
decreased 1.07 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
0.48%87,840
$3.46M
0.48%
unchanged 0 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
0.44%32,228
$3.17M
0.44%
decreased 0.06 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
0.31%25,073
$2.27M
0.31%
increased 0.25 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
0.26%16,816
$1.84M
0.26%
increased 0.08 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
0.19%29,676
$1.35M
0.19%
decreased 0.98 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
0.16%26,740
$1.19M
0.16%
increased 6.22 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
0.04%4,210
$291.1K
0.04%
increased 3.34 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
0.03%2,362
$213.2K
0.03%
new position
AGT
Ishares Tr

Ishares Tr

AGT
SC&H Financial Advisors, Inc.'s holding in Ishares Tr over time
0.03%1,321
$220.4K
0.03%
increased 0.23 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
SC&H Financial Advisors, Inc.'s holding in Wisdomtree Tr over time
0.18%33,827
$1.28M
0.18%
increased 0.15 percentadded