SC&H Financial Advisors

HUNT VALLEY, MDfiles as SC&H Financial Advisors, Inc.

$754m in 160 US stocks at the end of 30 June 2026. The top 10 are 62.8% of the money. It changed about 2.7% of the portfolio this quarter.

Value

$754m

Stocks

160

Top 10 share

62.8%

Turnover

2.7%

What changed this quarter

New

Bought for the first time this quarter.

Fidelity Covington TrustFDIG
<0.1% of the fund
Cisco SystemsCSCO
<0.1% of the fund
Price T Rowe GroupTROW
<0.1% of the fund
Ishares TRIJK
<0.1% of the fund
Ishares TRESGU
<0.1% of the fund
Dimensional ETF TrustDFUV
<0.1% of the fund
Lamar AdvertisingLAMR
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAC
13.1% of the fund
+2%
Dimensional ETF TrustDFAI
5.2% of the fund
+2%
Dimensional ETF TrustDFIC
5.0% of the fund
+5%
Dimensional ETF TrustDCOR
4.9% of the fund
+7%
Dimensional ETF TrustDUSB
4.4% of the fund
+6%
American Centy ETF TRAVEM
4.3% of the fund
+4%
Dimensional ETF TrustDFSD
3.3% of the fund
+9%
Dimensional ETF TrustDFAE
2.3% of the fund
+4%
Dimensional ETF TrustDFCF
1.4% of the fund
+10%
Dimensional ETF TrustDFEM
1.4% of the fund
+3%
Dimensional ETF TrustDFAX
1.1% of the fund
+2%
Dimensional ETF TrustDFAS
0.7% of the fund
+7%
Dimensional World EquityDFAW
0.6% of the fund
+4%
American Centy ETF TRAVGE
0.4% of the fund
+7%
Dimensional ETF TrustDFGR
0.3% of the fund
+4%
American Centy ETF TRAVSF
0.2% of the fund
+4%
Invesco QQQ TRQQQ
0.2% of the fund
+5%
PNC Financial Services GroupPNC
<0.1% of the fund
+18%
TeslaTSLA
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Ishares TRIVV
1.5% of the fund
-5%
Ishares TRIEFA
1.4% of the fund
-4%
Ishares TRAGG
0.4% of the fund
-7%
Vanguard Scottsdale FDSVCIT
0.3% of the fund
-4%
Dimensional ETF TrustDFLV
0.3% of the fund
-5%
IsharesIEMG
0.3% of the fund
-11%
NvidiaNVDA
0.2% of the fund
-10%
American Centy ETF TRAVDV
0.2% of the fund
-3%
Amazon.comAMZN
0.2% of the fund
-21%
American Centy ETF TRAVRE
0.2% of the fund
-7%
BroadcomAVGO
0.1% of the fund
-8%
Procter & GamblePG
<0.1% of the fund
-10%
Ishares TRIWD
<0.1% of the fund
-6%
Vanguard World FDVDE
<0.1% of the fund
-3%
Bank of AmericaBAC
<0.1% of the fund
-3%
Eversource EnergyES
<0.1% of the fund
-6%
American Centy ETF TRAVSC
<0.1% of the fund
-10%
International Business MachinesIBM
<0.1% of the fund
-16%

Sold out

Sold their entire stake.

Constellation EnergyCEG
-100%
ZoetisZTS
-100%

Holdings

Dimensional ETF TrustDFAC
Share
13.1%
Value
$99m
Shares
2,228,328
+2%
American Centy ETF TRAVUS
Share
10.9%
Value
$82m
Shares
643,544
Held
Dimensional ETF TrustDFAU
Share
6.1%
Value
$46m
Shares
883,580
Held
Dimensional ETF TrustDFAI
Share
5.2%
Value
$39m
Shares
952,732
+2%
Dimensional ETF TrustDFUS
Share
5.0%
Value
$38m
Shares
459,468
Held
Dimensional ETF TrustDFIC
Share
5.0%
Value
$38m
Shares
1,008,819
+5%
Dimensional ETF TrustDCOR
Share
4.9%
Value
$37m
Shares
452,203
+7%
Dimensional ETF TrustDUSB
Share
4.4%
Value
$33m
Shares
645,927
+6%
American Centy ETF TRAVEM
Share
4.3%
Value
$32m
Shares
332,081
+4%
American Centy ETF TRAVDE
Share
3.9%
Value
$30m
Shares
332,244
Held
Dimensional ETF TrustDFSD
Share
3.3%
Value
$25m
Shares
528,603
+9%
Dimensional ETF TrustDFAE
Share
2.3%
Value
$18m
Shares
438,518
+4%
AppleAAPL
Share
1.5%
Value
$12m
Shares
40,034
Held
Ishares TRIVV
Share
1.5%
Value
$12m
Shares
15,422
-5%
Vanguard Index FDSVV
Share
1.5%
Value
$11m
Shares
32,349
Held
Ishares TRIEFA
Share
1.4%
Value
$11m
Shares
111,815
-4%
Dimensional ETF TrustDFCF
Share
1.4%
Value
$11m
Shares
251,315
+10%
Dimensional ETF TrustDFEM
Share
1.4%
Value
$10m
Shares
255,345
+3%
Dimensional ETF TrustDFAX
Share
1.1%
Value
$8m
Shares
229,431
+2%
MicrosoftMSFT
Share
0.8%
Value
$6m
Shares
15,538
Held
Dimensional ETF TrustDFAT
Share
0.7%
Value
$5m
Shares
74,620
Held
American Centy ETF TRAVUV
Share
0.7%
Value
$5m
Shares
40,882
Held
Dimensional ETF TrustDFAS
Share
0.7%
Value
$5m
Shares
61,513
+7%
Vanguard Index FDSVTI
Share
0.6%
Value
$5m
Shares
13,069
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$5m
Shares
6,226
Held
AlphabetGOOGL
Share
0.6%
Value
$4m
Shares
12,210
Held
Dimensional World EquityDFAW
Share
0.6%
Value
$4m
Shares
51,130
+4%
Lam ResearchLRCX
Share
0.5%
Value
$4m
Shares
9,439
Held
American Centy ETF TRAVIG
Share
0.5%
Value
$4m
Shares
87,837
Held
Ishares TRITOT
Share
0.5%
Value
$4m
Shares
21,710
Held
American Centy ETF TRAVGE
Share
0.4%
Value
$3m
Shares
32,246
+7%
Ishares TRAGG
Share
0.4%
Value
$3m
Shares
31,344
-7%
Ishares TRREET
Share
0.4%
Value
$3m
Shares
109,875
Held
AlphabetGOOG
Share
0.4%
Value
$3m
Shares
8,037
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$3m
Shares
5,125
Held
Costco WholesaleCOST
Share
0.3%
Value
$2m
Shares
2,664
Held
Vanguard Intl Equity Index FVT
Share
0.3%
Value
$2m
Shares
15,380
Held
Dimensional ETF TrustDFSV
Share
0.3%
Value
$2m
Shares
60,341
Held
Vanguard Scottsdale FDSVCIT
Share
0.3%
Value
$2m
Shares
27,827
-4%
JPMorgan ChaseJPM
Share
0.3%
Value
$2m
Shares
6,997
Held
VisaV
Share
0.3%
Value
$2m
Shares
6,654
Held
American Centy ETF TRAVLV
Share
0.3%
Value
$2m
Shares
25,011
Held
Vanguard Specialized FundsVIG
Share
0.3%
Value
$2m
Shares
9,489
Held
Dimensional ETF TrustDFLV
Share
0.3%
Value
$2m
Shares
55,493
-5%
Ishares TRIWB
Share
0.3%
Value
$2m
Shares
5,280
Held
IsharesIEMG
Share
0.3%
Value
$2m
Shares
25,738
-11%
Dimensional ETF TrustDIHP
Share
0.3%
Value
$2m
Shares
60,599
Held
Dimensional ETF TrustDFGR
Share
0.3%
Value
$2m
Shares
70,221
+4%
Vanguard Index FDSVBR
Share
0.3%
Value
$2m
Shares
7,969
Held
Vanguard BD Index FDSBSV
Share
0.2%
Value
$2m
Shares
24,109
Held
NvidiaNVDA
Share
0.2%
Value
$2m
Shares
9,042
-10%
Vanguard Index FDSVOE
Share
0.2%
Value
$2m
Shares
8,940
Held
American Centy ETF TRAVDV
Share
0.2%
Value
$2m
Shares
16,802
-3%
Amazon.comAMZN
Share
0.2%
Value
$2m
Shares
6,297
-21%
Vanguard Index FDSVB
Share
0.2%
Value
$1m
Shares
4,816
Held
MastercardMA
Share
0.2%
Value
$1m
Shares
2,723
Held
American Centy ETF TRAVSF
Share
0.2%
Value
$1m
Shares
29,969
+4%
Wisdomtree TRDES
Share
0.2%
Value
$1m
Shares
33,778
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$1m
Shares
1,847
+5%
Vanguard Star FDSVXUS
Share
0.2%
Value
$1m
Shares
14,434
Held
Cincinnati FinancialCINF
Share
0.2%
Value
$1m
Shares
6,600
Held
American Centy ETF TRAVRE
Share
0.2%
Value
$1m
Shares
25,174
-7%
Ishares TRIXUS
Share
0.2%
Value
$1m
Shares
12,497
Held
Vanguard Index FDSVOT
Share
0.2%
Value
$1m
Shares
3,751
Held
Meta PlatformsMETA
Share
0.2%
Value
$1m
Shares
2,008
Held
Ishares TREFA
Share
0.1%
Value
$1m
Shares
10,835
Held
Vanguard Index FDSVO
Share
0.1%
Value
$1m
Shares
13,334
Held
Ishares TRIJH
Share
0.1%
Value
$1m
Shares
13,752
Held
Vanguard Index FDSVXF
Share
0.1%
Value
$1m
Shares
4,285
Held
Ishares TRIJR
Share
0.1%
Value
$1m
Shares
7,039
Held
Ishares TRIWM
Share
0.1%
Value
$1m
Shares
3,395
Held
UnitedHealth GroupUNH
Share
0.1%
Value
$1m
Shares
2,447
Held
Invesco Exch Traded FD TR IISPLV
Share
0.1%
Value
$981,614
Shares
13,106
Held
BroadcomAVGO
Share
0.1%
Value
$974,567
Shares
2,580
-8%
CorningGLW
Share
0.1%
Value
$960,530
Shares
3,760
Held
AmphenolAPH
Share
0.1%
Value
$920,390
Shares
5,220
Held
Spdr Series TrustSDY
Share
0.1%
Value
$898,006
Shares
5,901
Held
Vanguard Index FDSVOO
Share
0.1%
Value
$872,684
Shares
1,271
Held
Dimensional ETF TrustDUHP
Share
0.1%
Value
$781,716
Shares
18,733
Held
Invesco Exchange Traded FD TPRF
Share
0.1%
Value
$780,879
Shares
14,453
Held
CintasCTAS
Share
0.1%
Value
$770,893
Shares
4,533
Held
Berkshire Hathaway INC DELBRK-A
Share
<0.1%
Value
$748,850
Shares
1
Held
Home DepotHD
Share
<0.1%
Value
$672,704
Shares
1,907
Held
McDonald'sMCD
Share
<0.1%
Value
$625,068
Shares
2,312
Held
Procter & GamblePG
Share
<0.1%
Value
$619,560
Shares
4,225
-10%
WalmartWMT
Share
<0.1%
Value
$606,867
Shares
5,358
Held
PrologisPLD
Share
<0.1%
Value
$570,644
Shares
4,212
Held
PaychexPAYX
Share
<0.1%
Value
$570,462
Shares
5,802
Held
Goldman Sachs ETF TRGSLC
Share
<0.1%
Value
$558,337
Shares
3,935
Held
Vanguard World FDVGT
Share
<0.1%
Value
$549,048
Shares
4,594
Held
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$544,975
Shares
7,649
Held
Dimensional ETF TrustDISV
Share
<0.1%
Value
$541,634
Shares
13,497
Held
CaterpillarCAT
Share
<0.1%
Value
$540,253
Shares
507
Held
M&T BankMTB
Share
<0.1%
Value
$533,543
Shares
2,242
Held
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$512,043
Shares
1,021
Held
Ishares TRIWD
Share
<0.1%
Value
$492,781
Shares
2,033
-6%
Lowe's CompaniesLOW
Share
<0.1%
Value
$478,345
Shares
2,169
Held
American Electric PowerAEP
Share
<0.1%
Value
$470,607
Shares
3,440
Held
Goldman Sachs GroupGS
Share
<0.1%
Value
$468,928
Shares
464
Held
Johnson Controls InternationalJCI
Share
<0.1%
Value
$461,108
Shares
3,156
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAC	13.1%	$99m	2,228,328	+2%
American Centy ETF TRAVUS	10.9%	$82m	643,544	Held
Dimensional ETF TrustDFAU	6.1%	$46m	883,580	Held
Dimensional ETF TrustDFAI	5.2%	$39m	952,732	+2%
Dimensional ETF TrustDFUS	5.0%	$38m	459,468	Held
Dimensional ETF TrustDFIC	5.0%	$38m	1,008,819	+5%
Dimensional ETF TrustDCOR	4.9%	$37m	452,203	+7%
Dimensional ETF TrustDUSB	4.4%	$33m	645,927	+6%
American Centy ETF TRAVEM	4.3%	$32m	332,081	+4%
American Centy ETF TRAVDE	3.9%	$30m	332,244	Held
Dimensional ETF TrustDFSD	3.3%	$25m	528,603	+9%
Dimensional ETF TrustDFAE	2.3%	$18m	438,518	+4%
AppleAAPL	1.5%	$12m	40,034	Held
Ishares TRIVV	1.5%	$12m	15,422	-5%
Vanguard Index FDSVV	1.5%	$11m	32,349	Held
Ishares TRIEFA	1.4%	$11m	111,815	-4%
Dimensional ETF TrustDFCF	1.4%	$11m	251,315	+10%
Dimensional ETF TrustDFEM	1.4%	$10m	255,345	+3%
Dimensional ETF TrustDFAX	1.1%	$8m	229,431	+2%
MicrosoftMSFT	0.8%	$6m	15,538	Held
Dimensional ETF TrustDFAT	0.7%	$5m	74,620	Held
American Centy ETF TRAVUV	0.7%	$5m	40,882	Held
Dimensional ETF TrustDFAS	0.7%	$5m	61,513	+7%
Vanguard Index FDSVTI	0.6%	$5m	13,069	Held
State STR Spdr S&P 500 ETF TSPY	0.6%	$5m	6,226	Held
AlphabetGOOGL	0.6%	$4m	12,210	Held
Dimensional World EquityDFAW	0.6%	$4m	51,130	+4%
Lam ResearchLRCX	0.5%	$4m	9,439	Held
American Centy ETF TRAVIG	0.5%	$4m	87,837	Held
Ishares TRITOT	0.5%	$4m	21,710	Held
American Centy ETF TRAVGE	0.4%	$3m	32,246	+7%
Ishares TRAGG	0.4%	$3m	31,344	-7%
Ishares TRREET	0.4%	$3m	109,875	Held
AlphabetGOOG	0.4%	$3m	8,037	Held
Berkshire HathawayBRK-B	0.3%	$3m	5,125	Held
Costco WholesaleCOST	0.3%	$2m	2,664	Held
Vanguard Intl Equity Index FVT	0.3%	$2m	15,380	Held
Dimensional ETF TrustDFSV	0.3%	$2m	60,341	Held
Vanguard Scottsdale FDSVCIT	0.3%	$2m	27,827	-4%
JPMorgan ChaseJPM	0.3%	$2m	6,997	Held
VisaV	0.3%	$2m	6,654	Held
American Centy ETF TRAVLV	0.3%	$2m	25,011	Held
Vanguard Specialized FundsVIG	0.3%	$2m	9,489	Held
Dimensional ETF TrustDFLV	0.3%	$2m	55,493	-5%
Ishares TRIWB	0.3%	$2m	5,280	Held
IsharesIEMG	0.3%	$2m	25,738	-11%
Dimensional ETF TrustDIHP	0.3%	$2m	60,599	Held
Dimensional ETF TrustDFGR	0.3%	$2m	70,221	+4%
Vanguard Index FDSVBR	0.3%	$2m	7,969	Held
Vanguard BD Index FDSBSV	0.2%	$2m	24,109	Held
NvidiaNVDA	0.2%	$2m	9,042	-10%
Vanguard Index FDSVOE	0.2%	$2m	8,940	Held
American Centy ETF TRAVDV	0.2%	$2m	16,802	-3%
Amazon.comAMZN	0.2%	$2m	6,297	-21%
Vanguard Index FDSVB	0.2%	$1m	4,816	Held
MastercardMA	0.2%	$1m	2,723	Held
American Centy ETF TRAVSF	0.2%	$1m	29,969	+4%
Wisdomtree TRDES	0.2%	$1m	33,778	Held
Invesco QQQ TRQQQ	0.2%	$1m	1,847	+5%
Vanguard Star FDSVXUS	0.2%	$1m	14,434	Held
Cincinnati FinancialCINF	0.2%	$1m	6,600	Held
American Centy ETF TRAVRE	0.2%	$1m	25,174	-7%
Ishares TRIXUS	0.2%	$1m	12,497	Held
Vanguard Index FDSVOT	0.2%	$1m	3,751	Held
Meta PlatformsMETA	0.2%	$1m	2,008	Held
Ishares TREFA	0.1%	$1m	10,835	Held
Vanguard Index FDSVO	0.1%	$1m	13,334	Held
Ishares TRIJH	0.1%	$1m	13,752	Held
Vanguard Index FDSVXF	0.1%	$1m	4,285	Held
Ishares TRIJR	0.1%	$1m	7,039	Held
Ishares TRIWM	0.1%	$1m	3,395	Held
UnitedHealth GroupUNH	0.1%	$1m	2,447	Held
Invesco Exch Traded FD TR IISPLV	0.1%	$981,614	13,106	Held
BroadcomAVGO	0.1%	$974,567	2,580	-8%
CorningGLW	0.1%	$960,530	3,760	Held
AmphenolAPH	0.1%	$920,390	5,220	Held
Spdr Series TrustSDY	0.1%	$898,006	5,901	Held
Vanguard Index FDSVOO	0.1%	$872,684	1,271	Held
Dimensional ETF TrustDUHP	0.1%	$781,716	18,733	Held
Invesco Exchange Traded FD TPRF	0.1%	$780,879	14,453	Held
CintasCTAS	0.1%	$770,893	4,533	Held
Berkshire Hathaway INC DELBRK-A	<0.1%	$748,850	1	Held
Home DepotHD	<0.1%	$672,704	1,907	Held
McDonald'sMCD	<0.1%	$625,068	2,312	Held
Procter & GamblePG	<0.1%	$619,560	4,225	-10%
WalmartWMT	<0.1%	$606,867	5,358	Held
PrologisPLD	<0.1%	$570,644	4,212	Held
PaychexPAYX	<0.1%	$570,462	5,802	Held
Goldman Sachs ETF TRGSLC	<0.1%	$558,337	3,935	Held
Vanguard World FDVGT	<0.1%	$549,048	4,594	Held
Vanguard Tax-Managed FDSVEA	<0.1%	$544,975	7,649	Held
Dimensional ETF TrustDISV	<0.1%	$541,634	13,497	Held
CaterpillarCAT	<0.1%	$540,253	507	Held
M&T BankMTB	<0.1%	$533,543	2,242	Held
Thermo Fisher ScientificTMO	<0.1%	$512,043	1,021	Held
Ishares TRIWD	<0.1%	$492,781	2,033	-6%
Lowe's CompaniesLOW	<0.1%	$478,345	2,169	Held
American Electric PowerAEP	<0.1%	$470,607	3,440	Held
Goldman Sachs GroupGS	<0.1%	$468,928	464	Held
Johnson Controls InternationalJCI	<0.1%	$461,108	3,156	Held

Showing the largest 100 of 160.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.7% since 30 June 2025.

Where the money is

Technology3.5%

Financial services1.6%

Media & telecom1.1%

Everyday goods0.7%

Retail & consumer0.6%

Health care0.4%

Industrials0.4%

Utilities0.2%

Real estate0.1%

Energy0.0%

Materials0.0%

Other91.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.