Sc&H Financial Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$663.2M
Q ending 2026-03-31
Prior quarter
$646.4M
Q ending 2025-12-31
Change
+2.6% QoQ · +30.5% YoY
Positions
155
reported holdings
Largest positions
Top 100 of 155 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $84.9M | 2.2M |
| American Centy Etf Tr | AVUS | Shares | $70.7M | 636K |
| Dimensional Etf Trust | DFAU | Shares | $39.4M | 873K |
| Dimensional Etf Trust | DFAI | Shares | $36.3M | 932K |
| Dimensional Etf Trust | DFIC | Shares | $34.2M | 964K |
| Dimensional Etf Trust | DFUS | Shares | $32.2M | 454K |
| Dimensional Etf Trust | DUSB | Shares | $30.8M | 607K |
| Dimensional Etf Trust | DCOR | Shares | $30.6M | 424K |
| American Centy Etf Tr | AVDE | Shares | $28.1M | 331K |
| American Centy Etf Tr | AVEM | Shares | $25.8M | 320K |
| Dimensional Etf Trust | DFSD | Shares | $23.2M | 484K |
| Dimensional Etf Trust | DFAE | Shares | $14.3M | 421K |
| Ishares Tr | IVV | Shares | $10.5M | 16K |
| Ishares Tr | IEFA | Shares | $10.5M | 116K |
| Apple Inc | AAPL | Shares | $10.2M | 40K |
| Vanguard Index Fds | VV | Shares | $9.8M | 33K |
| Dimensional Etf Trust | DFCF | Shares | $9.6M | 228K |
| Dimensional Etf Trust | DFEM | Shares | $8.6M | 249K |
| Dimensional Etf Trust | DFAX | Shares | $7.6M | 224K |
| Microsoft Corp | MSFT | Shares | $5.8M | 16K |
| Dimensional Etf Trust | DFAT | Shares | $4.7M | 75K |
| American Centy Etf Tr | AVUV | Shares | $4.5M | 41K |
| Vanguard Index Fds | VTI | Shares | $4.2M | 13K |
| Dimensional Etf Trust | DFAS | Shares | $4.1M | 58K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.0M | 6K |
| American Centy Etf Tr | AVIG | Shares | $3.6M | 87K |
| Dimensional Etf Trust | DFAW | Shares | $3.6M | 49K |
| Alphabet Inc | GOOGL | Shares | $3.5M | 12K |
| Ishares Tr | AGG | Shares | $3.3M | 34K |
| Ishares Tr | ITOT | Shares | $3.1M | 22K |
| Ishares Tr | REET | Shares | $2.8M | 110K |
| American Centy Etf Tr | AVGE | Shares | $2.7M | 30K |
| Costco Wholesale Corporation | COST | Shares | $2.7M | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.4M | 5K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.4M | 29K |
| Alphabet Inc | GOOG | Shares | $2.3M | 8K |
| Dimensional Etf Trust | DFSV | Shares | $2.1M | 60K |
| Vanguard Intl Equity Index F | VT | Shares | $2.1M | 15K |
| Dimensional Etf Trust | DFLV | Shares | $2.1M | 58K |
| Jpmorgan Chase & Co | JPM | Shares | $2.1M | 7K |
| Vanguard Specialized Funds | VIG | Shares | $2.0M | 9K |
| Lam Research Corp | LRCX | Shares | $2.0M | 9K |
| American Centy Etf Tr | AVLV | Shares | $2.0M | 25K |
| Ishares Inc | IEMG | Shares | $2.0M | 29K |
| Visa Inc | V | Shares | $2.0M | 7K |
| Dimensional Etf Trust | DIHP | Shares | $1.9M | 61K |
| Ishares Tr | IWB | Shares | $1.9M | 5K |
| Vanguard Bd Index Fds | BSV | Shares | $1.9M | 24K |
| Dimensional Etf Trust | DFGR | Shares | $1.8M | 67K |
| Nvidia Corporation | NVDA | Shares | $1.8M | 10K |
| American Centy Etf Tr | AVDV | Shares | $1.7M | 17K |
| Vanguard Index Fds | VBR | Shares | $1.7M | 8K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Vanguard Index Fds | VOE | Shares | $1.6M | 9K |
| Mastercard Incorporated | MA | Shares | $1.4M | 3K |
| American Centy Etf Tr | AVSF | Shares | $1.3M | 29K |
| Vanguard Index Fds | VB | Shares | $1.3M | 5K |
| Wisdomtree Tr | DES | Shares | $1.2M | 34K |
| American Centy Etf Tr | AVRE | Shares | $1.2M | 27K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Vanguard Star Fds | VXUS | Shares | $1.1M | 15K |
| Ishares Tr | IXUS | Shares | $1.1M | 12K |
| Ishares Tr | EFA | Shares | $1.0M | 11K |
| Cincinnati Finl Corp | CINF | Shares | $1.0M | 7K |
| Invesco Qqq Tr | QQQ | Shares | $1.0M | 2K |
| Vanguard Index Fds | VO | Shares | $973K | 3K |
| Vanguard Index Fds | VOT | Shares | $965K | 4K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $957K | 13K |
| Ishares Tr | IJH | Shares | $928K | 14K |
| Vanguard Index Fds | VXF | Shares | $878K | 4K |
| Ishares Tr | IJR | Shares | $874K | 7K |
| Broadcom Inc | AVGO | Shares | $867K | 3K |
| Spdr Series Trust | SDY | Shares | $861K | 6K |
| Ishares Tr | IWM | Shares | $841K | 3K |
| Cintas Corp | CTAS | Shares | $781K | 5K |
| Vanguard Index Fds | VOO | Shares | $759K | 1K |
| Mcdonalds Corp | MCD | Shares | $719K | 2K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Dimensional Etf Trust | DUHP | Shares | $688K | 19K |
| Invesco Exchange Traded Fd T | PRF | Shares | $686K | 14K |
| Procter & Gamble Co | PG | Shares | $675K | 5K |
| Walmart Inc | WMT | Shares | $660K | 5K |
| Amphenol Corp | APH | Shares | $660K | 5K |
| Unitedhealth Group Inc | UNH | Shares | $654K | 2K |
| Home Depot Inc | HD | Shares | $627K | 2K |
| Prologis Inc. | PLD | Shares | $557K | 4K |
| Paychex Inc | PAYX | Shares | $541K | 6K |
| Dimensional Etf Trust | DISV | Shares | $532K | 13K |
| Corning Inc | GLW | Shares | $518K | 4K |
| Lowes Cos Inc | LOW | Shares | $513K | 2K |
| Thermo Fisher Scientific Inc | TMO | Shares | $502K | 1K |
| Vanguard World Fd | VDE | Shares | $496K | 3K |
| Goldman Sachs Etf Tr | GSLC | Shares | $492K | 4K |
| Vanguard Tax-Managed Fds | VEA | Shares | $489K | 8K |
| M & T Bk Corp | MTB | Shares | $463K | 2K |
| Ishares Tr | IWD | Shares | $460K | 2K |
| American Elec Pwr Co Inc | AEP | Shares | $449K | 3K |
| Xcel Energy Inc | XEL | Shares | $444K | 6K |
| Johnson Controls Internation | Shares | $412K | 3K | |
| Vanguard Scottsdale Fds | VCSH | Shares | $408K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.