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SC&H Financial Advisors, Inc.
hedge fundUpdated 5 days agoManaged by Sc&H Financial Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$722.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $613.4M |
| Q4 2025 | $646.4M |
| Q1 2026 | $663.2M |
| Q2 2026 | $753.8M |
| Q3 2026 | $722.2M |
Top holdings
158 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $100.6M | 2.26M | 13.93% | Added(+1.5%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $83.6M | 652.8K | 11.58% | Added(+1.4%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $47.8M | 913.5K | 6.62% | Added(+3.4%) |
| 4 | $39.7M | 958.3K | 5.50% | Added(+0.6%) | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $39M | 469.8K | 5.40% | Added(+2.2%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $38.6M | 1.03M | 5.35% | Added(+1.8%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $35.3M | 698.9K | 4.89% | Added(+8.2%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $31.6M | 335.6K | 4.37% | Added(+1.1%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $29.7M | 329.4K | 4.11% | Trimmed(-0.9%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $26.2M | 563.8K | 3.63% | Added(+6.7%) |
| 11 | $17.3M | 441.2K | 2.40% | Added(+0.6%) | |
| 12 | $13.3M | 39.8K | 1.84% | Trimmed(-0.5%) | |
| 13 | $11.4M | 32.4K | 1.58% | Added(+0.1%) | |
| 14 | $11.1M | 14.5K | 1.54% | Trimmed(-5.7%) | |
| 15 | $11.1M | 275.9K | 1.53% | Added(+9.8%) | |
| 16 | $10.8M | 111.5K | 1.50% | Trimmed(-0.2%) | |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $10.3M | 260.5K | 1.43% | Added(+2.0%) |
| 18 | $7.9M | 15.5K | 1.10% | Trimmed(-0.3%) | |
| 19 | $7.7M | 208.4K | 1.07% | Trimmed(-9.2%) | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 74.1K | 0.68% | Trimmed(-0.7%) |