Sc&H Financial Advisors, Inc. Portfolio Stock Holdings
Sc&H Financial Advisors, Inc. disclosed 160 stock positions valued at approximately $753.8 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 160
- Portfolio Value
- $753.8M
Holdings by Sector
Sc&H Financial Advisors, Inc. Portfolio Holdings in Q2 2026
160 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 13.11% | 2,228,328 | +44,231 | +2.03% | $98,848,633 |
| AMERICAN CENTY ETF TR | AVUS | Other | 10.93% | 643,544 | +7,752 | +1.22% | $82,425,056 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 6.06% | 883,580 | +10,322 | +1.18% | $45,672,246 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.21% | 952,732 | +20,560 | +2.21% | $39,300,197 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.99% | 459,468 | +5,303 | +1.17% | $37,648,779 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.99% | 1,008,819 | +45,019 | +4.67% | $37,588,585 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 4.92% | 452,203 | +28,282 | +6.67% | $37,071,605 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 4.35% | 645,927 | +38,579 | +6.35% | $32,800,189 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.25% | 332,081 | +11,947 | +3.73% | $32,042,526 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.93% | 332,244 | +1,531 | +0.46% | $29,636,178 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 3.35% | 528,603 | +44,417 | +9.17% | $25,240,781 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.34% | 438,518 | +17,255 | +4.10% | $17,632,791 |
| APPLE INC | AAPL | Technology | 1.54% | 40,034 | -190 | -0.47% | $11,584,223 |
| ISHARES TR | IVV | Other | 1.53% | 15,422 | -727 | -4.50% | $11,549,720 |
| VANGUARD INDEX FDS | VV | Other | 1.48% | 32,349 | -545 | -1.66% | $11,125,269 |
| ISHARES TR | IEFA | Other | 1.43% | 111,815 | -4,462 | -3.84% | $10,799,053 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.41% | 251,315 | +23,738 | +10.43% | $10,608,006 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.38% | 255,345 | +6,280 | +2.52% | $10,377,219 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.12% | 229,431 | +5,225 | +2.33% | $8,452,253 |
| MICROSOFT CORP | MSFT | Technology | 0.77% | 15,538 | -142 | -0.91% | $5,795,885 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.69% | 74,620 | +29 | +0.04% | $5,215,924 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.68% | 40,882 | +291 | +0.72% | $5,100,424 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.67% | 61,513 | +4,006 | +6.97% | $5,064,962 |
| VANGUARD INDEX FDS | VTI | Other | 0.64% | 13,069 | -12 | -0.09% | $4,836,106 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.62% | 6,226 | +38 | +0.61% | $4,649,026 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 12,210 | -55 | -0.45% | $4,363,588 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.56% | 51,130 | +1,973 | +4.01% | $4,233,071 |
| LAM RESEARCH CORP | LRCX | Other | 0.54% | 9,439 | +2 | +0.02% | $4,090,281 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.48% | 87,837 | +472 | +0.54% | $3,637,330 |
| ISHARES TR | ITOT | Other | 0.47% | 21,710 | +46 | +0.21% | $3,566,345 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.42% | 32,246 | +2,060 | +6.82% | $3,195,545 |
| ISHARES TR | AGG | Other | 0.41% | 31,344 | -2,272 | -6.76% | $3,102,475 |
| ISHARES TR | REET | Other | 0.40% | 109,875 | +229 | +0.21% | $3,034,736 |
| ALPHABET INC | GOOG | Communication Services | 0.38% | 8,037 | +6 | +0.07% | $2,839,800 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 5,125 | +15 | +0.29% | $2,564,546 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 2,664 | - | - | $2,492,077 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.32% | 15,380 | +158 | +1.04% | $2,413,849 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.31% | 60,341 | -118 | -0.20% | $2,340,642 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.31% | 27,827 | -1,017 | -3.53% | $2,299,921 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 6,997 | +1 | +0.01% | $2,290,352 |
| VISA INC | V | Financial Services | 0.30% | 6,654 | +17 | +0.26% | $2,282,758 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.30% | 25,011 | +79 | +0.32% | $2,281,212 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.30% | 9,489 | +5 | +0.05% | $2,245,393 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.29% | 55,493 | -2,746 | -4.72% | $2,194,208 |
| ISHARES TR | IWB | Other | 0.29% | 5,280 | +2 | +0.04% | $2,162,222 |
| ISHARES INC | IEMG | Other | 0.28% | 25,738 | -3,025 | -10.52% | $2,132,106 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.27% | 60,599 | +98 | +0.16% | $2,067,932 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.27% | 70,221 | +2,850 | +4.23% | $2,034,312 |
| VANGUARD INDEX FDS | VBR | Other | 0.26% | 7,969 | +7 | +0.09% | $1,936,378 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.25% | 24,109 | +127 | +0.53% | $1,878,300 |
| NVIDIA CORPORATION | NVDA | Technology | 0.24% | 9,042 | -1,035 | -10.27% | $1,809,186 |
| VANGUARD INDEX FDS | VOE | Other | 0.23% | 8,940 | +4 | +0.04% | $1,766,578 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.23% | 16,802 | -588 | -3.38% | $1,731,458 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 6,297 | -1,664 | -20.90% | $1,500,886 |
| VANGUARD INDEX FDS | VB | Other | 0.19% | 4,816 | -58 | -1.19% | $1,459,798 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.19% | 2,723 | +10 | +0.37% | $1,398,415 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.19% | 29,969 | +1,146 | +3.98% | $1,395,577 |
| WISDOMTREE TR | DES | Other | 0.18% | 33,778 | -421 | -1.23% | $1,374,083 |
| INVESCO QQQ TR | QQQ | Other | 0.18% | 1,847 | +94 | +5.36% | $1,360,252 |
| VANGUARD STAR FDS | VXUS | Other | 0.16% | 14,434 | -253 | -1.72% | $1,233,923 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.16% | 6,600 | - | - | $1,221,914 |
| AMERICAN CENTY ETF TR | AVRE | Other | 0.16% | 25,174 | -1,819 | -6.74% | $1,192,763 |
| ISHARES TR | IXUS | Other | 0.16% | 12,497 | +98 | +0.79% | $1,192,726 |
| VANGUARD INDEX FDS | VOT | Other | 0.15% | 3,751 | - | - | $1,148,877 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 2,008 | - | - | $1,130,894 |
| ISHARES TR | EFA | Other | 0.15% | 10,835 | +28 | +0.26% | $1,125,536 |
| VANGUARD INDEX FDS | VO | Other | 0.14% | 13,334 | +9,946 | +293.57% | $1,074,300 |
| ISHARES TR | IJH | Other | 0.14% | 13,752 | +13 | +0.09% | $1,060,436 |
| VANGUARD INDEX FDS | VXF | Other | 0.14% | 4,285 | +20 | +0.47% | $1,055,007 |
| ISHARES TR | IJR | Other | 0.14% | 7,039 | +12 | +0.17% | $1,043,985 |
| ISHARES TR | IWM | Other | 0.14% | 3,395 | +3 | +0.09% | $1,020,176 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.13% | 2,447 | +30 | +1.24% | $1,016,936 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.13% | 13,106 | +26 | +0.20% | $981,614 |
| BROADCOM INC | AVGO | Technology | 0.13% | 2,580 | -222 | -7.92% | $974,567 |
| CORNING INC | GLW | Technology | 0.13% | 3,760 | -49 | -1.29% | $960,530 |
| AMPHENOL CORP | APH | Technology | 0.12% | 5,220 | - | - | $920,390 |
| SPDR SERIES TRUST | SDY | Other | 0.12% | 5,901 | +1 | +0.02% | $898,006 |
| VANGUARD INDEX FDS | VOO | Other | 0.12% | 1,271 | +1 | +0.08% | $872,684 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.10% | 18,733 | +5 | +0.03% | $781,716 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.10% | 14,453 | +18 | +0.12% | $780,879 |
| CINTAS CORP | CTAS | Industrials | 0.10% | 4,533 | -84 | -1.82% | $770,893 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.10% | 1 | - | - | $748,850 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 1,907 | - | - | $672,704 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 2,312 | - | - | $625,068 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 4,225 | -450 | -9.63% | $619,560 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 5,358 | +50 | +0.94% | $606,867 |
| PROLOGIS INC. | PLD | Real Estate | 0.08% | 4,212 | - | - | $570,644 |
| PAYCHEX INC | PAYX | Technology | 0.08% | 5,802 | -75 | -1.28% | $570,462 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.07% | 3,935 | - | - | $558,337 |
| VANGUARD WORLD FD | VGT | Other | 0.07% | 4,594 | +4,025 | +707.38% | $549,048 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.07% | 7,649 | +19 | +0.25% | $544,975 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.07% | 13,497 | - | - | $541,634 |
| CATERPILLAR INC | CAT | Industrials | 0.07% | 507 | - | - | $540,253 |
| M & T BK CORP | MTB | Financial Services | 0.07% | 2,242 | - | - | $533,543 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.07% | 1,021 | - | - | $512,043 |
| ISHARES TR | IWD | Other | 0.07% | 2,033 | -121 | -5.62% | $492,781 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.06% | 2,169 | - | - | $478,345 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.06% | 3,440 | +12 | +0.35% | $470,607 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.06% | 464 | - | - | $468,928 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.06% | 3,156 | +9 | +0.29% | $461,108 |