Sc&H Financial Advisors, Inc. Portfolio Stock Holdings
Sc&H Financial Advisors, Inc. disclosed 155 stock positions valued at approximately $663.2 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 March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 155
- Portfolio Value
- $663.2M
Holdings by Sector
Sc&H Financial Advisors, Inc. Portfolio Holdings in Q1 2026
155 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 12.80% | 2,184,097 | +10,850 | +0.50% | $84,874,011 |
| AMERICAN CENTY ETF TR | AVUS | Other | 10.66% | 635,792 | +7,994 | +1.27% | $70,687,314 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 5.94% | 873,258 | +30,470 | +3.62% | $39,401,400 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.48% | 932,172 | +31,914 | +3.54% | $36,317,439 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.16% | 963,800 | +23,234 | +2.47% | $34,243,808 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.86% | 454,165 | +15,887 | +3.62% | $32,204,845 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 4.64% | 607,348 | +68,198 | +12.65% | $30,798,605 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 4.61% | 423,921 | +19,629 | +4.86% | $30,556,247 |
| AMERICAN CENTY ETF TR | AVDE | Other | 4.23% | 330,713 | -1,115 | -0.34% | $28,057,687 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.89% | 320,134 | +2,499 | +0.79% | $25,796,380 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 3.50% | 484,186 | +58,714 | +13.80% | $23,182,834 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.15% | 421,263 | +14,754 | +3.63% | $14,263,977 |
| ISHARES TR | IVV | Other | 1.59% | 16,149 | -196 | -1.20% | $10,548,892 |
| ISHARES TR | IEFA | Other | 1.59% | 116,277 | -2,791 | -2.34% | $10,526,580 |
| APPLE INC | AAPL | Technology | 1.54% | 40,224 | -249 | -0.62% | $10,208,407 |
| VANGUARD INDEX FDS | VV | Other | 1.48% | 32,894 | +6,048 | +22.53% | $9,830,468 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.45% | 227,577 | +29,856 | +15.10% | $9,608,309 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.30% | 249,065 | +7,642 | +3.17% | $8,605,195 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.15% | 224,206 | +35,982 | +19.12% | $7,616,266 |
| MICROSOFT CORP | MSFT | Technology | 0.88% | 15,680 | -330 | -2.06% | $5,804,144 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.70% | 74,591 | -1,627 | -2.13% | $4,658,237 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.68% | 40,591 | -490 | -1.19% | $4,484,136 |
| VANGUARD INDEX FDS | VTI | Other | 0.63% | 13,081 | -52 | -0.40% | $4,196,434 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.62% | 57,507 | +579 | +1.02% | $4,090,490 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.61% | 6,188 | +3 | +0.05% | $4,024,336 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.55% | 87,365 | +13,132 | +17.69% | $3,629,155 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.55% | 49,157 | +6,370 | +14.89% | $3,626,826 |
| ALPHABET INC | GOOGL | Communication Services | 0.53% | 12,265 | +360 | +3.02% | $3,526,932 |
| ISHARES TR | AGG | Other | 0.50% | 33,616 | +4,761 | +16.50% | $3,337,084 |
| ISHARES TR | ITOT | Other | 0.47% | 21,664 | -725 | -3.24% | $3,085,661 |
| ISHARES TR | REET | Other | 0.42% | 109,646 | -5,135 | -4.47% | $2,757,597 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.40% | 30,186 | +2,491 | +8.99% | $2,656,952 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.40% | 2,664 | - | - | $2,654,474 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 5,110 | +2,480 | +94.30% | $2,448,758 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.36% | 28,844 | -112 | -0.39% | $2,386,872 |
| ALPHABET INC | GOOG | Communication Services | 0.35% | 8,031 | -34 | -0.42% | $2,303,858 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.32% | 60,459 | +5,980 | +10.98% | $2,118,474 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.32% | 15,222 | -264 | -1.70% | $2,105,466 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.31% | 58,239 | +14,039 | +31.76% | $2,079,720 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 6,996 | +1 | +0.01% | $2,057,943 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.31% | 9,484 | +5 | +0.05% | $2,039,621 |
| LAM RESEARCH CORP | LRCX | Other | 0.30% | 9,437 | +2 | +0.02% | $2,016,371 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.30% | 24,932 | +5,933 | +31.23% | $2,009,775 |
| ISHARES INC | IEMG | Other | 0.30% | 28,763 | -50 | -0.17% | $2,006,212 |
| VISA INC | V | Financial Services | 0.30% | 6,637 | +486 | +7.90% | $2,005,824 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.29% | 60,501 | +47 | +0.08% | $1,949,336 |
| ISHARES TR | IWB | Other | 0.28% | 5,278 | +2 | +0.04% | $1,881,992 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.28% | 23,982 | +101 | +0.42% | $1,880,415 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.27% | 67,371 | +2,050 | +3.14% | $1,790,711 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 10,077 | +1,291 | +14.69% | $1,757,500 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.26% | 17,390 | +4 | +0.02% | $1,736,615 |
| VANGUARD INDEX FDS | VBR | Other | 0.26% | 7,962 | +13 | +0.16% | $1,729,671 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 7,961 | +1,402 | +21.38% | $1,658,089 |
| VANGUARD INDEX FDS | VOE | Other | 0.25% | 8,936 | +5 | +0.06% | $1,646,743 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 2,713 | - | - | $1,355,430 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.20% | 28,823 | +9,310 | +47.71% | $1,348,931 |
| VANGUARD INDEX FDS | VB | Other | 0.19% | 4,874 | +7 | +0.14% | $1,276,482 |
| WISDOMTREE TR | DES | Other | 0.19% | 34,199 | -476 | -1.37% | $1,229,106 |
| AMERICAN CENTY ETF TR | AVRE | Other | 0.18% | 26,993 | -2,345 | -7.99% | $1,188,236 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 2,008 | +6 | +0.30% | $1,148,609 |
| VANGUARD STAR FDS | VXUS | Other | 0.17% | 14,687 | -878 | -5.64% | $1,132,520 |
| ISHARES TR | IXUS | Other | 0.16% | 12,399 | +7 | +0.06% | $1,074,230 |
| ISHARES TR | EFA | Other | 0.16% | 10,807 | +187 | +1.76% | $1,049,712 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.16% | 6,600 | - | - | $1,038,501 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 1,753 | +59 | +3.48% | $1,011,892 |
| VANGUARD INDEX FDS | VO | Other | 0.15% | 3,388 | - | - | $973,055 |
| VANGUARD INDEX FDS | VOT | Other | 0.15% | 3,751 | - | - | $965,274 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.14% | 13,080 | -668 | -4.86% | $956,688 |
| ISHARES TR | IJH | Other | 0.14% | 13,739 | +12 | +0.09% | $927,811 |
| VANGUARD INDEX FDS | VXF | Other | 0.13% | 4,265 | +28 | +0.66% | $877,771 |
| ISHARES TR | IJR | Other | 0.13% | 7,027 | -4 | -0.06% | $873,519 |
| BROADCOM INC | AVGO | Technology | 0.13% | 2,802 | - | - | $867,384 |
| SPDR SERIES TRUST | SDY | Other | 0.13% | 5,900 | +2 | +0.03% | $860,974 |
| ISHARES TR | IWM | Other | 0.13% | 3,392 | -27 | -0.79% | $841,200 |
| CINTAS CORP | CTAS | Industrials | 0.12% | 4,617 | +1 | +0.02% | $780,840 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 1,270 | +29 | +2.34% | $758,746 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 2,312 | - | - | $718,675 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.11% | 1 | - | - | $718,140 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.10% | 18,728 | -637 | -3.29% | $688,445 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.10% | 14,435 | +21 | +0.15% | $686,099 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.10% | 4,675 | -62 | -1.31% | $675,313 |
| WALMART INC | WMT | Consumer Defensive | 0.10% | 5,308 | -945 | -15.11% | $659,701 |
| AMPHENOL CORP | APH | Technology | 0.10% | 5,220 | - | - | $659,547 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.10% | 2,417 | +2 | +0.08% | $654,025 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 1,907 | - | - | $627,326 |
| PROLOGIS INC. | PLD | Real Estate | 0.08% | 4,212 | - | - | $556,785 |
| PAYCHEX INC | PAYX | Technology | 0.08% | 5,877 | +75 | +1.29% | $541,343 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.08% | 13,497 | - | - | $532,321 |
| CORNING INC | GLW | Technology | 0.08% | 3,809 | +20 | +0.53% | $517,970 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.08% | 2,169 | -351 | -13.93% | $512,600 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.08% | 1,021 | - | - | $502,004 |
| VANGUARD WORLD FD | VDE | Other | 0.07% | 2,864 | +4 | +0.14% | $495,585 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.07% | 3,935 | - | - | $492,387 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.07% | 7,630 | +6 | +0.08% | $488,933 |
| M & T BK CORP | MTB | Financial Services | 0.07% | 2,242 | - | - | $463,401 |
| ISHARES TR | IWD | Other | 0.07% | 2,154 | +6 | +0.28% | $460,260 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.07% | 3,428 | +12 | +0.35% | $449,305 |
| XCEL ENERGY INC | XEL | Utilities | 0.07% | 5,592 | - | - | $444,216 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.06% | 3,147 | +11 | +0.35% | $412,100 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.06% | 5,144 | - | - | $407,765 |