13F Filings History of SC&H Financial Advisors, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$646,357,650
Signature - Title
Caitlin Garner - Chief Compliance Officer
Location
Hunt Valley, MD
Summary
This page shows a list of all the recent 13F filings made by SC&H Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SC&H Financial Advisors, Inc. reported 159 stock holdings with total value $646,357,650 as of Q4 2025. Top holdings included DFAC, AVUS, DFAU, DFAI, and DFUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 159 $646,357,650 +$28,894,749 -$11,696,286 +$17,198,463 DFAC, AVUS, DFAU, DFAI, DFUS 13F-HR 20 Jan 2026, 20:20
Q3 2025 147 $613,384,990 +$13,235,876 -$25,307,411 -$12,071,535 DFAC, AVUS, DFAU, DFUS, DFAI 13F-HR 21 Oct 2025, 17:13
Q2 2025 156 $585,558,625 +$39,015,173 -$4,256,963 +$34,758,210 DFAC, AVUS, DFAU, DUSB, DFAI 13F-HR 16 Jul 2025, 18:06
Q1 2025 151 $508,331,763 +$34,383,024 -$2,103,183 +$32,279,841 DFAC, AVUS, DFAU, DFIC, DFAI 13F-HR 22 Apr 2025, 21:31
Q4 2024 148 $484,072,653 +$38,583,951 -$4,916,452 +$33,667,499 DFAC, AVUS, DFAU, DFUS, AVDE 13F-HR 28 Jan 2025, 12:29
Q3 2024 153 $457,725,996 +$26,722,129 -$1,743,556 +$24,978,573 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 24 Oct 2024, 17:58
Q2 2024 144 $408,038,521 +$23,518,685 -$3,278,426 +$20,240,259 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 01 Aug 2024, 18:09
Q1 2024 143 $384,088,902 +$19,438,882 -$4,470,212 +$14,968,670 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 02 May 2024, 13:11
Q4 2023 138 $346,760,138 +$24,303,279 -$8,635,925 +$15,667,354 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 01 Feb 2024, 15:21
Q3 2023 130 $300,750,604 +$14,021,503 -$4,763,088 +$9,258,415 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 30 Oct 2023, 11:58
Q2 2023 136 $302,617,429 +$18,518,056 -$2,856,120 +$15,661,936 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 07 Aug 2023, 13:40
Q1 2023 131 $274,346,249 +$29,294,886 -$8,890,885 +$20,404,001 DFAC, AVUS, DFAU, AVDE, DFAI 13F-HR 12 May 2023, 10:23
Q4 2022 125 $241,340,338 +$28,113,821 -$5,805,227 +$22,308,594 DFAC, AVUS, AVDE, DFAU, DFAI 13F-HR 10 Feb 2023, 16:18
Q3 2022 126 $199,983,000 +$17,089,096 -$15,029,253 +$2,059,843 DFAC, AVUS, AVDE, DFAU, VV 13F-HR 09 Nov 2022, 14:46
Q2 2022 135 $214,465,000 +$49,535,721 -$16,173,390 +$33,362,331 DFAC, AVUS, DFAI, AVDE, VV 13F-HR 10 Aug 2022, 17:09
Q1 2022 149 $210,287,000 +$45,249,980 -$7,259,579 +$37,990,401 DFAC, AVUS, VV, AVDE, IVV 13F-HR 10 May 2022, 15:37
Q4 2021 151 $181,181,000 $0 $0 $0 DFAC, VV, IVV, AVUS, AAPL 13F-HR 10 Feb 2022, 16:11