SC&H Financial Advisors, Inc. - Portfolio Stock Holdings
SC&H Financial Advisors, Inc. disclosed 164 stock positions in a recent SEC 13F filing. $722,161,298 of stock holdings were filed, with the largest holdings including DFAC, AVUS, and DFAU. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,230,991,243 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
164Est. Stock Holding Value:
$722,161,298Top Stock Holdings By Sector
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Portfolio Stock Holdings - SC&H Financial Advisors, Inc.
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