SC&H Financial Advisors, Inc. holds a focused book of 160 stocks worth $753.8M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Fidelity Crypto Indu & DGTL and trimmed Apple Inc. Their largest long position is Dimensional US Core Equity 2 at 13% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1907898/holdings"
Use Arkolith to show SC&H Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning SC&H Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $98.8M | 2.23M | 13.1% | ▲+2.0% Added · +44K sh | |
| 2 | American Centy ETF TR US EQT ETF | $82.4M | 643.5K | 10.9% | ▲+1.2% Added · +8K sh | |
| 3 | Dimensional ETF Trust US CORE EQT MKT | $45.7M | 883.6K | 6.1% | ▲+1.2% Added · +10K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQT MK | $39.3M | 952.7K | 5.2% | ▲+2.2% Added · +21K sh | |
| 5 | Dimensional ETF Trust US EQUI MARK ETF | $37.6M | 459.5K | 5.0% | ▲+1.2% Added · +5K sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $37.6M | 1.01M | 5.0% | ▲+4.7% Added · +45K sh | |
| 7 | Dimensional ETF Trust US COR EQU 1 ETF | $37.1M | 452.2K | 4.9% | ▲+6.7% Added · +28K sh | |
| 8 | Dimensional ETF Trust ULTR FIX INC ETF | $32.8M | 645.9K | 4.4% | ▲+6.3% Added · +39K sh | |
| 9 | American Centy ETF TR AVANTIS EMGMKT | $32.0M | 332.1K | 4.3% | ▲+3.7% Added · +12K sh | |
| 10 | American Centy ETF TR INTL EQT ETF | $29.6M | 332.2K | 3.9% | ▲+0.5% Added · +2K sh | |
| 11 | Dimensional ETF Trust SHOR DUR FIX ETF | $25.2M | 528.6K | 3.3% | ▲+9.2% Added · +44K sh | |
| 12 | Dimensional ETF Trust EMGR CRE EQT MNG | $17.6M | 438.5K | 2.3% | ▲+4.1% Added · +17K sh | |
| 13 | Apple Inc COM | $11.6M | 40.0K | 1.5% | ▼−0.5% Reduced · −190 sh | |
| 14 | Ishares TR CORE S&P500 ETF | $11.5M | 15.4K | 1.5% | ▼−4.5% Reduced · −727 sh | |
| 15 | Vanguard Index FDS LARGE CAP ETF | $11.1M | 32.3K | 1.5% | ▼−1.6% Reduced · −545 sh | |
| 16 | Ishares TR CORE MSCI EAFE | $10.8M | 111.8K | 1.4% | ▼−3.8% Reduced · −4K sh | |
| 17 | Dimensional ETF Trust CORE FIXE IN ETF | $10.6M | 251.3K | 1.4% | ▲+10% Added · +24K sh | |
| 18 | Dimensional ETF Trust EMERGING MKTS CO | $10.4M | 255.3K | 1.4% | ▲+2.5% Added · +6K sh | |
| 19 | Dimensional ETF Trust WORLD EX US CORE | $8.5M | 229.4K | 1.1% | ▲+2.3% Added · +5K sh | |
| 20 | Microsoft Corp COM | $5.8M | 15.5K | 0.8% | ▼−0.9% Reduced · −142 sh | |
| 21 | Dimensional ETF Trust US TARGETED VLU | $5.2M | 74.6K | 0.7% | ▲~0% Added · +29 sh | |
| 22 | American Centy ETF TR US SML CP VALU | $5.1M | 40.9K | 0.7% | ▲+0.7% Added · +291 sh | |
| 23 | Dimensional ETF Trust US SMALL CAP ETF | $5.1M | 61.5K | 0.7% | ▲+7.0% Added · +4K sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $4.8M | 13.1K | 0.6% | ▼−0.1% Reduced · −12 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $4.6M | 6.2K | 0.6% | ▲+0.6% Added · +38 sh | |
| 26 | Alphabet Inc CAP STK CL A | $4.4M | 12.2K | 0.6% | ▼−0.4% Reduced · −55 sh | |
| 27 | Dimensional ETF Trust WORLD EQUITY ETF | $4.2M | 51.1K | 0.6% | ▲+4.0% Added · +2K sh | |
| 28 | Lam Research Corp COM NEW | $4.1M | 9.4K | 0.5% | ▲~0% Added · +2 sh | |
| 29 | American Centy ETF TR AVANTIS CORE FI | $3.6M | 87.8K | 0.5% | ▲+0.5% Added · +472 sh | |
| 30 | Ishares TR CORE S&P TTL STK | $3.6M | 21.7K | 0.5% | ▲+0.2% Added · +46 sh | |
| 31 | American Centy ETF TR AVANTIS ALL EQT | $3.2M | 32.2K | 0.4% | ▲+6.8% Added · +2K sh | |
| 32 | Ishares TR CORE US AGGBD ET | $3.1M | 31.3K | 0.4% | ▼−6.8% Reduced · −2K sh | |
| 33 | Ishares TR GLOBAL REIT ETF | $3.0M | 109.9K | 0.4% | ▲+0.2% Added · +229 sh | |
| 34 | Alphabet Inc CAP STK CL C | $2.8M | 8.0K | 0.4% | ▲+0.1% Added · +6 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.1K | 0.3% | ▲+0.3% Added · +15 sh | |
| 36 | Costco Wholesale Corporation COM | $2.5M | 2.7K | 0.3% | —Held | |
| 37 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.4M | 15.4K | 0.3% | ▲+1.0% Added · +158 sh | |
| 38 | Dimensional ETF Trust US SMALL CAP ETF | $2.3M | 60.3K | 0.3% | ▼−0.2% Reduced · −118 sh | |
| 39 | Vanguard Scottsdale FDS INT-TERM CORP | $2.3M | 27.8K | 0.3% | ▼−3.5% Reduced · −1K sh | |
| 40 | JPMorgan Chase & Co COM | $2.3M | 7.0K | 0.3% | ▲~0% Added · +1 sh | |
| 41 | Visa Inc COM CL A | $2.3M | 6.7K | 0.3% | ▲+0.3% Added · +17 sh | |
| 42 | American Centy ETF TR US LARGE CAP VLU | $2.3M | 25.0K | 0.3% | ▲+0.3% Added · +79 sh | |
| 43 | Vanguard Specialized Funds DIV APP ETF | $2.2M | 9.5K | 0.3% | ▲+0.1% Added · +5 sh | |
| 44 | Dimensional ETF Trust US LARG VALU ETF | $2.2M | 55.5K | 0.3% | ▼−4.7% Reduced · −3K sh | |
| 45 | Ishares TR RUS 1000 ETF | $2.2M | 5.3K | 0.3% | ▲~0% Added · +2 sh | |
| 46 | Ishares Inc CORE MSCI EMKT | $2.1M | 25.7K | 0.3% | ▼−11% Reduced · −3K sh | |
| 47 | Dimensional ETF Trust INTL HIGH PROFIT | $2.1M | 60.6K | 0.3% | ▲+0.2% Added · +98 sh | |
| 48 | Dimensional ETF Trust GLOBAL REAL EST | $2.0M | 70.2K | 0.3% | ▲+4.2% Added · +3K sh | |
| 49 | Vanguard Index FDS SM CP VAL ETF | $1.9M | 8.0K | 0.3% | ▲+0.1% Added · +7 sh | |
| 50 | Vanguard BD Index FDS SHORT TRM BOND | $1.9M | 24.1K | 0.2% | ▲+0.5% Added · +127 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 160 | $753.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 155 | $663.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 159 | $646.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 147 | $613.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 156 | $585.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 151 | $508.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 148 | $484.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 153 | $457.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.