SC&H Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$663,227
Net value change ($000)
+16,869 (2.6%)
New positions
2
Sold out positions
6
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DUSB 3,491 12.8%
DFSD 2,782 13.6%
DFAI 2,008 5.9%
DFIC 1,832 5.7%
DFAX 1,455 23.6%
VV 1,379 16.3%
AVEM 1,332 5.4%
DFCF 1,193 14.2%
BRK-B 1,127 85.2%
DFAE 1,024 7.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,939 -25.0%
DFAC -1,165 -1.4%
AAPL -795 -7.2%
IVV -646 -5.8%
DFUS -302 -0.9%
ADBE -265 -100.0%
ACN -262 -100.0%
ITOT -243 -7.3%
FDIG -233 -100.0%
GOOGL -227 -9.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type